Europe Equity Research Morning Meeting

This report provides J.P. Morgan's daily equity research coverage, focusing on Infineon's AI-driven growth, Galp Energia's strategic milestones, and an underweight initiation on Domino's Pizza Group.

Key Takeaways

• 1.Infineon Technologies is identified as a market leader in AI power semiconductors with significant growth potential, estimated at a 100% CAGR from 2024-2028.
• 2.Domino's Pizza Group PLC was initiated at Underweight due to structural, operational, and execution risks.
• 3.Galp Energia remains an Overweight pick, supported by oil growth, M&A potential, and deleveraging milestones.

Table of Contents

• Today's Morning Meeting
• Following the Power
• Also Published Today
• Company Research
• Sector Research
• Strategy, Macro, Economics & Sustainable Investing Research
• In Case You Missed It... Trending in the Last Month
• Getting Lost in Transmission: Exploring the Energy Bull Case
• EMEA Metals & Mining
• Key Changes
• Initiations
• Price Target Changes
• EPS Estimate Changes
• JPM Events
• Conferences
• Upcoming Earnings

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