J P M O R G A N SDF.AX, SDF AU Price (10 Jun 26):A$5.38 Australia Insurance and Diversified Financials Asia Pacific Equity Research 10 June 2026 Steadfast Group LTD Takeover offer Steadfast (SDF): Non-binding takeover approach from Amwins/Dragoneer consortium at A$6.00/share cash. Board intends to unanimously recommend. Not Rated See page 3 for analyst certification and important disclosures, including non-US analyst disclosures. {[{h_A8h9CIFjuhw2pQBFsk6UM6Sn57uY4YR3osopgXrGmdIyXpYnlQwRJCZ0HKF2p3GlozSvsns9r ...

June 10, 2026 08:11 AM GMT UK Data Preview | Europe M Idea The Quest Continues Bruna Skarica Chief UK Economist Bruna.Skarica@morganstanley.com +44 20 7425-9110 Exhibit 1 : Our headline forecasts for next week's data We see inflation rising to 3%Y in May, on air fares and VED. The search for first- and second-round effects of the energy shock continues, although we think the May air fares print is largely to do with the Easter-related volatility and base effects. Elsewhere, we see a soft labour market print ...

10 Jun 2026 04:19:33 ET │ 14 pages Ac t i o n | Brazil Railroads and Shipping Grains Logistics Tracker: Weekly Preview and Charts (June-5) CITI'S TAKE Data as of June 5th shows truckers' margins up +2.0p.p. w-o-w, or up +5.1p.p. w-o-4w, on average. Logistics continue strengthening as the corn harvest advances, now approximately 5.8% of the planted area already harvested according to IMEA. Diesel prices continued to fall and mildly limited freight rates expansion. Moreover, it's worth noting that the gap bet ...

MPOB stats: May '26 – Exports fall -15% MoM as demand shifts to Indonesia Vi e w p o i n t | 10 Jun 2026 04:16:30 ET │ 13 pages Malaysia Agricultural Products CITI'S TAKE May '26 palm oil exports out of Malaysia fell -15% MoM as Indonesia sellers rushed to sell volumes before new export rules are implemented from June '26. However, we think exports are likely to rebound as demand normalizes in coming months. Maintain bullish stance on the CPO sector. Order of pref: SDG (Buy) > KLK (Buy) > IOI (Buy). Indones ...

North America Equity Research June 2026 Life Science Tools & Diagnostics PM summary: Illumina (ILMN) Customer Survey Academic and Clinical ILMN Customer Survey: Insights into Market Views of Axelios 1 Life Science Tools & Diagnostics Casey Woodring AC +1 212 622 9074 casey.woodring@jpmchase.com J.P. Morgan Securities LLC Jaden Rismay +1 212 622 8479 jaden.rismay@jpmchase.com J.P. Morgan Securities LLC Sebastian Sandler +1 646 538 9821 sebastian.sandler@jpmchase.com J.P. Morgan Securities LLC Marta Nazarovet ...

Credit Calls Wednesday, June 10, 2026 Strategy & Sector Commentary Curveball: HG Credit Curve Opportunities: The 5s10s spread curve steepened while the 10s30s curve is near 7m flats (Silvi Mantri) The HG spread curve steepened in the belly as spreads widened modestly, with 5yr bonds outperforming modestly. The 3s5s curve reached its steepest level since mid-March at 16bp on Friday before flattening back to 15bp and is now at 73% of its 6m range. The 5s10s curve also steepened by 1.4bp WoW to 23bp, now at th ...

June 10, 2026 08:19 AM GMT Hearing Aids | Europe Morgan Stanley & Co. International plc+ M Update May-26 VA data: Strong Showing for Demant US Veterans Affairs procurement data for Hearing Aids for the month of May 2026 has been released (see here). We believe this is a somewhat pivotal release for the Hearing Aid names (Demant/Sonova under our coverage) as it represents the first month following the entry of Demant's Oticon Zeal into the channel. With the channel representing ~20% of the US Hearing Aid mar ...

J P M O R G A N Asia Pacific Equity Research 10 June 2026 Eagers Automotive Limited Following the AGM briefing, we have adjusted our model to incorporate updated Outside Equity Interest (OEI) considerations. Our earnings revisions reflect a moderation in ANZ OEI assumptions, relating to BYD RJV contributions and revised OEI assumptions post completion of the CanadaOne acquisition. Importantly, our Revenue/PBT estimates remain largely unchanged. Our key earnings changes are highlighted below. Figure 1: APE - ...

市场趋势 - 市场对即将发布的美国CPI数据持谨慎态度，预计将出现高通胀数据，这可能会影响美元的走势[1] - 近期美元的整体仓位已从上周的长期持有转为中性，尽管仍持有部分多头头寸[2] - 欧元在经历了一段时间的窄幅震荡后，市场情绪有所回升，但仍需等待CPI和欧洲央行的决策[3] - 英镑市场因伊朗局势和科技股IPO的影响而变得活跃，市场对美元的看法存在分歧[4] - 澳元在风险情绪低迷的情况下表现不佳，但预计在全球经济仍然强劲的背景下，未来可能会反弹[11] 货币政策与经济数据 - 加拿大央行预计将维持利率不变，尽管5月份的就业报告表现强劲，但经济增长和通胀仍然疲软[12] - 挪威通胀数据为3.4%同比，超出市场预期，但对挪威克朗的影响有限[14] - 瑞典的月度GDP数据反弹，但因数据噪音大，市场反应较小[14] 投资者情绪 - 市场对美元的看法在高通胀预期和股市波动之间存在不确定性[4] - 投资者对即将到来的美国CPI数据的反应将对短期内的货币走势产生重要影响[10]

Flash | 10 Jun 2026 04:14:26 ET │ 11 pages Yantai Jereh Oilfield Services Group (002353.SZ) Jereh Management Call Report – Key Takeaways CITI'S TAKE We joined Jereh's management business update call today. Key takeaways are provided below. YTD orders for gas turbines power generators significantly exceeded initial guidance of US$600-800m, leading to an upward revision for the full-year 2026 forecast. The company is experiencing continuous price increases for its gas turbine power generators, validating tigh ...