European Equities Week Ahead Jul 27 Jul 31

Equity Research 24 July 2026 | 9:42AM BST

European Equities Week Ahead: Jul 27 - Jul 31

Differentiated expert calls and webcasts: Sahar Islam | n Corporate Macroscope, A Macro Guide to the Micro World. With Peter Goldman Sachs International

Oppenheimer in Strategy (note here with link to the presentation). Monday 2:30pm UKT. n How is AI transforming the legal publishing industry? Former Head of Legora UK moderated by Adam Berlin on Media & Internet. Legora is an AI-powered workspace and operating system for the legal industry and is one of the new entrants that is scaling quickly (along with Harvey). This is a key debate for Buy-rated RELX and the call will cover the strength of its moats in its Legal division as well as how law firms are managing the explosion in token use. Monday 3:00pm UKT. See this takeaway from a call with Legora hosted by US software here. n Fireside Chat with BE Semiconductor Industries CEO. Monday 3:00pm UKT.

Monday: Genentech - Roche (San Francisco) (wholly owned, independent subsidiary of Roche); Nestle (London)

Tuesday: Nestle (London); Galderma (Boston)

Wednesday: Standard Chartered (Virtual, London); Aberdeen Group (London, Virtual)

Thursday: Standard Chartered (Virtual, London); Aberdeen Group (London, Virtual); Rexel S.A. (London)

Friday: Standard Chartered (London); Aberdeen Group (London, Virtual); Rexel S.A. (London); Rentokil Initial Plc (London)

In-focus earnings: 179 GS-covered companies report next week; previews linked where available.

Monday: Galp (Buy); Vodacom (Neutral); Merlin Properties Socimi SA (Buy); AstraZeneca (Buy); Rexel S.A. (Buy); Vodafone (Sell - Q1 FY27 Trading Update)

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Goldman Sachs European Equities Week Ahead

Tuesday: Mercedes-Benz Group AG (Buy); GTT (Neutral); Croda (Buy); TeamViewer (Neutral); Infrastrutture Wireless SpA (Neutral); Omnicom (Buy); Unite Group (Buy); Sika (Buy); Lottomatica Group (Buy); Safran (Buy); Philips (Buy); Air Liquide (Buy); SIG Group (Buy); Orange (Buy); Unilever Plc (Not Rated); Barclays Plc (Buy); Man Group (Buy); GSK Plc (Neutral); EssilorLuxottica (Neutral); ASM International (Buy); Banco Comercial Portugues(Neutral); Ferrovial SE (Buy); Logitech (Buy); Rio Tinto Plc (Neutral); BetMGM ( 50/50 JV between Entain and MGM),SSP Group (Sell - Q3 Trading Results)

Wednesday: Aston Martin Lagonda (Neutral); Porsche AG (Buy); ENI (Buy); BASF SE (Buy); Kerry (Buy); Smurfit Westrock (Buy); Electrolux AB (Neutral); Ariston Holding (Buy); OTE (Neutral); JCDecaux (Neutral); Klepierre (Buy); DWS Group (Sell); Tikehau Capital (Neutral); Piraeus Bank SA (Buy); UBS Group (Neutral); Standard Chartered (Buy); Nexi (Neutral); Endesa SA (Sell); Legrand (Neutral); Nexans (Buy); Elia Group (Neutral); Bureau Veritas (Buy); Nordex SE (Buy); Aena SA (Sell); Hexagon AB (Not Rated); IMCD NV (Buy); Danone (Neutral); Telefonica (Buy); Airbus (Buy); Aberdeen Group (Neutral); Reckitt (Neutral); Weir Group (Neutral); Lancashire Holdings Ltd (Buy); Deutsche Bank (Neutral); Snam SpA (Buy); Redeia (Neutral); Unicaja Banco SA (Sell); CaixaBank SA (Neutral); EDP Renovaveis SA (Buy); Terna (Sell); Intesa Sanpaolo (Buy); Telecom Italia (Not Rated); Vinci (Buy); Aeroports de Paris (Neutral); Davide Campari (Neutral); FDJ United (Sell); L’Oreal (Buy); Auto1 Group (Buy); Renault (Neutral); Sage Group (Neutral - Q3 FY26 Trading Update); Glencore Plc (Buy - H1 2026 Production Report); Remy Cointreau (Neutral - Q1 Sales 2026-27)

Thursday: BBVA (Buy, on Conviction List); CTP N.V. (Buy, on Conviction List); CVC Capital Partners (Buy, on Conviction List); Enel SpA (Buy, on Conviction List); Haleon (Buy, on Conviction List); Knorr Bremse (Buy, on Conviction List; partly a CMD…