Recurring series

Europe First to Market

Finvaulta tracks 37 editions of Europe First to Market from J.P. Morgan, published between May 11, 2026 and September 4, 2026. Each edition is summarized on its own page.

Latest edition · September 4, 2026

JPM Europe Equity Research | Today’s Morning Meeting

J.P. Morgan's European morning research call highlights a rating relaunch on European Coca-Cola Bottlers (CCEP to Underweight, CCH to Neutral) citing tough 2027 comps and European sugar tax risks. The note also reiterates an Overweight rating on Prudential Plc following an overdone selloff post-1H26 results.

The September 4, 2026 issue of Europe First to Market features major research calls on European consumer staples and financials. For European Coca-Cola bottlers, analysts note that after resilient FY26 performance, 2027 faces tougher comparators and Europe pressures, leading to an Underweight rating on CCEP and Neutral on CCH. Concurrently, J.P. Morgan reiterates an Overweight stance on Prudential Plc, pointing out that its valuation discount (~9.5x 2027E P/E) excessively discounts 1H26 mix shifts. The document also summarizes price target upgrades for ASR Nederland and AXA, along with extensive schedules for upcoming corporate roadshows and events.

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Key takeaways from the latest edition

1.J.P. Morgan relaunches European Coca-Cola bottler coverage with CCEP rated Underweight due to Europe demand and sugar tax headwinds, while CCH is rated Neutral supported by emerging markets strength.
2.Reiterates Overweight on Prudential Plc, arguing the negative market reaction to 1H26 results was overdone and growth contraction fears are unwarranted.
3.Key target price increases include ASR Nederland N.V. (raised to €80.00 from €69.00), AXA (raised to €52.00 from €50.00), and Acciona Energia (raised to €22.50 from €22.00).

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
Upcoming Earnings

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Series at a glance

Editions tracked: 37
First edition: May 11, 2026
Latest edition: September 4, 2026

All J.P. Morgan research

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