Citi
July 7, 2026
The Point for Europe
Daily UpdateEquitiesFXRates CreditConsumer DiscretionaryIndustrials
This daily update provides research coverage on European corporate earnings, industry trends in machinery and shipping, and regional equity market positioning. It includes several target price adjustments for companies such as Porsche AG and Knorr Bremse.
Key Takeaways
- 1.Porsche AG continues to show earnings stability and competitive positioning benefits, prompting an increase in price target.
- 2.European equity markets show regional divergence with gains in Europe ex-UK and Japan, while Asia ex-Japan and UK have declined.
- 3.Global class 8 truck orders remain strong, potentially spilling over into 2027.
Table of Contents
- Top Call
- Must Read
- Company
- Industry
- Strategy & Economics
- Fixed Income & FX
- Key Rating and Target Price Changes
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Authors
Harald C HendrikseRoss MacDonald
Securities
P911_p.DETCFP.PA
Themes
Corporate TurnaroundPolitical RiskSupply Chain Dynamics
Regions
EuropeAsia PacificGermanyItalyUnited States