European Equities Week Ahead: July 20 - July 24

研报英文原文证据摘录

European Equities Week Ahead: July 20 - July 24

Equity Research

17 July 2026 | 11:01AM BST

Differentiated expert calls and webcasts: Sahar Islam

+44(20)7051-4935 |

sahar.islam@gs.com

n Data Centers, Power Demand & the Case for Cooling Technology. Monday Goldman Sachs International

3:30pm UKT

n Read for China competition (in retail): Expert Call – 1H26 EMEA Industrial

and Logistics Trends. Join us for an expert call with Kevin Mofid from Savills on

the latest 1H26 EMEA Industrial and Logistics trends in Real Estate. Relevant for

China competition (see our recent podcast here) as will include an update on

demand from Asian retailers including JoyBuy where there has been a focus

across sectors. Tuesday 3pm UKT.

n UK Leadership Shift: Macro to Micro. Economics, strategy views across asset

classes and some key equity sectors with exposure to upcoming leadership

changes. Tuesday 4pm UKT

n Fireside Chat with KSB - Mining Equipment. Market share shifts in mining

pumps have been a key debate, and KSB’s GIW brand is the second-largest in the

market, so management should be well placed to give more colour on

competitive dynamics (KSB is Not Covered). Christian Hinderaker sees this

debate as a key driver of relative share price underperformance of Neutral-rated

Weir Group relative to Buy-rated FLSmidth. More broadly, he thinks we are at

the beginning of an OE upcycle in mining capex (see more here). Thursday 2pm

UKT

n A Discussion with GS’ Consumer Specialist & Trader. We have been getting

incoming on the health of the US consumer so should be relevant for European

investors too. Monday 1pm UKT.

n GS SUSTAIN: Aging & Declining Populations: After the Spike - Population,

Progress & the Case for People. Wednesday 4:00pm UKT

Corporate Access:

Monday: Nordnet (London)