Seven winning titles in the Eurozone

In general, experts prefer Eurozone stocks focused on domestic markets over international ones, with attractive relative valuations (relative p / e near 20-year lows), superior earnings growth and positive impact from the expected strengthening of the currency. European policy uncertainty is also waning and these actions are probably less sensitive to any resurgence of US-China “trade wars”.

On the other hand, among the stocks exposed internationally, those more oriented towards emerging markets (in particular China) are preferred over the United States.

The UK was one of the worst performing markets since the Brexit vote in 2016, resulting in very low valuations for Europe. However, analysts expect strong volatility between now and the end of the year and a high level of risk, which also depends on agreements with the European Union.

In detail, the Eurozone stocks that in their opinion deserve the buy rating are the following.

1) E.ON. Sector: Utilities. The stock, which capitalizes 22.4 billion euros, has a potential upside compared to the target price of 23%. All revenues are generated in continental Europe.

2) Deusche Wohnen. Sector: Real Estate. The stock, which capitalizes 15.9 billion euros, has a potential upside compared to the target price of 17%. All revenues are generated in continental Europe.

3). Gecina. Sector: Real Estate. The stock, which capitalizes 8.4 billion euros, has a potential upside compared to the target price of 19%. All revenues are generated in continental Europe.

4) Vonovia . Sector: Real Estate. The stock, which capitalizes 32.7 billion euros, has a potential upside compared to the target price of 8%. All revenues are generated in continental Europe.

5) Intesa SanPaolo . Sector: Banks. The stock, which capitalizes on € 30.5 billion, has an upside potential compared to the target price of 38%. It generates 97% of revenues in continental Europe.

6) Orange . Tlc sector. The stock, which capitalizes 25.6 billion euros, has a potential upside compared to the target price of 31%. It generates 91% of revenues in continental Europe.

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