Bernstein·2026-06-08SectorAsia Tech Hardware: Monthly sales-Unimicron 2Q26 revenue tracking in line while Quanta tracking above2382.TW3037.TW
Goldman Sachs·2026-06-08SectorCHINA FINANCIAL SERVICES: Trip Takeaways: Banks Shift to Defensive Balance Sheet Management; Prefer Brokers on HK ROE and AI Theme; FUTU’s Valuation Undemanding but AUM Growth Key to WatchFUTU
Goldman Sachs·2026-06-08SectorJAPAN ELECTRONIC COMPONENTS SEMICONDUCTORS: Potential onset of one of the largest cycles in history; remain bullish on Murata Taiyo Yuden Renesas Ibiden, Rohm up to Buy, downgrade Nitto Denko JAE6963.T6976.T6981.T
Morgan Stanley·2026-06-08SectorChina Industrials: Trip Takeaways: Stronger, Broader Capex Boom002008.SZ
Nomura·2026-06-08SectorKorea batteries: NIFA takeaways – Korea cathode companies Quick Note003670.KS247540.KS
J.P. Morgan·2026-06-08MacroBase Metals Supply & Demand Tracker: Chinese exports are the relief valve for ex-China aluminium tightness
J.P. Morgan·2026-06-08SectorMemory Market Update: SOCAMM content noise offers a buying opportunity; thoughts on NVDA-SKH partnership and takeaways from Computex 2026SKHYNIXSMSN
BofA Securities·2026-06-08SectorIT Hardware Industry IT Hardware Takeaways from the BofA 2026 Global Technology ConferenceDELL
Goldman Sachs·2026-06-07SectorAmericas Technology: Semiconductors: SIA data shows broadly above-seasonal trends in AprilMUNVDA
Goldman Sachs·2026-06-07StrategyFTSE Global Equity Index Series Rebalancing Review and Flow Implications (June 2026)-Final Update
Morgan Stanley·2026-06-07SectorChina Industrials: May Excavator Sales: Growth Much Stronger than Feared600031.SH
Nomura·2026-06-07SectorChina factory automation : A 2-3 year transition before industrial AI scales up300124.SZ
Goldman Sachs·2026-06-07MacroChina FX Rates Monitor: The Policy Anchor Behind a Stronger CNY and Lower Rates