This report serves as a daily summary of Barclays Equity Research updates for 16 June 2026, covering valuation changes, earnings estimates, and thematic insights across multiple European sectors.
Key Takeaways
- 1.Barclays provides updates on various European equities across sectors including Industrials, Healthcare, and Financials.
- 2.Specific stock rating changes noted for Porsche AG and several target price/estimate updates for companies like Belimo, DHL, and AAK.
- 3.Proprietary Barclaycard data signals positive trends in US Beauty and Grocery spending for May 2026.
Table of Contents
- Summary of Changes
- Industry Research
- Equity Strategy
- Publications Summary
- European Integrated Energy: Iran-US Peace Deal
- Bankinter: Dutch mortgage entry with Tulp acquisition
- Deutsche Boerse AG: May volume update
- European Banks: Weekly Valuation Summary
- European Diversified Financials: Weekly Valuation Overview
- European Real Estate: Weekly valuation overview
- ConvaTec Group PLC: Feedback from a Conversation with the C-Suite
- Polypeptide Group AG: De-risked capacity ramp-ups
- Airbus: Aircraft Delivery Monitor
- Belimo Holding AG: 2Q preview
- DHL Group: Five reasons to own
- Porsche AG: U/g to EW
- Sandvik AB: Orders set for another record
- Wartsila: 50% of Energy Storage in exchange for the 'knowledge'
- Redcare Pharmacy: Strong Q2 to date
- Moncler: Q2-26 Preview
- Wise Group PLC: Monthly tracker - May 2026
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Authors
Various
Securities
P911_p.DEBEAN.S
Themes
Supply Chain and InflationCorporate Governance and Execution
Regions
EuropeUnited StatesGermanySwitzerland