DayFR Euro

Analyst opinion of the day: Kering, Hermès, Michelin, UCB, Euroapi, Forvia, Galderma, Ipsen…

Every morning, before the European markets open, find a selection of recommendations from analysts covering the main markets of the old continent. The list only includes companies that have been subject to a change in opinion or price target, or new monitoring. It may be updated during the session. This information sheds light on the movements of certain stocks or market sentiment on a company.

  • ArgenX: JP Morgan maintains its recommendation to overweight with a price target raised from 620 to 740 EUR.
  • Azimut Holding: Deutsche Bank downgrades its buy to hold advice with a price target reduced from 30.60 EUR to 27.80 EUR.
  • Basf: Baader Helvea moves from accumulating to buying with a price target raised from 50 to 55 EUR.
  • Beijer: Citi starts monitoring at neutral with a price target of 174 SEK.
  • Burberry: BNP Paribas Exane maintains its neutral recommendation with a price target raised from 620 GBX to 900 GBX.
  • Compagnie Financière Richemont: Citigroup maintains its buy recommendation with a price target reduced from 158 CHF to 145 CHF.
  • Covivio: JP Morgan maintains its overweight recommendation with a reduced price target of 64 to 62 EUR. Morgan Stanley downgrades market weighting to underweight with a price target reduced from 60 EUR to 55 EUR.
  • Credito Emiliano: Jefferies goes from buy to hold with a price target reduced from 11.90 to 11.50 EUR.
  • Currys: Deutsche Bank downgrades its buy to hold advice with a reduced price target from 95 GBX to 85 GBX.
  • Euroapi: JP Morgan maintains its neutral recommendation with a price target raised from 3 EUR to 3.50 EUR.
  • Forvia (Ex-Faurecia): Barclays maintains its overweight recommendation with a price target reduced from 16 to 14 EUR.
  • Galderma: JP Morgan maintains its recommendation to overweight with a price target raised from 94 to 105 CHF.
  • Gestamp Automoción: Barclays downgrades from overweight to market weighting with a price target reduced from 3.50 EUR to 3 EUR.
  • Givaudan: Kempen downgrades from neutral to sell with a price target reduced from 4000 CHF to 3500 CHF.
  • Hermès International: BNP Paribas Exane maintains its outperformance recommendation with a price target raised from 2,340 to 2,470 EUR.
  • Ipsen: Deutsche Bank maintains its recommendation to hold with a price target raised from 112 to 114 EUR.
  • Just Eat Takeaway: Morgan Stanley maintains its overweight recommendation and raises the price target from 1290 to 1700 GBX.
  • Kering: BNP Paribas Exane maintains its neutral recommendation with a price target reduced from 255 to 245 EUR.
  • Lhyfe: RBC Capital maintains its outperformance recommendation and reduces the price target from 8 EUR to 6.50 EUR.
  • Lonza Group: Goldman Sachs maintains its buy recommendation and raises the price target from 645 to 665 CHF. JP Morgan maintains its recommendation to overweight with a price target raised from 645 to 650 CHF.
  • Medicover: Deutsche Bank starts monitoring for purchase with a price target of 210 SEK.
  • Mercedes-Benz: Barclays downgrades market weighting to underweight with a price target reduced from 65 EUR to 48.50 EUR.
  • Michelin: Barclays maintains its recommendation to underweight and lowers the price target from 31 to 30 EUR.
  • Nel Asa: RBC Capital downgrades from outperformance to sector performance with a price target reduced from NOK 12 to NOK 4.
  • Pandora: JP Morgan goes from neutral to overweight with a price target raised from 1106 DKK to 1300 DKK.
  • Persimmon: Citi goes from neutral to buy with a price target reduced from 1540 to 1450 GBX.
  • Porsche AG: Barclays improves its market weighting recommendation to overweight with a price target of 70 EUR.
  • Robertet: Marex SA maintains its purchase recommendation and reduces the price target from 1093 to 995 EUR.
  • Roche: JP Morgan maintains its recommendation to underweight with a price target raised from 220 to 230 CHF.
  • Sandoz: JP Morgan maintains its recommendation to overweight with a price target raised from 43 to 48 CHF.
  • Sanofi: JP Morgan maintains its neutral recommendation with a price target raised from 100 to 105 EUR. Deutsche Bank maintains its sell recommendation with a reduced price target of 90 to 85 EUR.
  • Sartorius Stedim Biotech: JP Morgan maintains its overweight recommendation with a reduced price target of 240 to 230 EUR.
  • Sonova Holding: JP Morgan downgrades its recommendation from neutral to underweight with a price target of 224 CHF.
  • Swatch Group: BNP Paribas Exane maintains its underperformance recommendation with a price target reduced from 150 to 135 CHF.
  • UCB: JP Morgan maintains its recommendation to overweight with a price target raised from 200 to 230 EUR.
  • Valeo: Barclays maintains its market weighting recommendation and reduces the price target from 14 to 10 EUR.
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