This week's most read research: Equities – Europe's top ten

Deutsche Bank's weekly "most read research" compilation for European equities (9 October 2026). Schneider Electric: the PTC acquisition comes as a negative surprise that clouds an otherwise compelling organic story, but the market reaction seems excessive since the market-cap decline equals roughly 80% of the transaction value; BUY reiterated. French Banks: sovereign-risk fears are increasingly disconnected from bank fundamentals, with direct sovereign exposure manageable relative to capital and strong liquidity cushioning higher wholesale funding costs. Metals & Mining: First Quantum's Cobre Panama final report, after an initial panic and a 30% share drop, recommends formal negotiations;