Citi
June 24, 2026
The Point For Europe
Daily UpdateEquitiesMacro Economic IndicatorsEnergyConsumer Discretionary
This report provides a daily update on European markets, featuring strategic updates for Aker BP, Atlas Copco, Heineken, and Italgas, alongside industry analysis on European machinery, autos, and airlines.
Key Takeaways
- 1.European car sales show strength, leading to an upgrade in the FY26E EU demand forecast to +2%.
- 2.Italgas announced a strategic plan upgrade for 2026-32, increasing total capex to €13.0bn to accelerate consolidation.
Table of Contents
- Top Call
- Company
- Industry
- Strategy & Economics
- Key Rating and Target Price Changes
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Authors
Tianhong BiKlas BergelindSimon Hales
Securities
AKRBP.OLATCOIG.MI
Themes
European Automotive RecoveryShareholder Returns
Regions
EuropeNorwayUKGermany
