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Andreas Willi
Ben Uglow
Harry Braithwaite
Rory Smith
Stuart Pearson
Thomas Uglow
Yijun Tang
stock
ABB
Airbus SE
Alstom SA
Assa Abloy AB
Atlas Copco
Autos: The Big Picture
Autos: The Little Picture
Autos: The Very Big Picture
BAE Systems
BMW AG
Boeing Co
BP plc
BYD Co Ltd
China
Daimler Truck Holding AG
Dassault Systemes
Defence
Eaton
Emerson
Epiroc
Estun Automation
FANUC Corp
Fastenal
Ferrari N.V.
GE Aerospace
GE Vernova
Global Aerospace & Defence
Global Autos
Global Industrials
Global Mining Equipment
Global Trucks
Halma
Hexagon AB
Hubbell Inc
Ingersoll Rand
Inovance Technology
Kennametal Inc
Keyence Corporation
KION Group
Knorr Bremse
Legrand
Leonardo SpA
Lockheed Martin Corp
Melrose Industries
Mercedes-Benz Group AG
Mitsubishi Heavy Industries Ltd
MTU Aero Engines AG
PACCAR Inc
PMI Playbook
Porsche AG
Renault SA
Rexel
Rheinmetall AG
Robotics & AI
Rockwell Automation
Rolls-Royce Holdings Plc
RTX Corp
Saab AB
Safran
Sandvik
Schneider Electric
Siemens
Siemens Energy
SKF
Smiths Group Plc
Spectris Plc
Spirax Group Plc
Stellantis NV
Systems Integrator
Thales SA
The Cycle
Timken Co
Traton SE
TT Electronics
Unitree Robotics
US
Vertiv
Volkswagen AG
Volvo AB
Weir Group Plc
Porsche AG
Lean not yet Mean Downgrading to UW
Rating Change
Price: EUR 41.5
Target price: EUR 50
Investment rating: Equal-weight
14 October 2026
Global Industrials
CIIF Day 2 Broader than AI
Fast Blast
Investment rating: -
14 October 2026
Volkswagen AG
Updating Estimates Post Q3 PreClose
Price: EUR 68.86
Target price: EUR 112
Investment rating: Overweight
14 October 2026
BMW AG
Updating Estimates Post Q3 PreClose
Price: EUR 54.14
Target price: EUR 60
Investment rating: Underweight
13 October 2026
Schneider Electric
Second Chance
Rating Change
Price: EUR 265.35
Target price: EUR 319.8
Investment rating: Equal-weight
13 October 2026
Global Industrials
CIIF Day 1 No Slowdown
Fast Blast
Investment rating: -
12 October 2026
Autos: The Big Picture
29 Europes China Safeguard Paris Preview
Investment rating: -
11 October 2026
Renault SA
Updating estimates post Q3 preclose
Price: EUR 26.66
Target price: EUR 30
Investment rating: Equal-weight
09 October 2026
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