June 10, 2026 06:34 AM GMT Bloom Energy Corp. | North America Crusoe Pausing Development Activities at WY Site – BE Outlook Intact Yesterday, Crusoe announced that, at the request of its customer, it had paused its development activities at a 1.8 GW data center campus in Cheyenne, WY. The site has been designed to use 900 MW of Bloom fuel cells for a portion of its onsite power. The tenant of the data center has not officially been disclosed and the fuel cells, worth $2.65b of revenue to Bloom, were optione ...

EUROPE | Sustainability & Transition Strategy June 10, 2026 INVITE - Energy Transition Beneficiaries: Schaeffler To maintain JEF's leadership in the debate on EU's accelerating energy transition, we are launching a new series highlighting the companies positioned to benefit. This session will focus on Schaeffler, a motion technology supplier enabling electrification and efficiency across mobility and industry. We will discuss w/ JEF analyst Vanessa Jeffriess how this positioning supports growth, resilience, ...

June 10, 2026 06:30 AM GMT Tokyo Ohka Kogyo (4186) | Japan Focus on Raw Material Price Trends & Share Price Level | What's Changed | | | | --- | --- | --- | | Tokyo Ohka Kogyo (4186.T) | From | To | | Price Target | ¥7,900 | ¥9,400 | TOK is likely to feel the brunt of high raw material prices in F12/26 2Q, but we still expect it to beat full-year targets. Key Takeaways Raise PT to ¥9,400, stay EW: Raising our F12/27e EPS from ¥339.5 to ¥397.9, we lift our price target from ¥7,900 to ¥9,400. Our target P/E o ...

UK | REITs Tritax Equity Research First View: Manor Farm Planning decision now expected by 7th July Conclusion 10 June 2026: BBOX notes from the Ministry of Housing, Communities and Local Government that a decision by the Secretary of State on planning at the Company's data centre at Manor Farm, Heathrow is now expected to be issued on or before 7 July. BBOX note that the government has designated data centres as critical national infrastructure, and this scheme strongly supports the UK's digital strategy. ...

10 June 2026 | 6:25AM BST Equity Research GS EUROPEAN EXPRESS: IHG | Auto1 | Berkeley | Argenx | Macro | Global | Corporate Access We are hosting a '30th European Financials Conference 2026 – Key Takeaways' call today at 2:30 pm UKT, register here! We also have a new podcast out on 'GOAL: Asset Allocation Webinar: An overview of our core views across assets', listen here! InterContinental Hotels Group (IHG.L): Faster net unit growth to unlock further re-rating and narrow valuation gap to US peers; Buy (on C ...

June 10, 2026 06:30 AM GMT Koito Mfg. (7276) | Japan Steady Cost Improvement | What's Changed | | | | --- | --- | --- | | Koito Mfg. (7276.T) | From | To | | Price Target | ¥2,650 | ¥2,900 | Rising prospects for improved earnings, aided by rationalization and overhaul of LiDAR business. Profit growth to accelerate if top line expands, but order growth to take time; we stay EW. Key Takeaways Earnings outlook: Cost reductions the key driver: We fine-tune our OP forecasts, from ¥64.5bn to ¥64.0bn for F3/27 (gu ...

June 10, 2026 06:30 AM GMT Stanley Electric (6923) | Japan Cost Reform Front Runner | What's Changed | | | | --- | --- | --- | | Stanley Electric (6923.T) | From | To | | Price Target | ¥3,300 | ¥3,750 | Stanley's medium-term plan from F3/27 targets restructuring and growth into new businesses/markets. Mgmt has a sense of urgency over the emergence of overseas players and will review parts, procurement and supply chains. With stiffer competition, we're watching fundamental reforms across the industry. Key T ...

10 June 2026 | 6:36AM BST Equity Research Safran (SAF.PA): Defence site visit - key takeaways On June 8-9, we attended Safran's sell-side site visit in Montluçon, France with Pascal Bantegnie, Chief Financial Officer of Safran, and Franck Saudo, Chief Executive Officer of Safran Electronics & Defence. The visit focused on Safran Electronics and Defence activities, especially navigation and timing systems, guided bombs and optronics. Here are our key takeaways: Milind Sikchi +1(332)245-7985 | milind.sikchi@g ...

China: Energy-led PPI increased further in May, while core CPI softened 10 June 2026 | 1:26PM HKT Economics Research Bottom line: China's headline CPI inflation was flat at +1.2% yoy in May, as higher energy prices were broadly offset by lower food prices. Core CPI inflation edged down to +1.1% yoy, likely due to softer tourism-related services prices. Headline PPI inflation increased further to +3.9% yoy in May from +2.8% yoy in April, mainly due to higher chemical, energy, and coal prices. Overall, upstre ...

LKQ J P M O R G A N North America Equity Research 10 June 2026 CFO NDR Takeaways: Path to Growth Clearing as US Collision Trends Improve; ERP Integration Milestones in Europe Key to Alleviate Remaining Overhang We recently hosted LKQ SVP and CFO Rick Galloway and VP of Investor Relations Joseph P. Boutross for investor meetings in London. The overarching takeaway is that management continues to execute its self-help initiatives at an impressive pace despite a choppy industry backdrop over the past two years ...