After a volatile first quarter, the second quarter has started in style and major indices are at or near all-time highs. The government bond market has also stabilized as yields fell after rising earlier in the year, allaying investor fears that inflation could spiral out of control. In addition, the economic recovery appears to be picking up momentum faster than expected. “We expected the data would improve around this time, and early signs suggest the recovery is absolutely on the right track,” said Hugh Gimber, global market strategist for J.P. Morgan. “This is the period when the forecast of a strong recovery in growth is more like the fact of a strong recovery in growth.” With this in mind, the analysts at J.P. Morgan identifies two names that they believe will see strong growth in the year ahead. Both are expected to reward investors with at least 80% of profits over the coming months. We ran them through the TipRanks database to see what other Wall Street analysts had to say about them. Tencent Music Entertainment (TME) We’re launching in China, where Tencent Music Entertainment are the descendants 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 return on sales increasing year over year in each quarter of 2020. The Q4 report showed $ 1.26 billion in return on sales, the highest value in two years with 12 cents per share in profit, an increase of 33% over the previous year. Strong streaming revenue that showed 29% growth helped drive results. And Tencent Music is the top music streaming service in the Chinese online market with its multitude of apps – as shown by the 40.4% year-over-year increase in paid subscribers in the fourth quarter. In its quarterly results, the company reported 4.3 million net new users in the fourth quarter to reach 56 million active premium accounts through its apps. That said, the stock has pulled back sharply recently as, like many other high-flying growth names, concerns about overheated valuation have come to the fore. However, pullbacks often present opportunities and cover the stock for JPM. Alex Yao points to the strong subscription growth as well as the potential for monetization of the company’s other businesses, online ads and long-form audio. “We believe TME is entering a healthy development cycle with successive growth engines: 1) music subscription remains the top revenue driver with a consistent improvement in payment rates, 2) advertising revenue is growing rapidly, and 3) active investment in long-form audio initiatives; This could become a new growth driver in 2022 and beyond, “noted Yao. To that end, Yao sets a price target of $ 36 for TME, which indicates a year-long move up of 84% to get its overweight (i.e. buy) rating on the up support stock. (To see Yao’s track record, click here.) Overall, TME has a thumbs up from Wall Street, of the 11 registered ratings, 7 are for buy, 3 are for sale and 3 are for sale, bringing analyst consensus to consensus makes moderate buy. The share price is $ 19.50, and the average price target of $ 30.19 implies an uptrend of 55% for the coming months. (See TME stock analysis on TipRanks) Y-mAbs Therapeutics (YMAB) The next The JPM selection we’re looking for at is Y-mAbs, a late-stage clinical biopharmaceutical company focused on pediatric oncology, working to develop and commercialize new anticancer drugs body base. Y-mAbs has a drug – Danyelza – approved for the treatment of neuroblastoma in children aged 1 and over, and a “broad and advanced” pipeline of drug candidates at various stages of the clinical process, plus five other products in pre-clinical research stages. Having an approved drug is a “holy grail” for clinical biopharmaceutical companies, and in the fourth quarter of 20, Y-mAbs generated significant revenue from Danyelza. The company announced in late December that it had agreed to sell the Priority Review Voucher for the drug to United Therapeutics for $ 105 million. Y-mAbs retains rights to 60% of the net proceeds from the sale under an agreement with Memorial Sloan Kettering. Also in December, the company announced a license agreement with SciClone. The partnership opens up an opening for Y-mAbs and Danyelza to treat pediatric patients in China. The agreement covers mainland China, Taiwan, Hong Kong and Macau and is valued at up to $ 120 million for Y-mAbs. The company has further agreements that will make Danyelza available in Eastern Europe and Russia. Danyelza is Y-mAbs’ flagship product, but the company also has omburtamab in advanced stages of the pipeline. This drug candidate suffered a setback in October last year when the FDA refused to submit the company’s Biologics 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 at the end of the second quarter of 21 or the beginning of the third quarter of 21. These two drugs – one approved and one not yet – form the basis of the JPM Outlook for this stock. Analyst Tessa Romero writes: “Our thesis revolves around risk reduction in the pediatric oncology pipeline. Our recent KOL feedback is enthusiastic about the use of lead danyelza in patients with high risk neuroblastoma (NB). For the second lead object, omburtamab in NB, which has metastasized to the central nervous system (CNS / LM of NB), although the “refusal of submission” last year and the subsequent delays in regulation were certainly disappointing, we still see a high one Probability of approval of the product in The timeframe for the 2nd and 3rd quarter 22 … “Looking to the future, Romero sees an optimistic outlook for the company:” In connection with our expectation of a healthy market launch of Danyelza and the expected short to medium-term regulatory / clinical dynamics, the stocks are about to recover and see an attractive buying opportunity at the current level. “The analyst sets a target price of $ 52 on YMAB stock, which is an upward movement of 86% for the year ahead and supports an overweight (i.e. buy) rating. (To see Romero’s track record, click here.) Overall, Wall Street ratings are broken down 3 to 1 in favor of buying versus holding at Y-mAbs, giving the stock a strong buy consensus rating. The stock has an average price target of $ 61.25, which suggests upside potential of 121% this year. (See YMAB stock analysis on TipRanks.) To find great ideas for trading stocks at attractive valuations, visit TipRanks ‘Best Stocks to Buy, a newly launched tool that brings together all of TipRanks’ stock insights. Disclaimer: The opinions expressed in this article are solely those of the presented analysts. The content is intended to be used for informational purposes only. It is very important that you do your own analysis before making any investment.