UK And European Research At A Glance

This report provides weekly research updates on various European equities, including rating changes for SCHOTT Pharma, earnings previews for gold equities, and analysis of current geopolitical tensions impacting commodity prices.

Key Takeaways

• 1.SCHOTT Pharma AG & Co. KGaA upgraded to Outperform following FY2026 guidance raise.
• 2.Global investment banks show strong Q2 performance with healthy pipelines, though geopolitical uncertainty remains high.
• 3.Brent crude prices rose ~5% following increased US-Iran fighting and the end of the ceasefire.

Table of Contents

• Rating Revisions
• Earnings Preview
• Company Comments
• Industry Comments
• Global Commodity Strategy and MENA
• Quick Takes
• Disclaimer

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