AI capex seen as safe harbour within European electricals as infrastructure beats construction:
StreetAccount Summary - Trading higher/lower: EU mid-morning
Barclays upgrades ABBN.SW, SU.FP; downgrades LR.FP, RXL.FP
Rexel upgraded to buy from hold at Jefferies (€36.52, 0.00)
Financial services, basic resources, industrials the top performers; utilities, real estate and luxury the main laggards:
StreetAccount Summary - European pre-market trading update
Transcript Intelligence: Rexel Q4 Earnings Guidance
Transcript Intelligence: Rexel Q4 Earnings Themes
Transcript Intelligence: Rexel Q4 Earnings Q&A
Powered by FactSet Research Systems Inc.