Goldman Sachs·2026-06-12SectorBIG OILS: Oil price implied in EU Big Oils and sensitivities on a potential Hormuz re-openingBP.LSHEL.LTTE.PA
J.P. Morgan·2026-06-12SectorLithium : Global BEV sales +8% YoY in May but -3% YTD YoY; China BEV penetration remains at 42%ALBPLS.AX
Goldman Sachs·2026-06-12SectorMulti-Industry Capex Tracker: Medium Term Capex Expectations Continue to ImproveSIE.DESU.PA
Goldman Sachs·2026-06-12SectorEnergy, Utilities & Mining Pulse: Investors Asking: How Top Projects Highlights Several Constructive Long-Term Themes for Energy Equities?CVXXOM
Goldman Sachs·2026-06-12SectorChina Wind: Dajin Heavy (002487, 1081.HK; NC): Field trip takeaway: Positive overseas offshore Wind demand outlook002487.SZ
Goldman Sachs·2026-06-12StrategyKOREA WEEKLY KICKSTART: KOSPI ended the week down moderately amid continued volatility and the US core CPI below consensus
Goldman Sachs·2026-06-12StrategyEUROPE WEEKLY KICKSTART: Why Europe Is Falling Behind: Energy, Rates, AI
Goldman Sachs·2026-06-12SectorGlobal Metals and Mining-China Lithium consultant call feedbackALBPLS.AX
Goldman Sachs·2026-06-12MacroEM ASIA FX RATES VIEWS: Asian central banks stepping up response to stem FX weakness
Goldman Sachs·2026-06-12SectorCHINA STAPLES Value Retailers: Our three key takes on read-across from new booming Fresh Snacks retail chains2097.HK
Bernstein·2026-06-12SectorJapan Semi Equipment: Potentially reversing share loss in China?ADVANTESTTOKYOEL
Bernstein·2026-06-12SectorChina Pharma and Biotech: China GLP-1: ADA updates reinforce a CNY85 Bn TAM1276.HK1801.HK
BofA Securities·2026-06-12StrategyChina Flow Lens - Monthly: Supportive liquidity conditions continued in May, though rising pressure ahead
Goldman Sachs·2026-06-12SectorCHINA AGRICULTURE: 1st round of domestic MAP DAP price hike; Maintain Buy on YTH600096.SH
UBS·2026-06-12SectorChina Consumer Appliances Sector: Weak May domestic retail sales; WM fridge ASP up MoM; record Europe Anker app downloads300866.SZ