UBS Week Ahead

ab Global Research 18 September 2026

European Contextual Diary Equities

Upcoming Events (Commencing 21 September) Europe including UK

Silky Agarwal Product Manager In this note we preview the coming week's corporate events With 22 company events lined up for the coming week, we are heading into a CMD- dominated period over the next couple of weeks. Paul Schneider Head of Markets Focus We continue to survey our analysts to identify catalysts (based on earnings momentum and/or share price reaction) and also provide crowding scores*. Our analysts have Cora Neumann, PhD identified four potential positive catalysts for the coming week. Product Manager Positive catalysts: Ayvens SA (21-Sep); Anheuser-Busch InBev (22-Sep); CTP NV(22- Sep); Renishaw (23-Sep)

We have captured all previews published by our analysts beyond next week in our new interactive Excel, here

Figure 1: Key events for the week ahead

Monday, 21st Tuesday, 22nd Wednesday, 23rd Thursday, 24th Friday, 25th Ayvens SA (CMD) Anheuser-Busch InBev (CMD(22-23 Sep)) adidas AG (Innovation day) DFS Furniture PLC (FY 2026 Results) None Novo Nordisk (CMD) Bureau Veritas (CMD) Beneteau SA (H1 2026 Results) H & M (Q3 2026 Results) Société Générale (CMD) CTP NV (Capital Markets (Sep 22-23)) Ceres Power (H1 2026 Results) Halma Plc (Q2 2027 Trading Update) Evolution AB (Annual General Meeting) JD Sports Fashion (H1 2027 Results) Solaria (Q2 2026 Results) Exor (H1 2026 Results) Renishaw (FY 2026 Results) Vistry Group (H1 2026 Results) Kingfisher PLC (H1 2027 Results) Trigano SA (Q4 2026 Trading Update) TUI AG (Q4 2026 Trading Update) UPM-Kymmene OYJ (CMD 2026 of future WISA Group)

Source: UBS Research, company data. Events listed in alphabetical order, by date. Name in green indicates potential positive catalyst: Positive revisions to consensus earnings AND/OR positive share price reaction. Name in red indicates potential negative catalyst: Negative revisions to consensus earnings AND/OR negative share price reaction.*Crowding is defined as a high percentage of eligible funds holding (or shorting) a stock. While scores have no imposed minimums and maximums, most crowding scores tend to range from -30 to +30. A higher positive score means a stock is more long-crowded, a lower negative score means a stock is more short- crowded.

This report has been prepared by UBS AG London Branch. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantitative Research Review published by UBS, begin on page 18.

Week of 21 - 25 Sep 2026 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Silky Agarwal Product Manager Week of 28 Sep - 2 Oct 2026. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Paul Schneider Head of Markets Focus Other Published Previews (Events beyond 25 Sep). . . . . . . . . . . 5 Cora Neumann, PhD Macro-economic Events 21 - 25 Sep 2026 . . . . . . . . . . . . . . . . . . 6 Product Manager Macro-economic Events 28 Sep - 2 Oct 2026 . . . . . . . . . . . . . . . . 9

Political and Central Bank Events 21 - 25 Sep 2026 . . . . . . . . . . 12

Political and Central Bank Events 28 Sep - 2 Oct 2026. . . . . . . . 15

European Contextual Diary 18 September 2026 ab 2