Asia Pacific Equity Research 10 June 2026 J P M O R G A N Trend Tapestry Surviving Space: A 101 on the environment, the hardware and the opportunity We hosted an expert call to discuss what makes operating in space so physically demanding, and where the investment opportunities lie as a result. Prof. Loren Chang, Department Chair and Distinguished Professor of Space Science and Engineering at National Central University (NCU) in Taiwan, walked us through the defining characteristics of the space environment ...

C A Z E N O V E Europe Equity Research 10 June 2026 Workspace The scene was already set – news today on medium- term trading profit outlook, (even) more disposals to come and a solid start to '27 leasing wise: FY26 First Take Our Take: We see three pieces of incremental news today, following the reset in expectations at the 4Q26 Trading Update (here): (1) Workspace has announced a medium term target to grow – organically – trading profit before interest over the medium term to £125m vs. a headline equivalen ...

June 10, 2026 06:15 AM GMT Pennon Group | Europe M Update FY26 Beat, Upside Risk to Asset Base Growth but FY27 Guide Disappoints Reaction to earnings Unchanged Modest upside Meaningful revision lower Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Key catalyst by end September: The company intends to present a Strategic Update by the end of September. We expect this to be a key positive catalyst for ...

Specialist Sales 10 June 2026 {[{9z_c_gX-PJ6_KgNUcAxZG3xMhl55hPEwaHetv5FldkAj7ECU1yum1tOjAghTsU3tlB6l03IoCEDYIf5KB7xso3I3B7lSgagQ65Otol3k}]} J P M O R G A N JPM | EMEA Spec Sits Daily: CBK GY/ UCG IM weekly acceptance update, UMG NA note +44 207 134 6029 zara.patel@jpmorgan.com Special Sits Today News & Press M&A Soft Catalyst • EZJ LN: Betaville reported yesterday that UK private equity firm Cinven had been looking at a takeover of EasyJet. Cinven may be looking to form a consortium to purchase the airline ...

J P M O R G A N North America Equity Research 10 June 2026 Broadlines & Hardlines Retail HD/LOW Spring Tours Yr 16, Wk 8: DC Part Deux; Late May Less Worse With Better Weather and a Later Father's Day Suggesting a Better June Tis the (II/Extel) season! We would greatly appreciate your 5-Star support (individual and firm) in the Retailing – Broadlines & Hardlines category.Over this past year, we have worked diligently to provide access (JPM Retail Round Up, Tech, London, Toronto, various NDRs) and forward-lo ...

JUNE 10, 2026 MKT INTEL VIEWS: Tech slump returns, with overnight US weakness weighing on APAC this morning (EU > US futures this morn). Geopolitical headlines remain volatile but this was unlikely to have triggered the rotation given 1) Oil & Rates traded lower yesterday; 2) Tech has been the escalation trade. Gold continues to break lower after breaking 200dma last week. Today, all eyes on US CPI – see Drew's preview below. The rotation out of Tech has been clearest in the US, with improving breadth (SPW> ...

J P M O R G A N North America Equity Research 10 June 2026 Aveanna Healthcare Model Update Following 1Q earnings, we are updating our estimates for AVAH (see our earnings recap here and follow-up with mgmt here). With the strong performance in 1Q and separate increases to 2026 guidance following the 1Q performance and the recently closed deal with First Family (+$120M annual revenue; ~$20M annual EBITDA), we increase our 2026 estimates for revenue to $2,645M (+8.7% y/y and vs $2,555M prior) and adj EBITDA t ...

Marjan Daeipour - Specialist Sales - European Healthcare AC (44 20) 7134-1329 marjan.daeipour@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales 10 June 2026 J P M O R G A N Overnight News J.P. Morgan Research Highlights J. P. Morgan Events J. P. Morgan Healthcare Research Links J.P. Morgan Healthcare Contacts Overnight News Bachem; Smith & Nephew Marjan Daeipour +44 207 134 1329 marjan.daeipour@jpmorgan.com Use the links below to jump straight to each section: **Sanofi: Expect stock off c. 1-2 ...

Flash | Ireland -Solid performance, although slightly softer than u est, — Sales grew by 2.2% slightly softer than our 3.0%, but GPM grew 4.1% highlighting GPM expansion which we think is notable. Operating profit came in slightly softer than our est at EUR 25m at a margin of 2.9% vs our 3.3%. Net finance costs in Ireland declined 22.8% to EUR 3.8m lower than our EUR 5m. Therefore PBT was EUR 21.1m slightly softer than our EUR 22.7m. Outlook — Trading in SA over the first two months (April/May showing encou ...

Morning Notes Thailand Market Summary | | Last | Chg | %Chg | | --- | --- | --- | --- | | SET | 1,584.14 | 22.5 (pts) | 1.4% | | SET100 | 2,183.35 | 13.0 | 0.6% | | SET50 | 1,019.00 | 5.1 | 0.5% | | mai | 214.69 | -1.1 | -0.5% | | SET Total Value | 70,507 | | | | SET Market Cap. (Btm) | 20,022,399 | | | | SET PE (x) (Btm) | 16.86 | | | | SET PBV (x) | 1.45 | | | Trading Summary by Investor Type | | 9-Jun | wtd | mtd | ytd | | --- | --- | --- | --- | --- | | SET (Btm) | | | | | | Foreign | (579) | (4,077) | ...