Recurring series

Europe Equity Research Morning Meeting

Finvaulta tracks 6 editions of Europe Equity Research Morning Meeting from J.P. Morgan, published between June 15, 2026 and August 4, 2026. Each edition is summarized on its own page.

Latest edition · August 4, 2026

JPM Europe Equity Research | Today’s Morning Meeting

This daily research report provides an overview of analyst activity, earnings previews, and corporate event updates for the European equity market as of August 4, 2026.

The Europe Equity Research update features company-specific analysis, including a positive view on Rolls-Royce following a 'beat and raise' cycle, and a cautious outlook on Nordic P&C insurers Sampo and Tryg. It also provides a comprehensive list of scheduled JPM investor events, conferences, and upcoming earnings calls, offering a timely digest of market developments for institutional clients.

Read the latest edition in full

Key takeaways from the latest edition

1.Rolls-Royce upgraded to 1,800p price target following impressive H1 26 results and raised guidance.
2.IAG removed from Analyst Focus List following outperformance and trimmed EBIT estimates due to fuel costs.
3.Nordic insurers Sampo and Tryg downgraded to Neutral and Underweight respectively due to lack of idiosyncratic catalysts.

What this series covers

Today's Morning Meeting
Also Published Today
In Case You Missed It… Trending in the Last Month
Key Changes
JPM Events
Conferences
Upcoming Earnings

Edition archive

Series at a glance

Editions tracked: 6
First edition: June 15, 2026
Latest edition: August 4, 2026

All J.P. Morgan research

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