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
Morgan Stanley·2026-06-14MacroInvestor Presentation - Asia Pacific: Stronger Trade, Weaker Domestic Demand
Morgan Stanley·2026-06-14SectorMonthly Databook: iPhone Build Strength to Carry into 3Q26 for New Premium Models Debut2317.TWAAPL
Morgan Stanley·2026-06-12SectorElectronic Components: Apr Capacitor Output (METI): Expect Continuing Expansion of Demand for Small, Largecapacity MLCCs6976.T6981.T
Morgan Stanley·2026-06-12SectorOur thoughts on potential government data centre investmentGDS.USVNET.US
Morgan Stanley·2026-06-11SectorCan Innovation Ease Alzheimer's Growing Burden? Leaning in on Brain ShuttlesBIIBLLY
Morgan Stanley·2026-06-11SectorChemicals: China PE Net Imports Likely Critical for US Contract PricesDOW.USLYB.US
Morgan Stanley·2026-06-11SectorOptics Drives the Board: PCB Beneficiaries of the AI Interconnect Build-out002916.SZ3037.TW
Morgan Stanley·2026-06-11SectorHong Kong Property: Expect Call with C&W; Robust Data but Uncertain Sentiment0016.HK
Morgan Stanley·2026-06-11SectorEBAY and ETSY in the Agentic Era: Underappreciated Advantages?EBAYETSY.US
Morgan Stanley·2026-06-11SectorChina Industrials: CAAM: HDT Sales Up 23% y-y in May 20262338.HK3808.HK