European Contextual Diary: Upcoming Events (Commencing 3 August)

Research evidence excerpt

European Contextual Diary: Upcoming Events (Commencing 3 August)

Global Research

31 July 2026ab

European Contextual Diary Equities

Europe including UKUpcoming Events (Commencing 3 August)

Silky Agarwal

Product Manager

In this note we preview the coming week's corporate events silky.agarwal@ubs.com

+44-20-7567 8634

With 86 company events lined up for the coming week, we are now entering the

midpoint of the Q2 earnings reporting season. Paul Schneider

Head of Markets Focus

paul.schneider@ubs.com

We continue to survey our analysts to identify catalysts (based on earnings momentum +44-20-7568 4541

and/or share price reaction) and also provide crowding scores*. Our analysts have

Cora Neumann, PhD

identified 12 potential positive catalysts and 6 potential negative catalysts for the Product Manager

coming week. cora.neumann@ubs.com

+44-20-7567 0848

Positive catalysts: Salvatore Ferragamo SPA (03-Aug); Continental (04-Aug); ConvaTec

Group Plc (04-Aug); Deutsche Lufthansa AG (04-Aug); Domino's Pizza Group (04-Aug);

Zalando SE (04-Aug); Coca-Cola Hellenic Bottling Company S.A (05-Aug); Heineken

(05-Aug); Siemens Energy AG (05-Aug); Oerlikon (06-Aug); Siemens (06-Aug);

Swisscom (06-Aug).

Negative catalysts: Beiersdorf (05-Aug); Glencore Plc (05-Aug); Adecco (06-Aug);

Derwent London (06-Aug); Nordic Semiconductor ASA (06-Aug); Swiss Re (06-Aug).

We have captured all previews published by our analysts beyond next week in

our new interactive Excel, here.

Figure 1: Key events for the week ahead

Key events for the week ahead

Source: UBS Research, company data. Events listed in alphabetical order, by date. Name in green indicates potential positive catalyst: Positive revisions to consensus earnings

AND/OR positive share price reaction.