Europe First To Market

J.P. Morgan's daily update highlights a sharp earnings downgrade for BMW and an upgrade for Aixtron amidst broader European equity market research, events, and upcoming earnings.

Key Takeaways

• 1.BMW cut annual automotive margin guidance to 1-3% from 4-6% due to China business deterioration.
• 2.Aixtron outlook upgraded based on multi-year growth potential in Gallium Nitride and Silicon Carbide.

Table of Contents

• Today's Morning Meeting
• Also Published Today
• In Case You Missed It... Trending in the Last Month
• EMEA Metals & Mining
• Key Changes
• JPM Events
• Upcoming Earnings

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