UK & European Research At A Glance

This report provides a daily summary of equity research updates including rating changes for easyJet, model updates for several European companies, and sector commentary on gene therapy and industrial metals.

Key Takeaways

• 1.EasyJet downgraded to Sector Perform due to balanced risk-reward profile following recent stock surge.
• 2.Copper equities are experiencing an outsized sell-off compared to the underlying commodity, presenting an attractive entry point.
• 3.Gene therapy CDMO trends show constructive optimism, with Danaher's Aldevron noted as a key beneficiary.

Table of Contents

• Rating Revisions
• Company Comments
• Industry Comments
• Investment Strategy Research
• Quick Takes

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