Industrial Strength Morning Messages

This report provides a morning update on European Industrials, highlighting Vestas's positive outlook, a rating upgrade for Sika, and general market caution due to geopolitical developments.

Key Takeaways

• 1.Vestas placed on Positive Catalyst Watch due to strong onshore demand and service margin recovery.
• 2.Sika upgraded to Neutral; concerns over margin misses in market expectations are viewed as priced in.

Table of Contents

• In Focus Today
• Pan European Industrials Research
• Industrials Overnight
• Global Industrials Research
• Global Macro Research
• J.P. Morgan Industrials Contacts
• Industrials Trading
• Aerospace & Defence Research
• Building Materials Research
• Capital Goods Research
• Autos Research
• Chemicals Research
• Cap Goods Corporate Access

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