JPMorgan-EU Insights – July 2024 Must-Reads and Highlights from Equit...-109074057

EuropeEquityResearch07July2024EUInsights–July2024Must-ReadsandHighlightsfromEquityResearchThismonthinJ.P.MorganEuropeEquityResearch…HeadofEMEAEquityResearchSophieLWarrickACUKElections–TheResults.WithaLabourPartywinintheUK,oursectorteamsassessedtheimplicationsfortheircoveragewith(44-20)7134-1423standalonenotesonFinancials,Housebuilders,Utilities,Trainline.sophie.l.warrick@jpmorgan.comFrenchElections.OursectorteamsdetailedtheircoverageexposureHeadofEMEAEquityResearchtoFrance,FXsensitivityandpotentialsinglestockimplications,withContentdetailedpiecesfromESG,BuildingMaterials&InfraandBanks.BrunaHaqACCreditCheckIV.InthefourtheditionofCreditCheck,oursectorteams(44-20)7134-0681refreshedtheirassessmentofcompaniesthatmayfaceleveragebruna.haq@jpmorgan.comconcernsandthosethatarewellpositioned,withadditionaldetailsongrossdebtandleasesandhowsecondorderimpactshaveevolved.ContentTeamAnastasiaTikhonovaGlobalRealEstateSurvey–TheNewNormal.NeilGreenandteamaskedmorethan3.5kpeopleacross16globallocationsabouttheir(44-20)3493-8007returntotheoffice,andseestheresultsassupportiveforGecina(OW).anastasia.tikhonova@jpmorgan.comJ.P.MorganSecuritiesplcAutos–ChinaFeedback.JoseAsumendideepdivedintotheChinesemarket,assessedChineseOEMsmarketshareinEurope,Porsche’sTableofContents:(OW)productstrategyinChina,andBMW’s(OW,AFL)execut...