Canadian Research Monitor: Research Highlights: Week of June 22 - June 26

Research evidence excerpt

Canadian Research Monitor: Research Highlights: Week of June 22 - June 26

Ken Goldman AC North America Equity Research

(1-212) 622-0359 29 June 2026 J P M O R G A N

ken.goldman@jpmorgan.com

All Reports

Sector Analyst Research

Capital Goods

AtkinsRealis Group: Sovereignty Meets Strategy: Canada’s Nuclear Plan Favors Its Homegrown Champion Tomohiko Sano Link

Transportation & Logistics: Weekly Fast Track: Import Update, ALJ Decision Shows UP/NS Still Not on Fast Track, Rail Inflation Rising Brian P. Ossenbeck, CFA Link

Consumer

Alimentation Couche-Tard: 4Q26 EPS Beat by 34%, Aided by Strong Fuel Margins but Also Strength in Merchandise and Service Thomas Palmer, CFA Link

Alimentation Couche-Tard: 4Q26 Takeaways - It’s a Good Time to Be in the C-Store Business, and ATD Is Taking Advantage of It Thomas Palmer, CFA Link

Energy

Pembina Pipeline Corp: J.P. Morgan Natural Resources Conference Takeaways Jeremy Tonet, CFA Link

Ovintiv Inc: J.P. Morgan Natural Resources Conference Takeaways Arun Jayaram Link

Enbridge Inc: J.P. Morgan Natural Resources Conference Takeaways Jeremy Tonet, CFA Link

South Bow Corporation: J.P. Morgan Natural Resources Conference Takeaways Jeremy Tonet, CFA Link

Materials

Lithium Americas: J.P. Morgan Natural Resources Conference Takeaways Bill Peterson Link

Agnico Eagle Mines: J.P. Morgan Natural Resources Conference Takeaways Bennett Moore Link

Ivanhoe Electric: J.P. Morgan Natural Resources Conference Takeaways Bill Peterson Link

Metals & Mining: J.P. Morgan Natural Resources Conference Takeaways Bill Peterson Link

Telecom, Media & Technology

Software and IT Hardware: Assuming Coverage of 53 Stocks Samik Chatterjee, CFA Link

Internet: Agentic Commerce: Three Layers of Opportunity Position GOOG/L, AMZN, & SHOP Among Key Beneficiaries Doug Anmuth Link