Barclays
June 2, 2026
European Morning Research Summary
Market ReportEquitiesMacro Economic IndicatorsReal EstateInformation TechnologyFinancials
Barclays' morning research summary covers major rating and target price changes for Samsung, SK hynix, and AkzoNobel, while tracking steady growth in Eurozone banking volumes.
Key Takeaways
- 1.AkzoNobel rejected a EUR73/share bid from Nippon/Sherwin, leading Barclays to maintain an Equal Weight rating but increase the price target due to improving macro conditions.
- 2.Memory market tightness is being driven by scaling in China; Barclays raised price targets for Samsung and SK hynix due to material upside from WFE growth.
- 3.Eurozone loan growth remained steady at +3.2% in April 2026, with deposits growing at +4.0%, led by Southern Europe (Portugal, Greece).
Table of Contents
- Summary of Changes
- Industry Research
- Publications Summary
- Basic Industries
- Consumer
- Financial Services
- Healthcare
- Industrials
- Internet & Media
- Retail
- Technology
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Authors
Flora BocahutJames Gordon
Securities
AKZO.AS0593xq.LAstraZenecaBNP FP
Themes
Strategic M&A and PrivatizationAI and Memory Supply Chain Tightness
Regions
EuropeNorth AmericaAsia PacificChinaUnited StatesGermany