JPMorgan 研報摘要

JPMorgan 2026-08-20

Holmen: Q2‘26 earnings: Beat due to market share gains in Board & Paper

市場報告 EN 8 頁

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

產業報告 EN 9 頁

JPMorgan 2026-08-19

Hanwha Aerospace: First US foothold secured; US howitzer sole-supplier award

公司報告 EN 8 頁

JPMorgan 2026-08-19

Evolution Mining Ltd.: FY26 First Take: In-line FY26 result and FY27 guidance; Dividend policy increased to 60%

產業報告 EN 10 頁

JPMorgan 2026-08-18

Auto Sector: Focusing on margin-cycle differences; top pick now Suzuki

產業報告 EN 105 頁

JPMorgan 2026-08-18

Bora Pharmaceuticals: 2Q26 Results: In-line earnings recovery with CDMO expansion on track

公司報告 EN 11 頁

JPMorgan 2026-08-17

Ulta Beauty Inc: Setup & Expectations; Tweaking SSS Higher; Expecting 2H Guidance to Remain Unchanged

市場報告 EN 16 頁

JPMorgan 2026-08-17

Energy Infrastructure/MLPs Weekly: Midstreamers Largely Beat in 2Q; KMI Sanctions Western Gateway; Comps; News Flow; Midstream Leads Market

產業報告 EN 24 頁

JPMorgan 2026-08-15

DiDi Global Inc.: International loss risk is receding, but cash conversion still caps the re-rating

公司報告 EN 13 頁

JPMorgan 2026-08-14

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

產業報告 EN 47 頁

JPMorgan 2026-08-14

EM Sovereign Credit: Living in the world of hyperscalers: Hyperscalers could reshape credit markets, but for now risks seem low

市場報告 EN 14 頁

JPMorgan 2026-08-10

APAC Credit Roundup: Weekly Review: Week ended August 7

市場報告 EN 26 頁

JPMorgan 2026-08-07

High Yield Energy: Fracking Credit – JPM High Yield Energy Weekly

產業報告 EN 47 頁

JPMorgan 2026-08-06

GCC: When there is a war in your backyard: Analysing the impact of conflict on the GCC sovereign credit

市場報告 EN 15 頁

JPMorgan 2026-08-06

Korea: Goods balance remained driver of CA surplus in 1H26

市場報告 EN 7 頁