This report provides a morning update on European equities, highlighting positive growth momentum for sportswear brands adidas and On, and strong commercial performance for UniCredit.
Key Takeaways
- 1.Expectation that a slower Nike comeback creates a window for market share winners like adidas and On to continue their momentum.
- 2.UniCredit shows strong commercial momentum with potential for full-year net profit guidance upgrades to over €11bn.
- 3.European Chemicals sector faces renewed headwinds, leading to downgrades for Evonik, Arkema, and IMCD.
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
- Price Target Changes
- EPS Estimate Changes
- JPM Events
- Conferences
- Upcoming Earnings
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Securities
ADSUNIONON
Themes
AI RotationSupply Chain/Market Share
Regions
EuropeMiddle EastGermanyUKItaly