J.P.Morgan GLOBAL EQUITY RESEARCH: INTERNATIONAL FIRST TO MARKET-20260818
摩根大通·2026-08-18 19:09
Global Equity Research International First to Market 18 August 2026 Top Stories Adyen (Sandeep Deshpande) (ADYEN NA, OW, PT €1,350.00), Netherlands Beating guidance and share gains at key customers to help co. regain investor confidence. Maintain OW. Adyen trading in the past few months has been characterized by unsupported thesis' e.g. share loss to some competitor or another. We wrote that trading at the co.'s customers indicated that the co. was on track to meet or beat guidance - a hard sell given marke ...