This report provides a daily summary of equity research across the UK and European markets, covering key earnings previews, company model updates, and industry insights.
Key Takeaways
- 1.Focus on execution and production ramp for the Aerospace & Defense industry ahead of the Farnborough airshow.
- 2.Lonza Group requires $30bn in further investment over 2-3 years to meet biologics supply-demand balance for the early 2030s.
Table of Contents
- Earnings Preview
- Company Comments
- Industry Comments
- Investment Strategy Research
- Quick Takes
Document Preview
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Authors
Ken HerbertBen Bathurst
Securities
RYA.ILONN
Themes
Supply Chain Execution
Regions
EuropeUK