Morgan Stanley·2026-06-11SectorOptics Drives the Board: PCB Beneficiaries of the AI Interconnect Build-out002916.SZ3037.TW
Goldman Sachs·2026-06-11StrategyGLOBAL CREDIT TRADER: Credit volatility: Positioning for normalization
J.P. Morgan·2026-06-11SectorChina Healthcare: Takeaways from US Pharma Biotech Analyst Call: Durable innovation, disciplined capital, limited policy disruption1801.HK
Goldman Sachs·2026-06-11SectorJapan Games and Internet: Our views following new title announcement events: Reiterate Buy ratings on Sony and Capcom6758.T9697.T
Morgan Stanley·2026-06-11SectorHong Kong Property: Expect Call with C&W; Robust Data but Uncertain Sentiment0016.HK
UBS·2026-06-11SectorChina TCM Monthly Tracker: Raw material prices down 15% YoY in 5M26, down 1% MoM in May000538.SZ
J.P. Morgan·2026-06-11SectorGlobal EV & Battery Update May 2026: EV PHEV penetration solid in EU China vs US weak; ESS remains the clear bright spot300750.SZ373220.KS
J.P. Morgan·2026-06-11SectorAsia Power Equipment: Addressing investors’ key questions - What to do post the 20-30% decline during 2Q?002028.SZ267260.KS
Morgan Stanley·2026-06-11SectorEBAY and ETSY in the Agentic Era: Underappreciated Advantages?EBAYETSY.US
BofA Securities·2026-06-11SectorUS Semiconductors Rise of the Agents-raising CPU TAM to $170bnAMDARMINTC
J.P. Morgan·2026-06-11StrategyRetail Radar Jun 10 - Tech Selling amidst Drawdown, World Cup Theme Yet to Kick In
J.P. Morgan·2026-06-11SectorAutos Sector China auto sales (May): Moment of truth for ICE autos this summer; NEV shift continues, despite reversal of price gap with ICEBYD7203.T
Morgan Stanley·2026-06-11SectorChina Industrials: CAAM: HDT Sales Up 23% y-y in May 20262338.HK3808.HK
Goldman Sachs·2026-06-11SectorCHINA PASSENGER VEHICLE MONTHLY CHARTBOOK: May 2026-NEV retail penetration to 63% in China,strong export growth at 73% yoyBYD
J.P. Morgan·2026-06-11SectorHardware & Networking: Optical Pullback on Recent CPO Concerns Getting Overblown; Reit. OW on COHR & LITECOHRLITE
J.P. Morgan·2026-06-11SectorChina Power Equipment: Notes from the road; takeaways from industry conferences in Shanghai002028.SZ
Morgan Stanley·2026-06-11SectorAgribusiness: Because You Asked: What If We Have a Super El Ni-o This Year?ADM.USBG.US