Morgan Stanley·2026-06-17MacroLujiazui Takeaways: Better Rate Transmission, Gradual Capital Account Opening
Goldman Sachs·2026-06-17SectorJapan Banks: Implications of BOJ MPM and bank deposit rate hike; continued upside for bank shares8306.T8316.T
Bernstein·2026-06-17SectorGlobal Semiconductors Global Semis: The CPU Renaissance? Beneficiaries of a $223bn TAM...AMDARMINTC
J.P. Morgan·2026-06-17SectorAsia Energy : Middle East escalation tracker: China PE utilizations recover in June, but apparent oil product demand continues to worsen0386.HK
Bernstein·2026-06-16SectorChinese Autos: Another soft month — Domestic sales -20% YoY, EV penetration holds at 61%; XPEV and LI model updatesLIXPEV.US
Goldman Sachs·2026-06-16SectorCHINA TRANSPORTATION: Assessing a Hormuz reopening scenario; Prefer Tankers, Airlines and Shipbuilders0753.HK1138.HK
J.P. Morgan·2026-06-16StrategyAI Capex 2.0: If You Build It, They Will Finance It -Updated Growth & Capital Markets Forecasts
Bernstein·2026-06-16SectorUS Communications Infrastructure Data Center Interconnection: A literal network effectDLR.USEQIX
UBS·2026-06-16SectorASEAN Internet: Food delivery and e-commerce receipts continue to show healthy growth in May'26GRABSE.US
Morgan Stanley·2026-06-16SectorReflections from Morgan Stanley’s Inaugural National Security Innovation SummitLMT
Morgan Stanley·2026-06-16SectorChina Hong Kong Consumer: China Retail Sales – May 2026: Weakness Remains