Bericht van 3/9 ;-)
Jefferies sees investment opportunities among European small- and mid-cap stocks, citing valuations at record lows vs large caps and a broad-based recovery that has not yet materialised, while Eurozone rates have started to reverse
It says volatility presents a good opportunity to buy names exposed to attractive long-term structural growth markets at a discount, highlighting Arcadis , Do&Co and Sixt
It cites Basler , Jenoptik , Siltronic , Fugro and TKH Group as "oversold cyclicals"
Among rate cut beneficiaries, which should see earnings tailwinds from falling rates, it puts Afry , Flatexdegiro and Nordex
Jefferies favours Belimo and Munters as companies with unique opportunities from the rise of AI and its boost to global data centre market over the next decade