Jefferies European Equity Daily
European Equity Daily 13th October
GLOBAL INVITE—U.S. Midterms: What’s at Stake Across Key Sectors? *7 Calls*
GLOBAL The Download: Reading Trump’s Deregulation Roadmap—What Comes Next?
GLOBAL TOMORROW—The Download: Launching “The Buildout” with Steven Volkmann
GLOBAL INVITE—The Download: Clean Tech IPOs and Capital Markets: A View from JEF ECM
EUROPE On The Horizon - Stocks with Catalysts
EUROPE On The Horizon - Stocks with Catalysts
UNILEVER (ULVR LN, UNDERPERFORM, PT: 4000p) Q3 Preview: A Game of 2-Halves
INTERNET Long Live Classifieds!: Investor Feedback So Far
RETAILERS Real-Time Retail Round-Up: A Slower Trend
BEFESA (BFSA GR, BUY, PT: €44) 3Q Preview: Cautious Into Print But Story Intact.
INTERCORP FINANCIAL SERVICES (IFS, BUY, PT: $74.70) Late Cycle, More Upside Ahead
LVMH (MC FP, HOLD, PT: €415) A Beat on Paper, a Miss in Leather
PHILIP MORRIS INTERNATIONAL (PM, HOLD, PT: $190) 3Q26 Preview: Near-Term Appears Well- Set
UNILEVER (ULVR LN, UNDERPERFORM, PT: 4000p) Q3 Preview: A Game of 2-Halves
ENI SPA (ENI IM, BUY, PT: €30) ENI into 3Q – Refining Matters Here Also
BALFOUR BEATTY (BBY LN, BUY, PT: 1120p) A Conversation with Balfour Beatty
BHP (BHP LN, HOLD, PT: 3350p) Feedback from the Road
FLUGHAFEN ZURICH (FHZN SW, HOLD, PT: CHF252) September Key Figures
GALP ENERGIA (GALP PL, HOLD, PT: €21) First View: GALP 3Q Trading Update - Solid
L'OREAL (OR FP, HOLD, PT: €361) LVMH 3Q26 P&C Read-Thru: Selective Retail Gives Good Vibes For Category
TRAVIS PERKINS (TPK LN, UNDERPERFORM, PT: 453p) Feedback from Sales Desk Briefing
BANKS Jefferies Global Bank Valuation Comps 12/10/2026
BEVERAGES Spirits Read-Across from MH 3Q26
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