International Consolidated Airlines Will Fly Higher

Davide Campari: Our 2025 Contrarian Idea

Richemont: Supportive Holiday Sales, Now A Pricey Valuation (Rating Downgrade)

Ferrari: Controlled Growth Limits The Upside

Ermenegildo Zegna: Potential Re-Rating In The Near Term

Royalty Pharma: Key Strategic Updates To Be Priced In

AstraZeneca: Uncertainty Ahead, Neutral Rating Confirmed.

Stellantis: What's Next?

Swiss RE: New Target To Price In

Michelin: Aging Car Population Is A Plus To Add

On Holding: Higher Growth Ahead, Still A Buy

E.ON: Well Positioned For Growth, Despite The Germany 2025 Election

Leonardo: Noisy B787 Challenges, This Is Still A Clear Buy

Enagas: Litigation In Favor, 3 Key Impacts

Iberdrola: Combining Value And Growth

CNH Industrial: Another Guidance Cut, Still A Buy

Prysmian: Excellent Execution And New Catalysts On The Horizon

Porsche AG: No Visibility In 2025, We Are Now Neutral

Porsche Automobil Holding SE: Lower Dividends Raise Concerns

Kering: Tough Spot, Neutral Rating Now

Volkswagen: Restructuring In Place Means Short-Term Pain And Long-Term Gain

Novartis: Time To Increase

Intesa Sanpaolo: A Quality Angle To Play

Allianz: Neutral View After Capital Market Day

Enel: Most Preferred Utilities With Improved Capital Allocation