J.P. Morgan SELL

JPM Europe Equity Research | Today’s Morning Meeting

Jul 30, 202616 pages

From the report报告摘录EUROAPI FX-Driven Margin Cut: 25% FY26 EBITDA consensus cut due to 30% Core EBITDA miss and FX impact (critical risk factor) - Electrolux EPS Revision Extremes: -96.5% current EPS revision signals severe fundamental…

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