Morgan Stanley·2026-06-07SectorPharmaceuticals: The Ozempic cliff: generic risks, opportunities and bottlenecksLLYNOVO-B.CO
Morgan Stanley·2026-06-07SectorGreater China Technology Semiconductors: Computex takeaways: Cloud, PC and old memory2330.TW2454.TW
Morgan Stanley·2026-06-07SectorGreater China Technology Hardware TFT-LCD Panel Price Outlook for June 2026: TVs Flat, Monitors +0.2%, NBs Flat MoM2409.TW3481.TW
Bernstein·2026-06-07SectorAsia Tech Hardware: TW suppliers monthly sales: Largan and Chroma monthly sales tracking well above consensus2360.TW3008.TW
Morgan Stanley·2026-06-07SectorChina Financials: New Consultation Paper on RMB Deposit and Loan Interest Rate Management Rules to Support Fair and Marketoriented Pricing1398.HK
Morgan Stanley·2026-06-07MacroChina's 3D Journey: The Hefei Paradox: Why Smart Industrial Policy Can’t Fix Macro Imbalances
Bernstein·2026-06-07SectorU.S. Electrical Equipment: State of Utility Capex 1Q26-more multi-year upgrades led by data centers, with a focus on new generation spendETNGEV
Goldman Sachs·2026-06-06StrategyASIA INDEX STRATEGY: S&P ASX Indices Rebalancing Review and Flow Implications (June 2026)
Goldman Sachs·2026-06-06StrategyChina Weekly Kickstart: MXCN flat while A-shares lost 1.5%. We moderated our view on MXCN to MW but stay OW A shares; Mixed PMIs in May
Goldman Sachs·2026-06-06StrategyAsia Index Strategy: FTSE Taiwan Index Series Review and Flow Implications (June 2026)