European Express

This report provides strategic European equity research updates, including rating changes for Maersk and coverage highlights for major European firms across infrastructure, housing, and media.

Key Takeaways

• 1.Upgrade of A.P. Moeller-Maersk to Neutral based on 2027 supply-demand outlook.
• 2.Vonovia benefits from German federal law shift preventing state-level socialisation.
• 3.Ad Agencies expected to show growth acceleration in 1H/2Q.

Table of Contents

• GS EUROPEAN EXPRESS: Maersk | Infineon | Prysmian | Puig | Vonovia | Agencies | Macro | Global | Corporate Access
• Europe Rating Changes/Initiations
• Europe PT Changes (10% or more)
• Europe EPS Changes (10% or more)
• Other notable research
• Commodities & Industrials
• Consumer
• Financials
• Healthcare
• TMT
• Podcasts
• Macro / markets
• Global
• Upcoming Webinars

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