J.P. Morgan's daily research note highlights Ferrovial's NTO potential, a preference for SMid tech stocks, and sector-specific updates for reinsurers and building materials.
Key Takeaways
- 1.Ferrovial's New Terminal One (NTO) at JFK is a significant long-term value driver with pricing power offering inflation protection.
- 2.Investment strategy remains focused on Small and Mid-cap (SMid) equities versus Large-cap, with a continued preference for tech stocks.
- 3.Atlantic hurricane season risks for reinsurers are perceived differently in 2026 due to expected lighter intensity and falling prices.
Table of Contents
- Today's Morning Meeting
- Also Published Today
- In Case You Missed It... Trending in the Last Month
- Key Changes
- JPM Events
- Upcoming Earnings
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Authors
Elodie Rall
Securities
FERMUVGn.DEAENA
Themes
Atlantic Hurricane Season RisksInfrastructure InvestmentTech Sector Dominance
Regions
EuropeAsia PacificUnited StatesGermanyUK