This report provides a daily update on European equity research, highlighting Q2 earnings previews, sector-specific catalysts, and analyst rating changes.
Key Takeaways
- 1.European building materials sector shows potential for positive momentum in the Lightside sub-sector due to potential price/cost tailwinds and volume improvements.
- 2.Air France-KLM is placed on Positive Catalyst Watch with 2026 EBIT estimates increased by 16% due to lower fuel costs and strong pricing.
Table of Contents
- Today's Morning Meeting
- Also Published Today
- In Case You Missed It... Trending in the Last Month
- Getting Lost in Transmission: Exploring the Energy Bull Case
- Key Changes
- Rating Changes
- Price Target Changes
- EPS Estimate Changes
- JPM Events
- Conferences
- Upcoming Earnings
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Securities
AF FPHOLN.S
Themes
Building Materials Sector OutlookInflation and Margin Normalization
Regions
EuropeAsia PacificUnited KingdomGreeceTurkey