Europe First to Market

This report highlights updates on PPC Group, UniCredit, and Lundin Mining, alongside various EMEA equity sector research notes.

Key Takeaways

• 1.PPC Group's recent capital increase and strategic roadmap justify an Overweight rating, with mid-term earnings forecasts upgraded by 10%.
• 2.UniCredit remains attractive at 7.7x P/E despite the complexity of potential M&A scenarios involving Commerzbank.
• 3.Lundin Mining rating remains Underweight due to execution risks surrounding the Vicuña project and copper market headwinds.

Table of Contents

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