This report provides daily updates on European companies and industries, focusing on healthcare innovation, automotive electrification, and retail sales trends. It highlights rating changes and key takeaways from recent site visits and analyst events.
Key Takeaways
- 1.S&N expert surgeon event shows positive momentum for CORI and LANDMARK products, though near-term focus remains on 2H-weighted 2026 guidance.
- 2.Schaeffler target price raised to €13 with Buy/High Risk rating driven by EV trends and capital allocation in new growth themes.
- 3.UK retail data for May showed sequential improvement, particularly in food, acting as a positive read for NXT, KGF, and CURY.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
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Authors
Veronika DubajovaRoss MacDonald
Securities
SN.LSHAOn.DE
Themes
AI Transformation
Regions
EuropeUnited KingdomGermany