Europe First to Market

This daily research digest covers key updates on European equities, including analyst notes on ASM International and Vestas, alongside strategy insights from the European Quant team.

Key Takeaways

• 1.ASM International is seeing significantly improved market potential with five potential logic customers, supporting growth beyond 2030 guidance by 2028.
• 2.Vestas investment case strengthened by record US pipeline, offshore de-risking, and margin improvement in the Service segment.
• 3.European Quant Strategy notes that Quality || Momentum correlations suggest potential for mean-reversion and a shift back toward Quality exposure.

Table of Contents

• Today's Morning Meeting
• J.P. Morgan European Industrials Conference Feedback
• European Quant Strategy - Correlation Chronicles
• 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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