Europe Equity Research Today's Morning Meeting

This daily research update covers key stock-specific news, price target revisions, and upcoming earnings for European equities. It highlights positive outlooks for industrial firms alongside cautionary stances on consumer retail.

Key Takeaways

• 1.MTU Aero Engines outlook improving due to lower jet fuel prices, USD rally, and positive management commentary; sees ~40% upside.
• 2.Ahold Delhaize placed on Negative Catalyst Watch ahead of 1H26 results; analysts cite volume pressure and margin concerns.
• 3.Weir Group PT increased to 3,800p; analysts remain positive on mining OEM growth despite H2 weighting concerns.

Table of Contents

• Today's Morning Meeting
• Also Published Today
• Company Research
• Sector Research
• In Case You Missed It... Trending in the Last Month
• Key Changes
• JPM Events
• Conferences
• Upcoming Earnings

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