研报专题
摩根大通（JPMorgan）券商研报
汇总摩根大通（JPMorgan）发布的最新研报与研究观点。
United Parcel Service: Courage under Fire, FAQs after Calls with Management2026-10-27 · JPMorganTATA Capital Limited: 2QFY27: Strong 2Q, raising forecasts on higher growth, NIM outlook2026-10-27 · JPMorganGlobal Inflation Monitor: September 2026: Another squeeze, with broader pressures2026-10-27 · JPMorganCelltrion: 3Q26 earnings in line with management guidance; new biosimilar uptake is constructive2026-10-27 · JPMorganZabka: 3Q26 First Take: LFLs still on the soft side in contrast to another margin beat2026-10-27 · JPMorganLarsen & Toubro Ltd.: 2QFY27: Strong execution allays concerns on FY27 guidance2026-10-27 · JPMorganRegional: 3Q26 Conference Call Highlights2026-10-27 · JPMorganWuXi AppTec: 3Q26 earnings call takeaways: Geopolitics risk lower as growth visibility strengthens; raising PT2026-10-27 · JPMorganQuest Diagnostics: Model Update2026-10-27 · JPMorganEuropean Natural Gas: Demand & Storage Tracker2026-10-27 · JPMorganREITs: Short Interest/Float for 1H October Increased by 2bps to 5.60%2026-10-27 · JPMorganBecle, S.A.B. de C.V.: 3Q26 Preview - U.S. Volumes Inflecting, but Quality of Recovery Remains the Key Debate2026-10-27 · JPMorganWuliangye - A: Destocking deepens; shareholder returns not enough to offset earnings risk2026-10-27 · JPMorganCustom Truck One Source: Remain Overweight Following 3Q26 Results2026-10-27 · JPMorganInsta360 (Arashi Vision) - A: Another quarter to forget; margin repair still needs proof2026-10-27 · JPMorganMax Financial Services: First Take: Weak topline growth results in VNB miss despite strong margins2026-10-27 · JPMorganInvesco Ltd.: 3Q26 Delivers Solid Operating Leverage; Fee Rate Mix Dynamics Remain Choppy, but Continued Support from Positive Net Sales; Repurchasing an Incremental $1.5bn of Preferreds2026-10-27 · JPMorganZymeworks: R&D Engine in Focus; Key Takes from ESMO and Roche Deal2026-10-27 · JPMorganEtisalat: 3Q26 First Take: Reassuring print with resilient telco operations (UAE + Intl) amid the ICT drag; FY26 guidance reiterated and all eyes on the CMD.2026-10-27 · JPMorganUnimicron: Sharp earnings growth outlook: EPS of ~NT$25/50/80 in 2026/27/28e2026-10-27 · JPMorganHilton Worldwide Holdings Inc.: 3Q26 Takes; Solid Quarter Against Elevated Expectations; FY27 RevPAR +3-4%; Stay OW, PT $387 (unch)2026-10-27 · JPMorganTemenos: Subscription & SaaS miss overshadows EBIT beat2026-10-27 · JPMorganRepligen: 3Q26 Review: Noisy Quarter on Filtration Revenue Timing, Albeit Strong Underlying Performance and Order Commentary; Remain OW2026-10-27 · JPMorganReckitt: Q326 Core LFL miss at +3.3%, with top-line guidance lowered2026-10-27 · JPMorganAsa Abloy: Q3‘26 Results - First Take - Modest sequential growth acceleration, margin beat with further self-help positives2026-10-27 · JPMorganJPMC Utilities Daily: 27 October: ENGI, Spanish Utilities, IBE x2, SVT2026-10-27 · JPMorganJPM | Building Broadcast: SIKA,HOLN,CRH,GET,DG,FRA,FER,VTY: JPMC Construction Daily2026-10-27 · JPMorganBSE: Model Update2026-10-27 · JPMorganEM Equity ETF Flows: Daily net subscriptions/redemptions of major EM Equity ETFs – 26 Oct 20262026-10-27 · JPMorganAlfa Laval: Q3‘26 Results First Take – Several positives2026-10-27 · JPMorganBrazil Equity Strategy: Looking Back to Move Forward2026-10-27 · JPMorganBrown & Brown: 3Q26 First Take: Organic Growth Improved from 2Q26 but Still Below Expectations, EPS In-Line2026-10-27 · JPMorganJPM | Industrial Strength Morning Messages: The Good, the Bad and the frankly confusing2026-10-27 · JPMorganAldar Properties: Q3 26 First Take: Decent P&L delivery; UAE off-plan sales on track to meet FY 26 guidance2026-10-27 · JPMorganOrange SA: Q3: Strong broad-based beats. Impressive French KPIs. FY EBITDA guide raised2026-10-27 · JPMorgan