JPMorgan Research Report Summaries
Browse 105 JPMorgan research report summaries covering companies, sectors, and market trends, with focus topics including Factory automation...
JPMorgan
2026-08-20
Holmen: Q2‘26 earnings: Beat due to market share gains in Board & Paper
JPMorgan
2026-08-20
JPM | Treasury doubles buybacks, Aluminum & Steel Tariffs to halve for Canada, Asia Refining Feedback, MMG Halts Las Bambas, NST/CMOC first take
JPMorgan
2026-08-19
Hanwha Aerospace: First US foothold secured; US howitzer sole-supplier award
JPMorgan
2026-08-19
Evolution Mining Ltd.: FY26 First Take: In-line FY26 result and FY27 guidance; Dividend policy increased to 60%
JPMorgan
2026-08-18
Auto Sector: Focusing on margin-cycle differences; top pick now Suzuki
JPMorgan
2026-08-18
Bora Pharmaceuticals: 2Q26 Results: In-line earnings recovery with CDMO expansion on track
JPMorgan
2026-08-17
Ulta Beauty Inc: Setup & Expectations; Tweaking SSS Higher; Expecting 2H Guidance to Remain Unchanged
JPMorgan
2026-08-17
Energy Infrastructure/MLPs Weekly: Midstreamers Largely Beat in 2Q; KMI Sanctions Western Gateway; Comps; News Flow; Midstream Leads Market
JPMorgan
2026-08-15
DiDi Global Inc.: International loss risk is receding, but cash conversion still caps the re-rating
JPMorgan
2026-08-14
High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly
JPMorgan
2026-08-14
EM Sovereign Credit: Living in the world of hyperscalers: Hyperscalers could reshape credit markets, but for now risks seem low
JPMorgan
2026-08-10
APAC Credit Roundup: Weekly Review: Week ended August 7
JPMorgan
2026-08-07
High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly
JPMorgan
2026-08-06
GCC: When there is a war in your backyard: Analysing the impact of conflict on the GCC sovereign credit
JPMorgan
2026-08-06
Korea: Goods balance remained driver of CA surplus in 1H26
JPMorgan
2026-08-05
Philippines: Inflation moderates in July: Energy disinflation continues but BSP to stay on tightening path
JPMorgan
2026-08-05
APAC Credit Roundup: Asia Tech, Wynn Macau, Bharti Airtel
JPMorgan
2026-08-04
APAC Cross Regional Credit Weekly: Spreads supported by higher yields
JPMorgan
2026-08-02
Asia Edge: Debt buybacks and inflation risks
JPMorgan
2026-08-02
The Weekend Spread: What‘s Resonating?: US Financials Sector Specialist Commentary Banks • Insurance • Diversified Financials
JPMorgan
2026-07-31
Japan: Inflation uptrend continues in July Tokyo CPI
JPMorgan
2026-07-31
Japan: June production rises as inventory drawdown reverses
JPMorgan
2026-07-30
France 2Q GDP rebounds despite Middle East headwinds
JPMorgan
2026-07-30
Philippines: Trade deficit narrows in June: Tech exporters start to pass on higher import costs
JPMorgan
2026-07-29
Australia: Inflation still a narrow phenomenon
JPMorgan
2026-07-29
Credit Bulletin: Deleveraging and Growth Story Intact Despite Leadership Churn
JPMorgan
2026-07-24
Aluminium Dashboard: Prices fall materially on supply growth fears, despite deficit markets; visible inventory remains elevated ahead of a looser 2027/28 balance
JPMorgan
2026-07-21
EM Sovereign Credit Strategy: At this rate, spreads can stay quite tight
JPMorgan
2026-07-17
Global Data Watch: Asia: China’s 2H recovery contingent on fiscal
JPMorgan
2026-07-07
J&T Express - H: Initiate at OW: Share price reflects excessive pessimism, but growth and margin inflection in sight
JPMorgan
2026-07-05
China Banks: Style rotation drives selloff; CMB the yield bright spot
JPMorgan
2026-07-05
Wise: Initiating on US listing and updating estimates for FY26; remain Overweight. Sun Jul 05 2026
JPMorgan
2026-07-03
EHang - ADR: Downgrade to Underweight; commercialization delayed, first-mover advantage diminished
JPMorgan
2026-07-02
Rohm (6963): Maintain Overweight: Raise price target, reflecting analog/discrete semiconductor squeeze, Kioxia‘s share price rise
JPMorgan
2026-07-02
Sodexo: Solid Q3, with slight guidance upgrade; All eyes on CMD (16th July)
JPMorgan
2026-07-02
LatAm Monthly Wrap - June 2026: LatAm Lags, While Policy Regime Change Materializes in the Andeans
JPMorgan
2026-06-30
Japan: May production rises amid lower inventories
JPMorgan
2026-06-30
Lesson learned (India AQ, China regulation, Australia AQ, AI), CICC (Deep dive), Australia Banks (NZ lesson)
JPMorgan
2026-06-29
Credit Volatility Field Notes: Smile Dynamics, Spread-Vol Regimes & Implied vs Realised Skew in CDS Index Options
JPMorgan
2026-06-29
Delta-One Flows & Positioning: Asia equity futures bid; ETF investors favor Memory/Semis/Real Estate, cut Commodities/Crypto; HFs sell NDX, buy SPX/RTY futures; ETF rebalance noise persists
JPMorgan
2026-06-29
Primoris SOTP Valuation Framework Shows Upside Even Assuming Further Renewables Issues; Upgrade to Overweight
JPMorgan
2026-06-28
India Pipes: Near-term PVC risk + Astral‘s demerger announcement: Downgrade ASTRAL and SI to Neutral
JPMorgan
2026-06-28
Genting Group: Cheap valuations, growing earnings, improving technicals: Initiate on GENT perp with OW
JPMorgan
2026-06-28
TIME dotCom Berhad: Valuations to compound with earnings – initiate with OW
JPMorgan
2026-06-27
Large Cap Banks: Fed Weekly: Continued Weak C&I Related Loan Growth Bodes For Weak 3Q If Sustained - Sharp Slowdown In NBFI Loans; Deposits Also Sluggish Last Week
JPMorgan
2026-06-27
Global Data Watch: Asia: Oil Down, Dollar Up: A Rotation in Asian Central Banks
JPMorgan
2026-06-26
Spire Inc: Start Me Up; Regulated Transformation In-Flight; MO Execution Critical; Moving to Neutral Rating and $85 Price Target from Not Rated
JPMorgan
2026-06-26
H.B. Fuller: We Upgrade to Overweight from Neutral
JPMorgan
2026-06-26
LIG D&A: Policy-backed W500B preferred raise to accelerate missile capacity expansion
JPMorgan
2026-06-25
Australia Banks (AQ), Orix, ICICI Bank (feedback), Fed Stress Test
JPMorgan
2026-06-23
Vanguard International Semiconductor Corp.: Strong 12” expansion, more AI revenues and further 8” price hikes; Stay OW and raise PT to NT$220
JPMorgan
2026-06-22
KR Auto Parts/Robotics; Initiate Mobis (N)/Mando (UW), Autoever (U/G to N), CH Auto; Policy from EU/CH, China’s HDT Electrification Goal, Global Xacros: AI CAPEX 2.0: APAC Industrial & Auto Sector Specialist Sales Commentary Auto & EV - Equipment - Machinery - E&C - A&D
JPMorgan
2026-06-22
Chipbond Technology: Silicon Photonics to drive revenue growth and GM uptick, raise PT to NT$225; Neutral
JPMorgan
2026-06-22
Brazilian Education: Reducing Estimates on a More Flatish SELIC Curve; Upgrade Yduqs to OW, Downgrade Anima to N
JPMorgan
2026-06-21
EE/MI Sunday Workaholics Weekly
JPMorgan
2026-06-21
Pharmaceuticals Weekly: Weekly Rx Update
JPMorgan
2026-06-21
Global Autos Driver: Humanoids & Robotaxi Rides Weekly
JPMorgan
2026-06-21
Global Autos: J.P. Morgan Weekly Research & Events
JPMorgan
2026-06-21
Silver Linings Euro TMT Weekly: EU TMT Sector Specialist Commentary
JPMorgan
2026-06-21
Eli Lilly & Company: Oral Obesity Prescription Tracker
JPMorgan
2026-06-21
Global EM Weekly Local Bond Auction Calendar: Fixed-rate bond supply for EM Asia, EMEA EM, Latin America and Frontier (22-June-26 to 28-June-26)
JPMorgan
2026-06-21
Nan Ya Plastics Corp: Blue skies turn to reality, raise PT to NT$200; good progress on M9/M10 CCL and T-glass; Al-grade might form >50% of mix by 2028
JPMorgan
2026-06-21
JPM Shale Land Rig Analysis: Analyzing Activity Trends by Operator, Basin, and Drilling Contractor: Land Rig Activity Rises by a Whopping +11 Rigs
JPMorgan
2026-06-21
North America Metals & Mining: Sunday Morning Metals: JPM Natural Resources Conference; Steel Mid-Qtr Guide Takeaways
JPMorgan
2026-06-21
JPM | Industrial Spec Sales - Sunday Machinations: Deal under pressure, Recovery confirmed
JPMorgan
2026-06-21
The Weekend Edition: EU Consumer Sector Specialist Commentary Retail • Luxury • Staples • Leisure • Airlines
JPMorgan
2026-06-21
Brazil Steel: May IABr: Tariffs Continue to Fence Out Foreign Steel
JPMorgan
2026-06-21
Indian Oil Marketing Companies: OMC Margin Meter: petrol / diesel margins back above pre-conflict levels
JPMorgan
2026-06-21
European Chemicals: Weekend Chemical Reactions
JPMorgan
2026-06-21
Powerchip Semiconductor Manufacturing Corp.: Memory foundry pricing to drive strong GM uptick, new avenues for memory and logic growth; upgrade to OW
JPMorgan
2026-06-21
MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors
JPMorgan
2026-06-20
FT Reporting that ABBV is in advanced talks to acquire Apogee Therapeutics for ~$11bn
JPMorgan
2026-06-20
US Healthcare Services: Weekly Checkup – Events Calendar / Key Research / Data Trends / Performance & Valuation
JPMorgan
2026-06-19
Japan Quant Strategy: MLCC and Supply Bottleneck Effect - Next Candidates, Momentum Positions, Tailwinds for Long-Term Investors in Japan Funds
JPMorgan
2026-06-19
Global Data Watch: Asia: Stimulus Delayed, Growth Deferred in China
JPMorgan
2026-06-18
Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW
JPMorgan
2026-06-18
APAC Credit Roundup: Asia Credit Outlook, CITIC Bank International, China food delivery industry, Continuum
JPMorgan
2026-06-17
European Equity Derivatives Strategy: Europe set to catch-up after the MOU: European + US worst of calls
JPMorgan
2026-06-17
APAC Credit Roundup: EM Sovereign Strategy, China, US AI capex, QBE, West China Cement
JPMorgan
2026-06-16
Mercari (4385) Investment rating raised to "Overweight": Diversification of GMV growth drivers through improved security and AI utilization
JPMorgan
2026-06-16
Mercari (4385): Upgrade to Overweight: Trust and safety improvements and AI use diversifying GMV growth drivers
JPMorgan
2026-06-15
JPM | US Energy: US & Iran Agree to Deal, Hormuz Reopening Set for Friday, What's Priced In, Where Are Expectations, Open Questions & More, Activity Rises, APA Alaska, NFG Takeaways, Terrapower Fireside
JPMorgan
2026-06-15
Electronic Components Sector: Component Data Deposition: METI production statistics (electronic components, semiconductors) for Apr 2026: Passive Components firm, MLCCs drive growth
JPMorgan
2026-06-14
Advanced Micro Devices: Pre-Quiet Period Call Takeaways: Agentic AI Drives Step-Function Server CPU Opportunity; MI450/Helios De-Risking Continues; CY27/CY28 Visibility Improving
JPMorgan
2026-06-09
TEx2, Global LNG Tracker/Hormuz, ENI, AKRBP, EQNR: EU Energy Sector Specialist Commentary
JPMorgan
2026-06-10
China Healthcare: Takeaways from US Pharma/Biotech Analyst Call — Durable Innovation, Disciplined Capital, Limited Policy Disruption
JPMorgan
2026-06-09
ANE, GLOBAL LNG TRACKER/HORMUZ, IBE: EU Energy Sector Specialist Commentary
JPMorgan
2026-06-10
JPM | US Energy: US Attacks Iran as Inventories Deplete, Odds of June SOH Normalization Fall <10%, Higher Gas 2H27, Power Demand to Hit Records, DVN Guide, ETR Analyst Day, FCX Dinner
JPMorgan
2026-06-08
HK Banks (US rates vs China ODI), Japan Banks (Aozora upgrade), India, Wealth effect (Korea/Taiwan)
JPMorgan
2026-06-09
China Regulations - Continued Uncertainty; Italian Banks; Hormuz traffic tracker; SA Financials
JPMorgan
2026-06-08
Global Banks - Thoughts on China Investment Regulations, Expert call today; Spanish Banks; ECB Preview
JPMorgan
2026-06-04
China Equity Strategy: Liquidity stable, concerns overdone, a dip-buying window for AI localization
JPMorgan
2026-06-05
JPM | US Healthcare: ARWR/ IONS Deep Dive, CYTK/ EWTX, ROIV, VERA, Biotech Cash Tracker, ELV Day 4, GKOS, COO, DXCM, OLMA and BDX CEO Calls Today
JPMorgan
2026-06-03
AutoHome (ATHM US & 2518 HK): Auto Downturn Cycle Deepens; Recovery Visibility Limited
JPMorgan
2026-06-03
China Banks: SME Policy Shift -- Short-Term Asset Quality Pressure, Medium-Term Yield Recovery; Differential Impact Across Banks
JPMorgan
2026-06-04
China Technology: Picking Winners: Preferring Upstream, Selective on Downstream
JPMorgan
2026-06-04
Investment Grade Aerospace & Defense: Updated Sector Views and Fair Value Targets; Trade Ideas; Initiating Coverage on Huntington Ingalls (HII) at Overweight and Leidos (LDOS) at Neutral
JPMorgan
2026-06-08
Clean Energy: Weekly Tearsheet: Last Week for Extel/II Voting, FRVO Initiation, CleanPower Conference Takeaways, GNRC Hyperscaler Deal, FLNC Collaboration with NVDA
JPMorgan
2026-06-04
MiniMax (100.HK): What has changed since the M3 release on June 1?
JPMorgan
2026-06-03
Weibo (WB US & 9898 HK): Low visibility on advertising recovery; maintain Neutral
JPMorgan
2026-06-04
SKSHU Paint (603737.SS) - A: Initiation of Coverage
JPMorgan
2026-06-04
JPM | US Energy: Israel & Lebanon Truce, SOH Crossings Hit Post War High, China Oil Imports -38% in May, Russia Oil Production Down, We Upgrade VG, Clean Energy Conference Takeaways, Iron Ore Notes of Caution
JPMorgan
2026-06-03
Q4'26 results wrap: solid Q4 beat, but steel spreads weakening in Europe & we retain cautious Europe macro outlook. Raise PT to EUR40/sh but remain UW
JPMorgan
2026-06-03
JPM | APAC THEMATICS - China Internet: More than a short squeeze? / US Software: Not the right comp / ASEAN Strategy: El Nino risks & opportunities / Computex: Takeaways / Factory Automation: Growth!
JPMorgan
2026-06-03