Reminder: Analyst Access: Barclays: European Mid Cap - Best Ideas

Research evidence excerpt

Reminder: Analyst Access: Barclays: European Mid Cap - Best Ideas

Ypsomed – FY26 Review: Mid-term upside?

Unibail – Q126 solid operating performance and financing activity; FY26E guidance

confirmed

Rational – Nice 1Q showing equity story still holds

Kion – Strong orders providing relief

Centrica – Trading statement modest; acquisition of 850MW CCGT

Meet the Analysts

Dominic joined Barclays in December 2018 as head of

European Utilities research. Prior to this, Dominic was

head of utilities, renewables, infrastructure and transport

research at Macquarie. Dominic started his utilities career

in 1998 working for Offer (now Ofgem) on utility retail

deregulation. He joined the Credit Suisse European

utilities team in 2000. In 2005 he moved to Credit Suisse

prop trading, where he became head of their global

utilities, renewable and infrastructure investments. In

2010 he returned to research at Liberum Capital. Dominic

holds a PhD (Chemical Engineering) from the University of

Cambridge.

View Analyst Page

Timothy Lee, CFA, ACA, CESGA, is a Director within

Barclays European Equity Research department and

covers European Capital Goods. He joined Barclays in

February 2023 and has approximately 15 years’ experience

in equity research. Previously, he was the head of

China/HK Mid/Small Caps at CLSA in Hong Kong, covering

multiple sectors as a generalist. While he led the team, it

ranked third on the 2018 All-China Research Team, Small &

Mid Capitalisation, and was a runner-up in the 2020

Institutional Investor All-Asia Poll for Small to Mid

Capitalisation Stocks. He was also ranked among the top

five Best Analysts for Small/Mid Caps (China H-shares) for

several years in the Asiamoney Brokers Poll. He earned a

BSc in Quantitative Finance from the Chinese University of