After a volatile first quarter, the second quarter started in style, and the main indices are – or fluctuate close – to historic highs. The government bond market has also stabilized as yields recede, following a spike at the beginning of the year, allaying investors’ fears that inflation might get out of hand. In addition, the economic recovery appears to be gaining momentum at a faster rate than anticipated. “We expected the data to improve at this point, and the first signs are that the recovery is absolutely on track,” said Hugh Gimber, global market strategist at J.P. Morgan. “This is the period when the forecast of a strong recovery in growth begins to resemble more the fact of a strong recovery in growth.” In this context, J.P. Morgan analysts identified 2 names that they believe will show strong growth next year; both are expected to reward investors generously with at least 80% of earnings in the coming months. We examined them in the TipRanks database to see what other Wall Street analysts have to say about them. Tencent Music Entertainment (TME) We’ll start in China, where Tencent Music Entertainment is the daughter of China’s giant online venture company, Tencent, and Spotify, the Swedish streaming company that makes music and playlists easy. Tencent Music had consistently strong sales and earnings last year, with revenue growing year on year in each quarter of 2020. The fourth quarter report showed $ 1.26 billion in revenue, the highest in the past two years. with 12 cents a share in profit, an increase of 33% year on year. Strong streaming revenue, which grew by 29%, helped boost results. And Tencent Music, through its variety of applications, is the main music streaming service in the Chinese online market – as shown by the 40.4% annual increase in paid subscribers during the fourth quarter. In its quarterly results, the company reported 4.3 million new net users in the fourth quarter, to reach 56 million active premium accounts in its applications. That said, the stock has declined dramatically recently, like many other high-growth names on the rise, concerns about an overheated valuation have surfaced. But setbacks often mean opportunity, and covering JPM’s shares, Alex Yao notes the strong growth in subscriptions, as well as the potential in other company businesses, online ads and long format audio, for monetization. “We believe that TME is entering a healthy development cycle with successive growth engines: 1) music subscription continues to be the main revenue driver with consistent improvement in the payment rate, 2) ad revenue increases rapidly and 3 ) active investments in long-term audio initiatives, which could become a new driver of growth in 2022 and beyond, “noted Yao. To this end, Yao places a price target of $ 36 on TME, suggesting a rise of one 84% year, to support its overweight rating (ie purchase) on (To see Yao’s history, click here) Overall, TME received the positive sign from Wall Street. Of the 11 recorded reviews, 7 are for Buy, 3 are for Keep and 1 says Sell, making the analyst’s consensus a moderate buy, the shares are quoted at $ 19.50, and their average price target of $ 30.19 implies a 55% rise for the next few months. (See the analysis of TME shares in TipRanks) Y-mAbs Therapeutics (YMAB) The next JPM choice we are looking for is is Y-mAbs, an advanced clinical biopharmaceutical company with a focus on pediatric oncology y. The company is working on the development and commercialization of new antibody-based cancer therapies. Y-mAbs has a drug – Danyelza – approved for use in the treatment of neuroblastoma in children 1 year of age or older, and a ‘broad and advanced’ line of drug candidates at various stages of the clinical process, as well as five additional products in pre-stages of clinical research. Having an approved drug is a “Holy Grail” for clinical biopharmaceutical companies and, in 4Q20, Y-mAbs obtained a considerable revenue from Danyelza. The company announced in late December that it had agreed to sell the drug’s Priority Review Voucher to United Therapeutics for $ 105 million. Y-mAbs will retain the rights to 60% of the net revenue from the sale, under an agreement with Memorial Sloan Kettering. Also in December, the company announced a license agreement with SciClone. The partnership gives Y-mAbs and Danyelza a spot in the treatment of pediatric patients in China. The deal includes Mainland China, Taiwan, Hong Kong and Macau and is worth up to $ 120 million for Y-mAbs. The company has entered into other agreements making Danyelza available in Eastern Europe and Russia. Danyelza is the flagship of Y-mAbs, but the company also has omburtamab in advanced pipeline stages. This drug candidate saw a setback in October last year, when the FDA refused to submit the company’s biological license application, proposed for the treatment of pediatric patients with CNS / leptomeningeal metastasis. Y-mAbs has been in constant communication with the FDA ever since, with a new target date for the BLA in late 2Q21 or early 3Q21. These two drugs – one approved and the other not yet – form the basis of JPM’s perspective on this stock. The analyst Tessa Romero writes: “Our thesis revolves around the risk-free nature of the pediatric oncology pipeline. Our recent feedback from KOL is excited about the use of the main asset Danyelza in patients with high-risk neuroblastoma (NB). For the second main asset omburtamab in NB metastatic to the central nervous system (CNS / LM of NB), while the ‘Refuse to Archive’ last year and subsequent regulatory delays were certainly disappointing, we still see a high likelihood of approval for the product on schedule 2Q / 3Q22 … ”Looking to the future, Romero sees an optimistic outlook for the company:“ Combining our expectation of a healthy launch for Danyelza, with a regulatory / clinical boost expected in the short to medium term, we see actions positioned to recover and see an attractive buying opportunity at current levels. ”The analyst places a target price of $ 52 for YMAB’s shares, which implies a 86% increase for the next year, and supporting an overweight rating (ie purchase). (To view Romero’s track record, click here) Overall, Wall Street analyzes split into 3-to-1 in favor of purchases versus Y-mAbs withholdings, giving stocks a strong buy consensus rating. The shares have an average target price of $ 61.25, which suggests a potential increase of 121% this year. (See the YMAB stock analysis at TipRanks) To find good ideas for stock trading with attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that brings together all TipRanks stock insights. Disclaimer: The opinions expressed in this article are exclusively those of the analysts presented. The content should be used for informational purposes only. It is very important to do your own analysis before making any investment.