Deutsche Bank
June 1, 2026
European Daily Focus
Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyFinancials
A comprehensive daily digest of European equity research and global strategy, featuring company updates on Soitec and CTS Eventim alongside macro analysis of US inflation and Middle East geopolitics.
Key Takeaways
- 1.Soitec reported results in line with expectations, with significant focus on the emerging Co-packaged Optics (CPO) opportunity.
- 2.German pharmacy regulation reform (ApoVWG) is viewed as a clear relief and positive development for online pharmacy players.
- 3.US Economic Exceptionalism is returning in 2026, supporting a neutral view on the US Dollar.
Table of Contents
- TOP STORIES
- TARGET PRICE CHANGES
- COMPANY UPDATES
- SECTOR UPDATES
- STRATEGY / ECONOMICS
- GLOBAL FOCUS
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Authors
Jonathan JayarajanRobert Sanders
Securities
SOIT.PAEMG.LAST SpaceMobileCZREVD
Themes
Middle East Geopolitical De-escalationArtificial Intelligence in Labour MarketsUS Economic Exceptionalism
Regions
EuropeNorth AmericaAsia PacificUnited KingdomGermanyChina