UBS·2026-06-11SectorUBS Global I O Semiconductors Auto semis: Sustained Analog Momentum, but Selectivity WarrantedIFX.DENXPI.US
Goldman Sachs·2026-06-11SectorChina IP Retailer and Toy Tracker: May updat: Pop Mart China online growth decelerated with higher base; Miniso Bloks accelerating IP product launchPOPMARTMNSO.US
J.P. Morgan·2026-06-11SectorHardware & Networking: HDD Update: Forecast Pricing Acceleration to Represent Upsides to Already High Bar of Buy-side Expectations; Still See Material Room for Both WDC and STX; Reiterate OWSTXWDC
UBS·2026-06-11SectorChina chemical new materials sector: Helium prices likely to stabilize while upside is priced in; downgrade Huate Gas to Neutral688268.SH
UBS·2026-06-11SectorChina hotel RevPAR and airfare weekly: Midscale upper-midscale segment RevPAR -3.4% +2.6% YoY; domestic airfares +23% YoY1179.HK9961.HK
UBS·2026-06-11SectorIndonesian Metals Sector Nickel: The curious case of the sudden drop in NPI and nickel matte exports from MorowaliANTM.JKINCO.JK
Morgan Stanley·2026-06-11StrategyKorea Renaissance: Is the Household Asset Move to Equities Sustainable? Possibly
Bernstein·2026-06-11SectorIndian Autos: Bajaj vs Eicher-The 350cc battle redrawn?BAJAJ-AUTO.NSEICHERMOT.NS
Morgan Stanley·2026-06-11SectorWire & Cable: Share Price Correction,but Fundamentals Strong5801.TSUMIELEC5803.T
Morgan Stanley·2026-06-10MacroChina Economics: Sequentially Slower Oil Push, Limited Reflation Elsewhere
J.P. Morgan·2026-06-10SectorFoundries 1Q26 wrap: Leading edge tightness deepens; Mature recovery broadening but uneven2303.TW2330.TW
BofA Securities·2026-06-10SectorGreater China: Equity & Bond Property Wrap Equity: HK primary residential sales pace slows; Bond: OW LASUDE ‘260016.HK
J.P. Morgan·2026-06-10SectorAsian Semis: April WSTS data: Strong YoY growth continues,becoming more broad-based with healthy unit growth and ex-memory ASP uptick2330.TW
Goldman Sachs·2026-06-10MacroJapan: May CGPI: Continued MoM Increase, but Decelerates from April’s Surge
Goldman Sachs·2026-06-10SectorEurope Technology: Hardware,Updating estimates and PTs to reflect recent positive datapointsASMLBESI.ASNBIS