Morgan Stanley·2026-06-14SectorGreater China Technology Hardware: Building Blocks of Compute: Servers, AI Infrastructure, and Electronic Components2317.TW2382.TW
Morgan Stanley·2026-06-14SectorMonthly Databook: May-26 shipments -7% vs. MSe; 2Qe down 3%; introduce 3Qe at -1% q q2317.TW2382.TW
Goldman Sachs·2026-06-14StrategyAsia Portfolio Strategy_ Korea and Taiwan_ The Leverage Amplifier in a Fundamentally Strong Market_ Leveraged ETF Flows, Deal
Morgan Stanley·2026-06-14MacroInvestor Presentation - Asia Pacific: Stronger Trade, Weaker Domestic Demand
Goldman Sachs·2026-06-14StrategyASIA-PACIFIC WEEKLY KICKSTART MXAPJ closed flat despite a volatile week
Goldman Sachs·2026-06-14SectorChina aluminum sector - accelerating pace of supply additions; downgrade Chalco-H A to Sell Sell, maintain Hongqiao at Neutral1378.HK2600.HK
Morgan Stanley·2026-06-14SectorMonthly Databook: iPhone Build Strength to Carry into 3Q26 for New Premium Models Debut2317.TWAAPL
Goldman Sachs·2026-06-14SectorGreater China Semis: May: IC import export value +68.0% +110.9% YoY2330.TW
Goldman Sachs·2026-06-14StrategyTAIEX retreated 2% amid volatile geopolitical newsflow, with continued profit-taking in Tech and US$8.5bn of foreign selling, while domestic retail added risk via both cash equities and ETFs