Morgan Stanley·2026-06-23SectorChina Consumer : Risk Reward Update: HPC and Beauty002511.SZ1044.HK600315.SH
Morgan Stanley·2026-06-23SectorGreater China Semiconductors Build for Future AI Infrastructure – CPU, GPU, ASIC, Optical, and China Chips2330.TW2337.TW2454.TW
Bernstein·2026-06-23SectorGlobal Semiconductor Capital Equipment: China WFE Import Tracker (May 2026): YTD YoY -12%, weakness continues but expect 2H to recoverAMATASML.AS
Nomura·2026-06-23MacroWarsh’s views and Fed monetary policy; US-Iran relations following signing of memorandum
Citi·2026-06-23SectorChina Healthcare: China Healthcare Tour Takeaways; Compelling Valuation Marks Good Entry Point2269.HK600276.SH603259.SH
BofA Securities·2026-06-23SectorUS Semiconductors State of the Union-raising estimates as AI extends visibility into 2028AMDMUNVDA
Bernstein·2026-06-23SectorKorea E-commerce: Seeing is believing 2026... Online grocery shopping reality checkCPNG
Goldman Sachs·2026-06-23Sector618 wrap: Boosted GMV with divergent ROI on discounts and subsidies; cosmetics outperformed
Morgan Stanley·2026-06-23SectorChina Healthcare: Takeaways from Inaugural Morgan Stanley China Biopharma Symposium
Bernstein·2026-06-23SectorAPAC Food & Beverages: China Beer May update: Heineken rapidly accelerating while Bud still languishes0291.HK1876.HK
UBS·2026-06-23SectorChina Industrials Shipping supply chain weekly: trade flows, freight and Hormuz updates (week 25)
Morgan Stanley·2026-06-23SectorTechnology - European Semiconductors: AI GPU ASIC Tracker, China LLMs, Advanced Packaging and MLCC - The Next AI Bottleneck2327.TW
Deutsche Bank·2026-06-23SectorChina NEV Weekly New Orders Monitor: China NEV demand leading indicator (weekly new orders) - June 3rd weekBYD
Goldman Sachs·2026-06-23SectorGlobal Automobiles: Clear sign of re-electrification; updating the GS Electric Vehicle Sentiment MapBYDTSLA