European Daily Focus: Wednesday, 10th June 2026

研报英文原文证据摘录

European Daily Focus: Wednesday, 10th June 2026

Deutsche Bank

Research

Europe Strategy Date

10 June 2026

European Daily Periodical

Focus

Wednesday, 10th June 2026

Jonathan Jayarajan

TOP STORIES Associate Director Equity Research - EMEA

FIELMANN (FIEG.DE) - A Proven Model, Now Scaling Internationally Products

Michael Kuhn: Initiate with Buy, Tgt EUR63. Fielmann is Europe’s leading optical +44-20-754-76037

retailer by volume, with a highly efficient vertically integrated model, dominant

market positions, and consistently high customer satisfaction of around 90%.

Under second-generation CEO Marc Fielmann, the company has successfully

executed its Vision 2025 transformation, delivering sales growth of nearly €1bn

versus 2018 and a significant increase in profitability. This track record of execution

provides what we see as a credible foundation for the next strategic phase –

expanding beyond its historically mature core markets toward a more international,

growth-oriented business model.

EASYJET (EZJ.L) - Breaking up hard to do, but a slot leasing angle? Move to Figure 1: Table of Contents

Hold

Jaime Rowbotham: Sell to Hold, Tgt 340p to 540p. Last Close 480.20p. Castlelake Top Stories Page 01

Target Price Changes Page 02

L.P. is a global alternative investment manager specialising in asset-based investing Company Updates Page 03

with over 20 years of experience in aircraft investing, leasing and servicing. It Sector Update Page 05

already has a direct commercial relationship with easyJet, leasing four A320neos Strategy / Economics Page 06

Global Focus Page 09

to the company, owns a 2.14% stake and in 2023 was involved in a situation (SAS)

Source : Deutsche Bank

where it bought undervalued aviation assets suffering cyclical stress before

optimising and exiting.