Citi
June 12, 2026
The Point For Europe
Weekly UpdateEquitiesMacro Economic IndicatorsRates Govt BondsConsumer DiscretionaryHealth Care
This report provides equity research updates on European companies, including upgrades for Halma and Continental and a neutral view on BMW. It also covers strategic commentary on European healthcare and macro-economic policy.
Key Takeaways
- 1.Halma PLC upgraded to Buy following share price de-rating post-FY27 guidance.
- 2.BMW sentiment remains weak amid concerns over China sales performance and margin pressure.
- 3.Continental added to EU 'Focus List' with PT lift to €80, citing catalyst-rich period via ContiTech sale process.
Table of Contents
- Top Call
- Industry
- Strategy & Economics
- Fixed Income & FX
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Authors
Martin WilkieHarald C Hendrikse
Securities
HLMA.LBMWG.DECONG.DE
Themes
AI in Production and InfrastructureECB Monetary Policy TighteningEuropean Healthcare Leaders Conference Insights
Regions
EuropeAsia PacificUnited KingdomGermanyChina