UK&I Daily Focus: Wednesday, 10th June 2026

研报英文原文证据摘录

UK&I Daily Focus: Wednesday, 10th June 2026

Deutsche Bank

Research

Europe Strategy Date

10 June 2026

UK&I Daily Focus Periodical

Wednesday, 10th June 2026

Jonathan Jayarajan

LEADING STORIES Associate Director Equity Research - EMEA

EASYJET (EZJ.L) - Breaking up hard to do, but a slot leasing angle? Move to Products

Hold +44-20-754-76037

Jaime Rowbotham: Sell to Hold, Tgt 340p to 540p. Last Close 480.20p. Castlelake Andy Chu, FCA

L.P. is a global alternative investment manager specialising in asset-based investing Deputy Head of EMEA Equity Research

with over 20 years of experience in aircraft investing, leasing and servicing. It +44-20-754-11360

already has a direct commercial relationship with easyJet, leasing four A320neos

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

where it bought undervalued aviation assets suffering cyclical stress before

optimising and exiting. Their interest in easyJet should not be taken lightly

therefore, however other partners will likely have to be involved in any successful

take out to satisfy EU ownership & control rules, in our view.

Figure 1: Table of Contents

EXPERIAN (EXPN.L) - Ask Jevons

Leading Stories Page 01

Ben Wild: Tgt 4000p to 3500p. Last Close 2619p, Buy. In B2B, our core thesis is that Target Price Change Page 03

the AI platform shift strengthens the group's market position. For Experian, Company Updates Page 03

software is distribution not product. In the past, falling costs for information, Sector Updates Page 03

analytics and software products have enabled more efficient distribution of its Source : Deutsche Bank

products to a broader range of use cases. We expect the AI platform shift to further

accelerate falling costs for these products - and expect the group to have an