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1
Occidental Petroleum: Transitory Midstream Strength Drives Beat, With More Sustainable Uplift Expected in 2026
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Reports
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Occidental Petroleum: Transitory Midstream Strength Drives Beat, With More Sustainable Uplift Expected in 2026

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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2
PLDT Inc: Upside risks to FY24 guidance
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PLDT Inc: Upside risks to FY24 guidance

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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3
Morgan Stanley Direct Lending: MSDL Expects to Ramp Leverage to the Target Range in the Coming Quarters but Will Not Rush
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Reports
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Morgan Stanley Direct Lending: MSDL Expects to Ramp Leverage to the Target Range in the Coming Quarters but Will Not Rush

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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4
Quebecor Inc. 9 May 2024
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Quebecor Inc. 9 May 2024

Company SnapShot, 2024

Copyright (c) 2024 Acquisdata Pty Ltd ;EISSN: 2203-2746

Full text available

5
The Baldwin Group: 1Q24 Earnings: Direction of Travel Encouraging, Reiterate Overweight Rating
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Reports
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The Baldwin Group: 1Q24 Earnings: Direction of Travel Encouraging, Reiterate Overweight Rating

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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6
TransDigm Group Inc: Aftermarket Falls Short but Estimates Still Go Up
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Reports
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TransDigm Group Inc: Aftermarket Falls Short but Estimates Still Go Up

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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7
Valvoline: Cruise Control
Material Type:
Reports
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Valvoline: Cruise Control

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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8
Aramark: 2QF24 Results Show Attractive Margin Expansion Plus “Very Significant Momentum” in New Business Wins
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Reports
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Aramark: 2QF24 Results Show Attractive Margin Expansion Plus “Very Significant Momentum” in New Business Wins

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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9
Adient: Trim Estimates and Price Target Following Better F2Q But Softer Full Year Guide Given Adverse Customer and Program Mix + EV Headwinds
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Reports
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Adient: Trim Estimates and Price Target Following Better F2Q But Softer Full Year Guide Given Adverse Customer and Program Mix + EV Headwinds

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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10
Dun & Bradstreet: 1Q24 Results Show Just One Surprise: A Share Buyback; Placing on DNB on Positive Catalyst Watch
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Reports
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Dun & Bradstreet: 1Q24 Results Show Just One Surprise: A Share Buyback; Placing on DNB on Positive Catalyst Watch

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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11
Steel Dashboard: US EAF spread down 3% over the week but ASP spread up 6%; BSL & SGM shares hold steady
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Reports
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Steel Dashboard: US EAF spread down 3% over the week but ASP spread up 6%; BSL & SGM shares hold steady

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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12
XPO Inc: Closing in on the Pack
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XPO Inc: Closing in on the Pack

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

Digital Resources/Online E-Resources

13
Vestis: An Un-Virtuous Cycle Emerges as Service Gaps and Sales Challenges Drag VSTS's Business and Bull Case; Downgrade to Neutral
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Reports
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Vestis: An Un-Virtuous Cycle Emerges as Service Gaps and Sales Challenges Drag VSTS's Business and Bull Case; Downgrade to Neutral

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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14
Linde plc: Deflated
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Reports
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Linde plc: Deflated

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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15
Nabors Industries: 1Q24 Post Mortem and Model Update
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Reports
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Nabors Industries: 1Q24 Post Mortem and Model Update

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

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16
JPM Mining Daily: Iron ore unch, Gold -2%, IGO d/g to UW, SFR MarQ24 result, BHP/AAL share offer spread, Glencore, China April PMI and Politburo meeting & more
Material Type:
Reports
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JPM Mining Daily: Iron ore unch, Gold -2%, IGO d/g to UW, SFR MarQ24 result, BHP/AAL share offer spread, Glencore, China April PMI and Politburo meeting & more

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

Digital Resources/Online E-Resources

17
NXP Semiconductors N.V. 29 April 2024
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Reports
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NXP Semiconductors N.V. 29 April 2024

Company SnapShot, 2024

Copyright (c) 2024 Acquisdata Pty Ltd ;EISSN: 2203-2746

Full text available

18
RELX PLC: RELX - forecasts changes, next events, work and comps
Material Type:
Reports
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RELX PLC: RELX - forecasts changes, next events, work and comps

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

Digital Resources/Online E-Resources

19
TransUnion: 1Q24 Beat and 2024 Guidance Raise, Mostly Driven by Mortgage
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Reports
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TransUnion: 1Q24 Beat and 2024 Guidance Raise, Mostly Driven by Mortgage

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

Digital Resources/Online E-Resources

20
SL Green Realty Corp: Updated FFO w/ higher '24 (debt gains) and higher '25 (occupancy)
Material Type:
Reports
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SL Green Realty Corp: Updated FFO w/ higher '24 (debt gains) and higher '25 (occupancy)

J.P. Morgan Equities Research Reports, 2024

Copyright 2024 JPMorgan Chase & Co. All rights reserved. This report or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan.

Digital Resources/Online E-Resources

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