This daily European market update covers equity upgrades for L'Oréal and Maersk, analysis of defense sector volatility in Germany, and significant venture investments by Prosus.
Key Takeaways
- 1.L'Oréal upgraded to Buy with TP increase to EUR435 due to projected 2027 OSG acceleration.
- 2.Rheinmetall valuation remains robust despite market reaction to German F126 frigate program cancellation.
- 3.Prosus leads a €480m investment in French health tech firm Alan at a €5.5bn valuation.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
- Strategy & Economics
- Commodities
- Key Rating and Target Price Changes
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Authors
Cedric BesnardEmily L TedburyCharles J Armitage
Securities
OREP.PARheinmetall
Themes
AI-driven growthDefense sector volatility
Regions
EuropeAsia PacificGermanyFranceChina