本报告为摩根大通新兴欧洲（CEEMEA）股票研究每日速递，汇总当日及近期发布的公司、行业与策略观点。公司层面，阿布扎比商业银行3Q26净利息收入强劲、减值计提较低，业绩超市场一致预期约8%，并下调风险成本指引；du公布3Q26业绩电话会要点并更新模型；将Kazatomprom上调至增持、目标价91美元，认为不利因素已计入股价且铀市基本面提供支撑。行业与主题方面，发布能源冲击监测、希腊银行新投资者指南、南非银行面向2026年末至2027年的五大风险与五大上行主题、南非食品与药品零售渠道毛利率分析，以及全球金矿股估值、催化剂与区域首选。报告另列示EPS盈利预测调整、JPM路演与会议安排及未来一周财报日历。
This is J.P. Morgan's CEEMEA First to Market daily digest of emerging Europe, Middle East and Africa equity research, summarising recently published company, sector and strategy notes. On the company side, Abu Dhabi Commercial Bank's 3Q26 results showed strong net interest revenue and low impairments, driving an 8% beat versus consensus, with cost-of-risk guidance lowered; the note also reviews du's 3Q26 conference call and model update, and upgrades Kazatomprom to Overweight with a US$91 price target on the view that headwinds are priced in and uranium market fundamentals are supportive. Sector and thematic work includes the Energy Shock Monitor, a guide to Greek banks for new investors, five risks and five upside themes for South African banks into end-2H26 and 2027, analysis of gross margins in South African food and drug retail, and a global gold miners dashboard covering valuations, catalysts and regional top picks. The report also lists EPS estimate changes, upcoming J.P. Morgan