Europe Equity Research Today's Morning Meeting

This report provides a daily summary of J.P. Morgan's European Equity Research, highlighting key sector insights, rating changes, and upcoming company events. It features outlooks on capital and luxury goods alongside specific stock upgrades like Wolters Kluwer.

Key Takeaways

• 1.Q2 setup for European Capital Goods looks positive due to price/cost management, strong AI/Electrification demand, and recovery in China.
• 2.Luxury goods demand remains mixed, with wealth effects supporting some markets while Chinese consumers remain volatile.
• 3.Wolters Kluwer upgraded to Overweight following AI-driven growth confidence and valuation improvements.

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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