ReportGem ReportGem EN

实时全球研报

LatAm Capital Goods & Transportation: Road Ahead (Jul.20): EMBJ Potential Order, Phenom 300EV Launch, South America Aviation Agreement

发布日期: 2026-07-20研究机构: JPMorgan报告页数: 21原文语言: English证据页码: 1

研报英文原文证据摘录

LatAm Capital Goods & Transportation: Road Ahead (Jul.20): EMBJ Potential Order, Phenom 300EV Launch, South America Aviation Agreement

J P M O R G A N Latin America Equity Research

20 July 2026

This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the

territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

LatAm Capital Goods &

Transportation

Road Ahead (Jul. 20): EMBJ Potential Order, Phenom

300EV Launch, South America Aviation Agreement

Upcoming Events This Week Latin American Capital Goods

• Mon. (Jul. 20): RAPT Monthly Revs - BMO; IMEA Weekly Data - AMC Marcelo Motta AC (55-11) 4950-6712

marcelo.g.motta@jpmorgan.com• Tue. (Jul. 21): Nemak and Volaris 2Q26 Earnings Release - AMC

• Wed. (Jul. 22): WEG 2Q26 Earnings Release - BMO; Nemak 2Q26 Conference Jonathan S. Koutras

Call - 1 PM ET / 2 PM BZ (link here) (55-11) 4950-3549

jonathan.s.koutras@jpmchase.com

• Thu. (Jul. 23): WEG 2Q26 Conference Call - 10 AM ET / 11 AM BZ (link here); Latin American Transportation

ASUR 2Q26 Earnings Release - AMC AC Guilherme Mendes

• Fri. (Jul. 24): Embraer 2Q26 Backlog - AMC (55-11) 4950-4105

guilherme.g.mendes@jpmorgan.com

Top News from Past Week: Julia Orsi

• Airline group is close to closing a deal to buy 20 Embraer’s E2 jets. The airline (55-11)julia.orsi@jpmorgan.com4950 3351

group, which controls 3 airlines is near finalizing an order for up to 20 Embraer Banco J.P. Morgan S.A.

E2 single-aisle jets, according to Bloomberg sources. The deal could be

announced as early as next week during the Farnborough International Airshow,

本摘录由系统从所标注的 PDF 证据页直接提取并保留英文原文,不做批量翻译;登录后在阅读器切换中文时才按需翻译。

打开研报阅读器