Goldman Sachs·2026-06-14SectorSouth Korea Aerospace & Defense: Potential inflection point in beaten down sentiment012450.KS064350.KS
Goldman Sachs·2026-06-14SectorJapan Banks: Refocusing on new midterm plan ROE targets, potential P B upside8306.T8316.T
Nomura·2026-06-13SectorSemiconductor packaging industry update: Packaging substrate shipments up 20% y-y4062.T6967.T
Nomura·2026-06-13SectorGlobal satellites – accelerated launch plans and broadened applications3105.TWO3491.TWO
Goldman Sachs·2026-06-13StrategyCHINA WEEKLY KICKSTART: Markets lost 1%; Energy-led PPI inflation accelerated while core CPI inflation softened; Both trade and credit data beat expectations in May
J.P. Morgan·2026-06-13StrategyJapan Equity Strategy: AI stocks vs.non-AI stocks: Preparing for investment in non-AI names
Nomura·2026-06-13MacroAsia Insights China: Credit growth slowed in May and reached another historical low
BofA Securities·2026-06-13SectorGlobal Memory Tech Weekly theme-Vera memory cut, strong June, Samsung dividend, Kor conf previewSKHYNIXSMSN
Bernstein·2026-06-12SectorHumanoid Robotics: A scientist, an inventor, an engineer, and a gardener walk into a room ...9880.HK
Bernstein·2026-06-12SectorWeekend Healthcare Pulse: Global medical imaging-AI Innovation from the land of Silicon ValleyGEHC.USSHL.DE
Bernstein·2026-06-12SectorAirfreight & Surface Transportation Game of Rails: Supply constraints and higher oil prices swing modal advantage back to rail (revisiting the rail industry's TAM)CSX.USUNP
Nomura·2026-06-12StrategyJapanese equity quantitative strategy: ‘Bold’ analysts can drive the market! Introducing the forecast skew strategy
Morgan Stanley·2026-06-12SectorElectronic Components: Apr Capacitor Output (METI): Expect Continuing Expansion of Demand for Small, Largecapacity MLCCs6976.T6981.T