Europe Equity Research Today's Morning Meeting

Latest edition · August 7, 2026

JPM Europe Equity Research | Today’s Morning Meeting

This daily morning meeting report covers new research initiations, equity upgrades for OHB and Umicore, and reiterates a bullish outlook on UK SMid-Caps.

J.P. Morgan's Europe Equity Research for August 7, 2026, focuses on stock initiations including OHB SE (Overweight), updates on Umicore's earnings momentum, and maintains a long-term bullish stance on UK SMid-Caps. The report also provides a comprehensive calendar of upcoming earnings, JPM-hosted conferences, and company roadshows for the remainder of the quarter.

Key takeaways from the latest edition

• 1.OHB SE initiated with an Overweight rating and €300 price target, citing potential in the German space sector.
• 2.Umicore upgraded to Overweight with a raised price target of €28, supported by earnings momentum.
• 3.JPM maintains a positive outlook on UK SMid-Caps, adding four new long positions: Bunzl, Convatec, Genuit Group, and Breedon Group.

What this series covers

• Today's Morning Meeting
• Also Published Today
• Company Research
• Sector Research
• Strategy, Macro, Economics & Sustainable Investing Research
• Rhine Water Levels
• In Case You Missed It
• Key Changes
• EPS Estimate Changes
• JPM Events
• Conferences
• Upcoming Earnings

Edition archive

• JPM Europe Equity Research | Today’s Morning Meeting

  August 7, 2026

• JPM Europe Equity Research | Today’s Morning Meeting

  August 6, 2026

• JPM Europe Equity Research Today’s Morning Meeting

  August 5, 2026

• JPM Europe Equity Research Today’s Morning Meeting

  July 31, 2026

• JPM Europe Equity Research Today’s Morning Meeting

  July 29, 2026

• JPM Europe Equity Research Today’s Morning Meeting

  July 23, 2026