This report provides a summary of daily research updates across European sectors, including equity strategy shifts, stock ratings, and corporate updates.
Key Takeaways
- 1.Closing Europe Underweight position and shifting to Overweight in Luxury, citing reduced stagflation risk.
- 2.BMW issued a major margin warning primarily due to weaker-than-expected China performance.
- 3.German Residential sector faces potential summer headwinds due to expropriation risks ahead of the Berlin election.
Table of Contents
- European Morning Research Summary
- European Equity Strategy: Peak stagflation?
- Sustainable Investing: Strategic autonomy: Cybersecurity
- European Chemicals & Ingredients
- Tomra Systems ASA
- Colruyt
- Glanbia
- European Consumer Staples
- Unilever PLC
- Equinor
- German Residential
- EssilorLuxottica
- European Medical Technology & Services
- GSK plc
- Bayer Litigation Endgame
- Replay: Corporate Access: ARGX CEO call
- BMW AG
- European Transportation
- HelloFresh SE
- Pearson plc
- Delivery Hero / Uber
- Global Media
- Edenred
- InterContinental Hotels Group Plc
- Orange
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Authors
Anil ShenoyEmmanuel Cau
Securities
BMWG.DEOrange
Themes
StagflationCybersecurity
Regions
EuropeGermanyFranceUnited Kingdom