Citi
June 12, 2026
The Point For Europe
Weekly UpdateEquitiesRates Govt BondsMacro Economic IndicatorsIndustrialsConsumer Discretionary
This report provides equity research updates on European companies, including upgrades for Halma and Continental and a neutral view on BMW. It also covers strategic commentary on European healthcare and macro-economic policy.
Key Takeaways
- 1.Halma PLC upgraded to Buy following share price de-rating post-FY27 guidance.
- 2.BMW sentiment remains weak amid concerns over China sales performance and margin pressure.
- 3.Continental added to EU 'Focus List' with PT lift to €80, citing catalyst-rich period via ContiTech sale process.
Table of Contents
- Top Call
- Industry
- Strategy & Economics
- Fixed Income & FX
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Martin WilkieHarald C Hendrikse
Securities
HLMA.LBMWG.DECONG.DE
Themes
European Healthcare Leaders Conference InsightsAI in Production and InfrastructureECB Monetary Policy Tightening
Regions
EuropeAsia PacificUnited KingdomGermanyChina