Analysts at JPMorgan repeated a cautious stance on European oil and gas equities into 4Q reporting season, with the American bank highlighting a more challenging 2026 backdrop as oversupply risks are seen as building. The bank also flagged valuation and expectations.
Swedish Orphan Biovitrum AB (publ) (SWOBY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
HeartFlow, Inc. (HTFL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Sionna Therapeutics, Inc. (SION) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Big banks are kicking off earnings season this week, with JPMorgan Chase (JPM) weighing on the market today.
BeOne Medicines AG (ONC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
CeriBell, Inc. (CBLL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Telix Pharmaceuticals Limited (TLX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Kinder Morgan (KMI) remains a high-quality midstream operator with a reaffirmed 'buy' rating due to consistent growth, stable fundamentals, and prudent capital allocation. KMI's net leverage ratio is declining, projected to reach 3.80 by 2026, signaling a lower risk profile and increased financial flexibility versus peers. Dividend growth remains steady, with the 2024 yield at 4.26% and a ninth consecutive annual increase expected, supported by robust cash flows and disciplined payout ratios.
Morgan Stanley Direct Lending Fund's weighted average yield fell from 11% in Q3 2024 to 9.9% in Q3 2025, pressuring NII, but that's not my largest concern. MSDL is in trouble because of increasing struggles of its portfolio companies. Is it time to stop buying MSDL? I think so - I've stopped reinvesting as MSDL's portfolio performs in the opposite direction it should.
Sometimes, the best value picks are the ones that have been hiding in plain sight all along.
Morgan Stanley is reportedly entering the cryptocurrency exchange-traded fund (ETF) space. The Wall Street bank has submitted paperwork for a Bitcoin Trust and a Solana Trust, each of which would hold the individual cryptocurrencies, Bloomberg news reported Tuesday (Jan. 6), citing a regulatory filing.