J.P. Morgan·2026-06-30SectorKorea Battery: Share prices +10-26% on hopes of accelerated US AIDC infrastructure buildout; raise US ESS demand estimate by 52%006400.KS373220.KS
J.P. Morgan·2026-06-29StrategyEquity Strategy Look for further upside in Europe in 2H - updating our targets and positioning
J.P. Morgan·2026-06-29SectorChina ESS Integrators: Share prices jump on EU's ESS push given its role in stabilizing energy prices300274.SZ605117.SH
J.P. Morgan·2026-06-29StrategyGlobal Macro Outlook and Strategy: Global Rates, Commodities, Currencies and Emerging Markets
J.P. Morgan·2026-06-29SectorMemory Market Update Our take on Korea's AI mega-investment master plan and recent memory industry developmentsSKHYNIXSMSN
J.P. Morgan·2026-06-29SectorElectronic Components Sector: MLCC eXchange: May 2026 trade data; May results in line with seasonal patterns; IT applications driven by Taiwan, while automotive applications fell MoM
J.P. Morgan·2026-06-29SectorGlobal Banks: Mythos-class era: Cybersecurity a bigger concern than credit risk
J.P. Morgan·2026-06-28MacroChina: Solid but diverging industrial profits in May: Weak demand caps a broader profit recovery
J.P. Morgan·2026-06-27MacroGlobal Data Watch: Asia Oil Down, Dollar Up: A Rotation in Asian Central Banks
J.P. Morgan·2026-06-27StrategyJapan Quant Strategy - Momentum Fusion in Japan Fragile Price Trends, Stronger Fundamentals, and Volatility Discipline
J.P. Morgan·2026-06-26SectorAPAC Energy Transition: Implications: When data center backlash meets US grid queue reformBE
J.P. Morgan·2026-06-25SectorCosmetics Sector: Earnings Outlook (Apr-Jun) Need strategies to grow core brands, lift margins4452.T4911.T