Bernstein·2026-06-25SectorEuropean Utilities & Clean Energy: Regulated Networks Primer series: Part 2: A deep-dive into valuationIBE.MCNG.L
Goldman Sachs·2026-06-24SectorGlobal Metals & Mining: Met Coal Singapore Conference: China mine disruption impact 15-20Mt, prices could test US$280 t in 2H
Goldman Sachs·2026-06-24MacroJapan: BOJ Summary of Opinions from June MPM: Two Members Call for an Acceleration in the Pace of Rate Hikes
Citi·2026-06-24SectorChina Communications Infrastructure AI Optics in Structural Upcycle300394.SZ300570.SZ
Morgan Stanley·2026-06-24SectorChina Brokers: Tightening Cross-border TRS Looks Like A Risk-management Measure
J.P. Morgan·2026-06-24StrategyRetail Radar Jun 24 - Retail Remembers the Dip, Memory (MU) Serves RightMU
Nomura·2026-06-24SectorGlobal Memory: Slightly diversified earnings in 2Q26; likely better pricing in 3QSKHYNIXSMSN
Goldman Sachs·2026-06-24StrategyAsia Index Strategy: MSCI Maintains Korea and Indonesia’s EM Status; Korea Reform Path Intact, Indonesia Downgrade Risk Deferred
J.P. Morgan·2026-06-24SectorMemory Market Update-In-between volatility and fundamentals What to focus on heading into CY2Q26 earnings result seasonSKHYNIXSMSN
Goldman Sachs·2026-06-24SectorGREATER CHINA TECHNOLOGY: AI capex upcycle to drive ODM growth ahead; FII TP up to Rmb107.2; Inspur down to Sell on stretched valuation000977.SZ601138.SH