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J.P. Morgan

June 9, 2026

EMEA Special Situations Daily

Daily UpdateEquitiesIndustrials

This daily update focuses on EMEA special situations, specifically covering Hexagon's post-spin valuation, UMG index buying activity, and M&A developments in Delivery Hero and UK SMID stocks.

Key Takeaways

  • 1.Hexagon price target reduced to SEK85 following Octave spin-off.
  • 2.UMG seeing small index buying of approximately 2.62m shares.
  • 3.Prosus considering stake increase in Delivery Hero to block Uber potential bid.

Table of Contents

  • Special Sits Today
  • News & Press
  • JPM Research
  • Spec Sits Calendar - June
  • Special Sits Desk Notes and Call Replays
  • J.P. Morgan Special Situations Contacts

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