UK and European Research at a Glance

This report provides weekly research insights across luxury goods, energy, and equity strategy. It highlights specific stock recommendations for Lonza and Berkeley, and monitors luxury pricing trends.

Key Takeaways

• 1.Jewellery brands see meaningful 9% YoY price increases, outperforming soft luxury which sees 2%.
• 2.Lonza Group upgraded to Outperform with a raised price target of CHF720, viewed as an 18% EPS compounder.
• 3.Energy sector volatility following the Versailles MoU has created potential entry points for quality assets.

Table of Contents

• Premium Research
• Company Comments
• Industry Comments
• Investment Strategy Research

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