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JPM | EMEA Spec Sits Daily: CBK GY/ UCG IM weekly acceptance update, UMG NA note-20260610
JPMorgan· 2026-06-10 15:11
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 ...
Europe Equity Research
JPMorgan· 2026-06-10 14:09
Europe Equity Research Europe First to Market 10 June 2026 Today's Morning Meeting | Also Published Today | Key Changes | JPM Events | Upcoming Earnings Today's Morning Meeting AFL | UMG & Vivendi (Daniel Kerven) UMG … a hairy peach UMG is a peach of an asset. However, it has a lot of hair on it. The "hair" is frustrating for existing shareholders, but in our view represents an opportunity for those on the sidelines. The peach continues to get bigger and juicier each year given secular growth, Streaming 2.0 ...