This report provides a daily update on European markets, highlighting auto-sector headwinds in China, datacentre-driven growth for electrical equipment, and hawkish Fed policy signals.
Key Takeaways
- 1.Electrical equipment stocks benefit from datacentre growth; technology mix is less critical than total GW expansion.
- 2.Porsche AG maintains resilience in a sector struggling with China market share losses.
- 3.BMW faces structural earnings pressure in China, leading to a downward revision in forecasts.
Table of Contents
- Top Call
- Must Read
- Industry
- Strategy & Economics
- Fixed Income & FX
- Key Rating and Target Price Changes
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Authors
Martin WilkieHarald C Hendrikse
Securities
BMWG.DEMBG
Themes
Datacentre GrowthChina Market Exposure
Regions
EuropeSpainChinaUnited Kingdom