European Building-materials Sector Could Benefit from Middle East Conflict Normalization

Dow Jones06-25 19:42

1142 GMT - Sentiment toward European building-materials companies could improve on a normalization of the situation in the Middle East, by supporting lower energy prices and interest rates, Bank of America analysts say in a research note. Easing inflation could boost housing affordability and help revive residential and non-residential construction activity, raising expectations for a recovery in 2027 after another transitional year in 2026, the analysts say. Lower energy costs could also support profit margins, but a repeat of the sector's strong 2023 pricing gains is unlikely amid still-soft demand, they say. Within the sector, the analysts favor companies offering attractive valuations and earnings momentum, like Sika. They upgrade their recommendation for Sika to neutral from underperform and raise their price target on the stock to 170 Swiss francs from 122 francs. Sika shares trade 1.6% higher at 167.4 francs. (nina.kienle@wsj.com)

(END) Dow Jones Newswires

June 25, 2026 07:42 ET (11:42 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2646487794?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-25 19:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2646487794","market":"other","top_or_hot":-1,"title":"European Building-materials Sector Could Benefit from Middle East Conflict Normalization","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1142 GMT - Sentiment toward European building-materials companies could improve on a normalization of the situation in the Middle East, by supporting lower energy prices and interest rates, Bank of America analysts say in a research note. Easing inflation could boost housing affordability and help revive residential and non-residential construction activity, raising expectations for a recovery in 2027 after another transitional year in 2026, the analysts say. Lower energy costs could also support profit margins, but a repeat of the sector's strong 2023 pricing gains is unlikely amid still-soft demand, they say. Within the sector, the analysts favor companies offering attractive valuations and earnings momentum, like Sika. They upgrade their recommendation for Sika to neutral from underperform and raise their price target on the stock to 170 Swiss francs from 122 francs. Sika shares trade 1.6% higher at 167.4 francs. (nina.kienle@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2026 07:42 ET (11:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>European Building-materials Sector Could Benefit from Middle East Conflict Normalization</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEuropean Building-materials Sector Could Benefit from Middle East Conflict Normalization\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-25 19:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1142 GMT - Sentiment toward European building-materials companies could improve on a normalization of the situation in the Middle East, by supporting lower energy prices and interest rates, Bank of America analysts say in a research note. Easing inflation could boost housing affordability and help revive residential and non-residential construction activity, raising expectations for a recovery in 2027 after another transitional year in 2026, the analysts say. Lower energy costs could also support profit margins, but a repeat of the sector's strong 2023 pricing gains is unlikely amid still-soft demand, they say. Within the sector, the analysts favor companies offering attractive valuations and earnings momentum, like Sika. They upgrade their recommendation for Sika to neutral from underperform and raise their price target on the stock to 170 Swiss francs from 122 francs. Sika shares trade 1.6% higher at 167.4 francs. (nina.kienle@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 25, 2026 07:42 ET (11:42 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4544","symbol_name":"ARK ETF合集","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2646487794","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2646487794","pubTimestamp":1782387720,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1142 GMT - Sentiment toward European building-materials companies could improve on a normalization of the situation in the Middle East, by supporting lower energy prices and interest rates, Bank of America analysts say in a research note. Easing inflation could boost housing affordability and help revive residential and non-residential construction activity, raising expectations for a recovery in 2027 after another transitional year in 2026, the analysts say. Lower energy costs could also support profit margins, but a repeat of the sector's strong 2023 pricing gains is unlikely amid still-soft demand, they say. Within the sector, the analysts favor companies offering attractive valuations and earnings momentum, like Sika. They upgrade their recommendation for Sika to neutral from underperform and raise their price target on the stock to 170 Swiss francs from 122 francs. Sika shares trade 1.6% higher at 167.4 francs.  Dow Jones NewswiresJune 25, 2026 07:42 ET Copyright  2026 Dow Jones &","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4544":"ARK ETF合集","BK4588":"碎股","ARKG":"ARK Genomic Revolution ETF","BK4585":"ETF&股票定投概念","EPV":"ProShares UltraShort MSCI Europe"},"translate_title":"欧洲建材行业可能受益于中东冲突正常化","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKG":1.5,"EPV":1.5},"content_text":"1142 GMT - Sentiment toward European building-materials companies could improve on a normalization of the situation in the Middle East, by supporting lower energy prices and interest rates, Bank of America analysts say in a research note. Easing inflation could boost housing affordability and help revive residential and non-residential construction activity, raising expectations for a recovery in 2027 after another transitional year in 2026, the analysts say. Lower energy costs could also support profit margins, but a repeat of the sector's strong 2023 pricing gains is unlikely amid still-soft demand, they say. Within the sector, the analysts favor companies offering attractive valuations and earnings momentum, like Sika. They upgrade their recommendation for Sika to neutral from underperform and raise their price target on the stock to 170 Swiss francs from 122 francs. Sika shares trade 1.6% higher at 167.4 francs. (nina.kienle@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 25, 2026 07:42 ET (11:42 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2646487794","isCrawlerRequest":true}