J.P. Morgan·2026-06-19StrategyJapan Quant Strategy: MLCCs and supply bottleneck effect: Next candidates, momentum positions, and tailwind from long-term investors’ shift to Japan6976.T6981.T
Goldman Sachs·2026-06-19SectorJapan Technology: IT Services: Accenture results read-across: Orders soften amid geopolitical headwinds; AI business expands6702.T9613.T
J.P. Morgan·2026-06-18SectorChina Consumer: Cheap but unloved – stay selective while waiting for the earnings floorANTA9633.HK
J.P. Morgan·2026-06-18SectorSemiconductors: AI Drives Resurgence in Custom Chips (ASICs) -ASIC Market Overview UpdateAVGOMRVL
Bernstein·2026-06-18SectorGlobal Memory: Korea Memory Export Tracker (May): A record high month with early signs on HBM4 rampSKHYNIXSMSN
Bernstein·2026-06-18SectorChina and Japan Semiconductors: Global Semis: SOCAMM2-Innovative but niche, limited impact on memory interface chip TAM6723.T688008.SH
Goldman Sachs·2026-06-18MacroChina: Lujiazui Forum: Price-based monetary policy and rules-based capital account opening
Morgan Stanley·2026-06-18SectorInvestor Presentation: Electronic Components: Demand Expansion for High Value-Added AI Data Center Products, Valuation Discipline6762.T6981.T
Bernstein·2026-06-18SectorChina Pharma & Biotech: Policy headwinds and implications for valuation2269.HK603259.SH
Goldman Sachs·2026-06-18SectorCHINA HEALTHCARE: Takeaways from our 47th Global Healthcare Conference and investor feedback from US marketing
J.P. Morgan·2026-06-18StrategyJapan Equity Strategy: Ongoing stock rally driven by earnings: Raising price targets to 75,000 for Nikkei 225 and 4,400 for TOPIX
Nomura·2026-06-18SectorChina advanced manufacturing tour: Takeaways from Mech-Mind Robotics visit688322.SH