European equities are drawing a cautiously bullish tone in this week's published research, with the DAX flagged at the index level and a few single names catching positive attention.
On the index, researchers argue bulls remain in control of the DAX in the near term, with no major macro releases expected to disrupt the trend. It's framed as tactical rather than a big structural call.
At the stock level, the published views split by time horizon. One camp of analysts holds Schneider Electric as a long-term beneficiary of grid modernisation and the energy build-out tied to AI data centres. A similar structural case is made for Rolls-Royce, pointing to entrenched positions across aerospace, defence, and energy systems as global defence budgets rise.
A more tactical thread of recent research highlights Elmos Semiconductor: the stock has rebounded from a correction, and a break above key resistance would, in that view, confirm a trend reversal.
Net-net: near-term momentum on the DAX, secular stories on Schneider and Rolls-Royce, and a technical setup on Elmos.