European Morning Research Summary

This report provides updates on European equity research including rating changes for 1&1 AG and United Internet, and insights on sector-specific trends in European industrials, healthcare, and retail.

Key Takeaways

• 1.Prologis has made a £12.6b all-share acquisition proposal for SEGRO, which was rejected by the board on June 23.
• 2.German tax hikes on cigarettes could pressure tobacco volumes for consumer companies starting in 2027.

Table of Contents

• Summary of Changes
• Company Research
• Industry Research
• Publications Summary

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