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Recurring series

Goldman Sachs

European Express

Finvaulta tracks 7 editions of European Express from Goldman Sachs, published between May 14, 2026 and July 3, 2026. Each edition is summarized on its own page.

Latest edition · July 3, 2026

GS EUROPEAN EXPRESS: Maersk | Infineon | Prysmian | Puig | Vonovia | Agencies | Macro | Global | Corporate Access

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.

The Goldman Sachs European Express for July 3, 2026, covers major corporate developments including an upgrade for Maersk, insights from Infineon's Dresden facility, and positive catalysts for Prysmian, Puig, and Vonovia. The report also previews European ad agency growth, monitors US macro data regarding payrolls, and outlines an extensive schedule of upcoming corporate access and webinars.

Read the latest edition in full

Key takeaways from the latest edition

  • 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.

What this series covers

  • 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

Edition archive

Series at a glance

Editions tracked
7
First edition
May 14, 2026
Latest edition
July 3, 2026
All Goldman Sachs research

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