J P M O R G A N North America Equity Research 26 June 2026 ACADIA Pharmaceuticals Quick Take on Positive CHMP Opinion for Daybu Following Re-Examination Procedure We are positively surprised to see that the European Medical Agency (EMA)'s CHMP has adopted a positive opinion following a re-examination procedure, recommending marketing authorization for Daybu (trofinetide) for the treatment of neurobehavioral symptoms of Rett syndrome in adults and pediatric patients aged five years and older. The European Co ...

J P M O R G A N Latin America Equity Research 26 June 2026 SLC Agricola SLC to Acquire Radar's MT Farmland Portfolio for R $1.85bn: Strategic Asset, But Dilutive vs. Deep Equity NAV Discount SLC Agrícola announced the exercise of its right of preference for the acquisition of the entire "Bloco Mato Grosso" farmland portfolio from Cosan's Radar, totaling approximately 41.2k hectares for R$1,850mn. Of this area, 28.8k hectares are arable, with 17.6k hectares already operated by SLC. Management highlighted tha ...

经济展望 - 会议于2026年6月26日举行，主题为宏观经济展望[1] - 报告强调了对未来经济形势的分析和解读[1] - 会议内容涉及当前市场趋势和经济预测[1] 投资决策 - 会议内容可能影响投资决策和市场策略[1] - 提供了与会者的联系方式以便获取更多信息[3] 团队合作 - 报告强调了团队合作的重要性，以分享市场洞察[1] - 参会者可通过视频网络观看会议[1] 版权信息 - Citigroup Inc.对报告内容拥有版权，禁止未经授权的再分发[4] - 提供了针对视觉障碍人士的联系信息[4]

Flash | 26 Jun 2026 10:34:06 ET │ 11 pages flatexDEGIRO (FTKn.DE) Material revenue and net income guidance upgrade; we expect consensus to go above and beyond CITI'S TAKE flatexDEGIRO has upgraded its FY 2026 guidance, expecting to generate €650m of revenues (+16% yoy) and €200m of net income (+25% yoy). This is respectively 2% above and in line with VA consensus. However, we expect consensus to rise above guidance, which seems to embed conservatism for H2, in keeping with past form of raising and later bea ...

2 7 9 10 11 18 23 25 26 27 iBoxx HY Snapshot | | | | | iBoxx HY | | | CDX HY (5Y) Total | Sector | Sector Weights Avg OAS (bp) | | Avg Price | YTD TR | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | NAV | OAS (bp) | Yield | # of Issuers | # of Bonds | Total Return | Return | | | | | | Rating | YTD TR | | Current | 400.11 | 287.90 | 7.23 | 452 | 1319 | - | - | Basic Materials | 6.2% | 268 | 94.71 | 1.9% | BB | 1.7% | | 1W | 400.30 | 274.93 | 7.16 | 452 | 1 ...

Index Roll Down and Relative Value Expected Total P&L in Points Philip Dobrinov Credit Derivative Strategy +1 212 723 2118 26-Jun-26 | CDX IG | | | | | | | --- | --- | --- | --- | --- | --- | | | | | Rolling Down the Spot Curve | | Spot Duration | | | 3m | 6m | 9m | 12m | | | 3Y | 0.14 | 0.28 | 0.42 | 0.55 | 2.82 | | 5Y | 0.26 | 0.52 | 0.76 | 0.99 | 4.48 | | 7Y | 0.33 | 0.65 | 0.97 | 1.27 | 5.94 | | 10Y | 0.38 | 0.75 | 1.11 | 1.47 | 7.78 | | CDX HY | | | | | | | | | | Rolling Down the Spot Curve | | Spot Du ...

Ac t i o n | 26 Jun 2026 10:09:59 ET │ 13 pages Pacific Textiles Holdings (1382.HK) Reduce TP to HK$1.5 for Worse-than-Expected FY26 Results CITI'S TAKE Pac Textiles' FY26 results came in line with the profit warning earlier but which was below our forecast due to worse-than-expected margin hit amid US reciprocal tariffs and RMB strength. We reduce our earnings estimates by 53-54% during FY27-28E and cut TP to HK$1.5 from HK$1.8. This is based on 16x PE for FY27E backed by expected earnings recovery of 2-ye ...

Hedge Comparison Scenario: The Financial Crisis (2008-2009) | Index | Maturity | Structure | Strike | Delta | Price | Notional/Contracts | Premium | Spot | Expected | Payout | P&L | Payout Ratio* | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | CDX IG | 16-Sep-26 | Payer | 72.50 | 20% | 6.25c | 15,997,588,994 | 10,000,000 | 51.09 | 158 | 569,332,875 | 559,332,875 | 56.9 | | CDX IG | 16-Sep-26 | Payer | 95.00 | 10% | 3.07c | 32,573,956,793 | 10,000,000 | 51.09 | 158 | 846,0 ...

行 行业周报 业 CDE 发布临床试验进展年度报告，我国新药研发热度攀升 | ——医药生物行业周报 | | --- | | 研 | | | | | | | | | | | | | | | | ——医药生物行业周报 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师： | 侯雅楠 | | SAC NO: S1150524120001 年 2026 | 月 | | | 26 | | | | | | | | | | 06 | 日 | | | 医药生物 | | |  行业要闻 | | | | | | | | | | | | | | | | | | 证券分析师 | | | （1）国家药品监督管理局药品审评中心发布《中国新药注册临床试验进展年 | | | | | | | | | | | | | | | | | | | | | 度报告（2025 年）》； | | | | | | | | | | | ...

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