Europe First To Market

This report covers the J.P. Morgan Morning Meeting, highlighting new momentum investment frameworks and significant earnings guidance adjustments for companies like BMW and Aixtron.

Key Takeaways

• 1.BMW revised its automotive margin guidance downward to 1-3% from 4-6% due to deteriorating business conditions in China.
• 2.Aixtron upgraded based on multi-year growth potential in Gallium Nitride and Silicon Carbide.

Table of Contents

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

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