RBC Capital Markets
June 23, 2026
UK & European Research At A Glance
EquitiesCommoditiesConsumer DiscretionaryHealth Care
This report summarizes RBC Capital Markets' latest research updates on European equities, including retail and industrial sectors, alongside banking and commodity outlooks.
Key Takeaways
- 1.Moncler shows balanced setup with solid brand health but expects seasonal moderation.
- 2.PolyPeptide Group forecast increased for 2026, driven by higher facility output.
- 3.Industrial metals (copper) in a relief rally following the US-Iran peace deal, awaiting US tariff decisions.
Table of Contents
- Earnings Preview
- Company Comments
- Industry Comments
- Quick Takes
- Disclaimer
Document Preview
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Authors
Piral DadhaniaNikolaos LafioniatisRichard ChamberlainManjari DharCharles WestonNatalia WebsterSam CrittendenBenjamin Toms
Securities
MONCPPGN
Themes
Corporate M&AGeopolitical impact on commodities
Regions
EuropeUnited StatesUK