This report provides J.P. Morgan's morning meeting insights, highlighting bullishness in European capital goods and a cautious stance on Carrefour. It also details upcoming events, company research updates, and earnings forecasts.
Key Takeaways
- 1.Bullish outlook on European Capital Goods, particularly electricals and automation.
- 2.Carrefour rated Underweight with a negative catalyst watch into 1H26 results.
- 3.Eni upstream management feedback reinforces Outperform conviction.
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
Document Preview
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Phil BullerBorja OlceseMatthew Lofting
Securities
CARR.PAENI.MI
Themes
Energy Resilience and SecurityCapital Goods Automation Recovery
Regions
EuropeItalyFranceBrazil