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17 handpicked stocks

European Wage Boost

With European wages rising 4.12%, we've carefully selected companies set to benefit from this economic shift. Our professional analysts have identified both consumer-facing brands capturing increased spending and automation leaders helping businesses manage higher labor costs.

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Han Tan | Market Analyst

Updated 3 days ago | Published at juin 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

ASML

ASML Holding NV

ASML

Current price

$743.61

This Dutch company is a lynchpin in the global semiconductor industry, and its equipment is essential for making the chips that power the next wave of...

This Dutch company is a lynchpin in the global semiconductor industry, and its equipment is essential for making the chips that power the next wave of industrial automation.

SAP

SAP SE

SAP

Current price

$274.23

As a dominant provider of enterprise software, SAP's solutions are critical for companies looking to enhance productivity and streamline operations in...

As a dominant provider of enterprise software, SAP's solutions are critical for companies looking to enhance productivity and streamline operations in response to rising wages.

RACE

Ferrari N.V.

RACE

Current price

$471.50

The iconic Italian luxury car manufacturer stands to gain as higher disposable incomes in Europe translate into greater demand for high-end aspiration...

The iconic Italian luxury car manufacturer stands to gain as higher disposable incomes in Europe translate into greater demand for high-end aspirational goods.

About This Group of Stocks

1

Our Expert Thinking

Rising European wages create a unique dual opportunity. Workers have more to spend, boosting consumer companies, while businesses need automation to offset higher labor costs. This collection targets both sides of this economic shift with carefully selected European and global leaders.

2

What You Need to Know

This group balances consumer-facing companies (luxury, retail, automotive) with industrial technology firms (automation, software, robotics). The 4.12% wage growth serves as a catalyst that could drive performance in both sectors through increased spending and productivity investment.

3

Why These Stocks

Each company was selected for its strategic positioning to capture value from European wage growth. The luxury and consumer brands have strong European presence, while the automation and technology companies offer solutions that help businesses maintain margins despite rising labor costs.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+15.38%

Group Performance Snapshot

15.38%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 15.38% over the next year.

6 of 7

Stocks Rated Buy by Analysts

6 of 7 assets in this group are rated Buy by professional analysts.

5.1% vs 4%

Group Growth vs Bank interest

This group averaged a 5.1% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💰

European Spending Power Surge

With wages up 4.12% across the Eurozone, millions of workers have more cash to spend on everything from luxury goods to everyday essentials. Companies like LVMH, Adidas, and Ferrari are ready to capture this spending wave.

🤖

The Automation Revolution

As labor costs rise, European businesses are accelerating their investments in automation and productivity software. Companies providing these solutions (like Siemens, SAP, and Schneider Electric) could see substantial growth in demand.

🌍

Playing Both Sides of the Wage Trend

This unique collection lets you capture value from both aspects of rising wages - increased consumer spending and the corporate push for automation. It's a balanced approach to a major economic shift happening right now in Europe.

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