JPMorgan Sees Selective Opportunity in European Building Materials, Upgrades Kingspan
JPMorgan is urging a selective approach to European building materials stocks for the second half of 2026, citing a sector-wide re-rating and a rotation into lighter-weight building products. The bank placed Holcim and Sika on Positive Catalyst Watch ahead of third-quarter results, put Amrize on Negative Catalyst Watch, and upgraded Kingspan to Ove…