Jefferies European Equity Daily
European Equity Daily 15th October
GLOBAL INVITE—The Supreme Court’s New Term: Which Cases Matter Most?
STANDARD CHARTERED (STAN LN, BUY, PT: 3040.00p) Growth without the capital trade-off
REITS Real Estate in a Higher-for-Longer World: 9 Rating Changes
REITS Real Estate in a Higher-for-Longer World: 9 Rating Changes
ASML (ASML NA, HOLD, PT: €1590.00) Gross Margin Strength into 2027, but 2028 Trends are Less Certain
PVA TEPLA (TPE GR, BUY, PT: €48.00) Q3 Preview: It's All About Delivering Q4 Confidence
SOFTCAT (SCT LN, HOLD, PT: 1750.00p) Tough comps or conservatism?
ZURICH INSURANCE (ZURN SW, HOLD, PT: CHF620.00) Beazley Bagged
GALP ENERGIA (GALP PL, HOLD, PT: €21.00) GALP into 3Q; Still Looking for Answers
DOUGLAS (DOU GR, BUY, PT: €10.00) First View: Douglas Appoints New CEO Effective November 2026
GECINA (GFC FP, BUY, PT: €75.00) Strong Leasing Activity; Guidance Confirmed
SWISS RE (SREN SW, UNDERPERFORM, PT: CHF110.00) Pushback on Our Underperform Thesis
ZEALAND (ZEAL DC, HOLD, PT: DKK320.00) Key Takes from JEF "Back to School" Fireside Chat with CEO
BANKS Colombia | Cohorts Never Lie
BEVERAGES US Spirits – De-premiumisation Tracker October 2026
METALS & MINING China Credit Growth Falls to Record Low
OIL & GAS EXPLORATION & PRODUCTION ***INVITE*** Fireside Chat with Serica Energy, 4pm UK, 20th Oct
PROPERTY & REAL ESTATE Top of the Blocks
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