Europe Equity Research Todays Morning Meeting

This report provides a daily update on European equity research, highlighting specific company downgrades and growth outlooks alongside macroeconomic policy updates in the UK housing sector.

Key Takeaways

• 1.DSM-Firmenich shares placed on negative watch due to premature rally and earnings downgrade risks.
• 2.Novonesis 2Q26 preview suggests broad-based organic growth, supporting a positive outlook.
• 3.UK housing policy speculation from Andy Burnham creates short-term uncertainty for housebuilders.

Table of Contents

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

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