This report provides equity research updates on European companies across various sectors, including updates on anti-dumping tariffs for the tire industry and corporate rating changes.
Key Takeaways
- 1.The European Commission announced definitive anti-dumping tariffs on Chinese tire imports, averaging 24.4%, which is expected to boost sentiment for European tire producers.
- 2.Lufthansa was downgraded to Sell while IAG remains the top pick in the European airline sector due to superior fundamentals and valuation.
Table of Contents
- Top Call
- Western Europe Electrical Equipment – Space datacentre implications for electrical equipment
- Western Europe Aerospace & Defense – Challenges and opportunities in the European Space sector
- Western Europe Airlines - Value Gap Widening - Lufthansa to Sell, IAG Remains Our Top Pick
- SKF (SKFb.ST) - Assessing the SKF/LD Humanoid JV: SEK 14-63/s Opportunity
- Pirelli (PIRC.MI) - Downgrade to Neutral after a strong run. High quality and defensive but risk-reward more balanced now
- Forvia (FRVIA.PA) - Deep Value Emerging: 30% FCFY increasingly compelling. Upgrade to Buy
- European Auto Parts & Equipment - EU Tyres: EC announces anti-dumping tariffs on Chinese imports
- Shell PLC (SHEL.L) - 2Q26 Trading Statement Points to Tailwinds in Downstream
- DSV (DSV.CO) - Air freight demand, sea freight rates and FX likely to support GP/unit into 3Q26E
- Holcim (HOLN.S) - 2Q'26 Preview: Resilient pricing, EU recovers, Latam strong, AMEA mixed
- Alcon AG (ALCC.S) - ALC partnership on light-adjustable PCIOLs a natural evolution
- Publicis Groupe SA (PUBP.PA) - Q2 organic likely in line; FY26E guide to be unchanged
- Coca-Cola HBC AG (CCH.L) - Postcard from Egypt
- Equifax (EFX.N) - EFX acquires credit bureau in Mexico
- Nordex SE (NDXG.DE) - Strong 2Q orders expected, Germany remains focus
- Technip Energies NV (TE.PA) - 2Q26 Preview - Robust Backlog, Shareholder Returns and ME Execution
- Western Europe Airlines - Airline Positioning Data
- EU Chemicals – Weekly Barometer - Valuation and Investor Positioning Overview
- Global Luxury Goods—Card Insights - US Luxury credit card spend – June resilient amid improving sentiment
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Authors
Martin WilkieVivek Midha
Securities
LufthansaIAGPIRC.MIFRVIA
Themes
Anti-dumping tariffs on Chinese importsSpace datacentres
Regions
EuropeGermanyEgypt