Europe Equity Research Morning Meeting

This report details European equity research updates for June 23, 2026, highlighting significant earnings estimate changes and structural concerns in the chemicals sector.

Key Takeaways

• 1.Cyclical chemical stocks face structural headwinds including industry overcapacity in China and competition, leading to downside risks for 3Q26/2H26 earnings.
• 2.Unibail-Rodamco-Westfield (URW) is viewed positively due to its pricing power and high sustainable yield, offering a buffer against interest rate volatility.

Table of Contents

• Today's Morning Meeting
• Also Published Today
• In Case You Missed It... Trending in the Last Month
• Getting Lost in Transmission: Exploring the Energy Bull Case
• Key Changes
• Price Target Changes
• EPS Estimate Changes
• JPM Events
• Conferences
• Upcoming Earnings

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