US Daily Brief "Today's Research – June 17 , 2026" Parkhill

研报英文原文证据摘录

US Daily Brief "Today's Research – June 17 , 2026" Parkhill

MORNING MEETING SUMMARY

Credit & Decision Making Software - Framing our Call with Former FHFA Director (Kevin McVeigh)

SUMMARY: While persistent industry regulation and structural change continue Email: kevin.mcveigh@ubs.com

fueling heightened uncertainty, we recently hosted Sandra Thompson for the Phone:+1-212-882 0081

second time—former FHFA Director—previously Deputy Director of Bank

Supervision with 20+ years in senior roles at FDIC + RTC. We leveraged Ms.

Thomson's deep regulatory experience and decades of leadership to contextualize

some of the uncertainty, discussing key topics such as ongoing pilot, potential

changes to trimerge, VantageScore opportunity, and update on potential GSE

IPO. We left both this call and our recent UBS Credit Landscape Symposium—

hosting key companies such as FICO and VantageScore—with increased

conviction that amid continued uncertainty, we believe Equifax is best positioned

amid ~90% proprietary data enabling differentiation, driving value beyond credit

with Workforce Solutions [~40% revenue].

CBRE Group Inc - Meeting Takeaways: Data Center Momentum Accelerating; AI Risk Limited (Alex Kramm)

SUMMARY: Today, we hosted an investor meeting with Bob Sulentic, CBRE's Rating: Buy

CEO, Vikram Kohli, COO, and Emma Giamartino, CFO. The meeting highlighted Price Target: US$185

AI benefits (an enabler of competitive data advantages and efficiencies) as well as Price: US135.47

the thriving data center business. Attractive long-term targets and helpful Market Cap: $40.7b

disclosures were released in a new investor presentation. Ample FCF should Email: alex.kramm@ubs.com

enable CBRE to complement EPS growth with both M&A and buybacks. More Phone:+1-212-713 4060