A daily research summary from Barclays Equity Research detailing rating changes, conference feedback, and model updates across European Equities.
Key Takeaways
- 1.The report provides a multi-sector summary of takeaways from the Barclays European Leadership Conference, highlighting positive management outlooks in Energy, Utilities, and Industrials.
- 2.Rating and price target changes are noted for several companies, including target price cuts for Airtel Africa, AutoTrader, and Credit Agricole.
- 3.The luxury goods sector is entering a 'new phase' where consumer behavior shifts require a rethink of established strategic playbooks.
Table of Contents
- Summary of Changes
- Company Research
- Industry Research
- Publications Summary
- Basic Industries
- European Chemicals & Ingredients
- Consumer
- European Consumer Staples
- Energy
- European Integrated Energy
- Financial Services
- European Banks
- European Insurance
- European Diversified Financials
- Healthcare
- European Medical Technology & Services
- European Pharmaceuticals, Biotechnology & Life Sciences
- Industrials
- European Transportation
- European Business Services
- European Capital Goods
- European Aerospace & Defence
- UK Capital Goods
- U.S. Business & Professional Services
- European Construction, Building Materials & Infrastructure
- Internet & Media
- EMEA Internet
- Power & Utilities
- European Utilities & Clean Energy
- Retail
- European Leisure
- European General Retail
- European Luxury Goods & Specialty Retail
- Technology
- European Software & Payments
- Telecommunications
- Emerging Markets Telecoms
- European Telecom Services
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Authors
Alex SloaneWarren AckermanHassan Al-Wakeel, CFA
Securities
AAF.LAUTOA.LKYIVAIRP.PAGMAB.CO
Themes
Leadership Conference TakeawaysConsumer Behavior Shift in Luxury
Regions
EuropeAfricaNorth AmericaUnited KingdomFranceGermany