GS European Express

This daily report provides updates on DSV earnings, RWE's Amprion acquisition, UK housing policy impacts, and global macroeconomic shifts.

Key Takeaways

• 1.DSV previews positive Q2/Q3 earnings and potential share buyback restart.
• 2.RWE's Amprion deal is viewed as EPS accretive and supportive of multiple expansion.
• 3.UK political landscape (potential Burnham administration) impacts outlook for home builders.

Table of Contents

• DSV A/S (DSV.CO): Q2+Q3 preview: Restarting the Beat-Raise-Buyback engine
• RWE (RWEG.DE): The Amprion deal: Moving into power grids would bring several positives
• Three notes out from Real Estate:
• Other notable research
• Consumer
• Financials
• Healthcare
• TMT
• Podcasts
• Macro / markets
• Global Markets Analyst: Where the AI Boom Stands Now—Markets Ahead of the Macro

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