This Weeks Most Read Research Equities Europes Top Ten

This report highlights key research themes including semiconductor industry dynamics, UK utilities policy uncertainty, and growth opportunities in Asian wealth management for UK banks.

Key Takeaways

• 1.IBS projects strong semiconductor growth to 2035 but forecasts a sharp memory industry slowdown in 2028.
• 2.UK utilities face uncertainty as prediction markets price in >80% probability of a Labour Prime Minister, with potential for 'public control'.
• 3.Asian Wealth Management growth is expected to drive 19% CAGR EPS growth for Global UK banks like Standard Chartered over the next 3 years.

Table of Contents

• Equities – Europe's top ten
• Expert call feedback
• UK Utilities
• L'Oreal
• UK Banks
• Flight Deck
• Industrial Logic
• EssilorLuxottica
• Semis skimmed
• Diageo
• Relx PLC

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