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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 ...
Silver Sunrise Euro TMT Daily-20260818
摩根大通· 2026-08-18 15:15
Scott Silver - Specialist Sales - European TMT AC (44-20) 7134-0412 scott.silver@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales 18 August 2026 J P M O R G A N Silver Sunrise Euro TMT Daily Scott Silver +44 207 134 0412 scott.silver@jpmorgan.com RESEARCH SNIPPETS QUICK SILVER: SNIPPETS | Event Type | Start Time | End Time | Corp Client | Management Attendee(s) | Market Cap (as of 8/6/26) | | --- | --- | --- | --- | --- | --- | | Tuesday, September 22, 2026 | | | | | | | Group Meeting / Booth ...