Morgan Stanley·2026-06-25SectorChina Autos & Shared Mobility: Demand floor in place, rebound catalysts arrive later
Bernstein·2026-06-25SectorEuropean Automobiles & Components: Global Trucks,North America strength backed by fundamentals not prebuy... meaning a very good 2027?CMIPCAR.USVOLV-B.ST
Goldman Sachs·2026-06-25SectorEurope Technology: Hardware: Read-across from Micron’s 3QFY26 results for European semicap and AI Infrastructure playersASM.ASASML.ASBESI.AS
Morgan Stanley·2026-06-25SectorGreater China Semiconductors: Old Memory: Better to buy more2344.TW2408.TW
Goldman Sachs·2026-06-25SectorMulti-Industry: 3rd Industrials trip to HVAC InstallerSHOW: Key takeawaysNIBE-B.ST
J.P. Morgan·2026-06-25SectorChina Beauty: Takeaways from expert call after 6.18 events: Local leaders hold ground, international players maintain momentum1318.HK
J.P. Morgan·2026-06-25StrategyKorea Equity Strategy: Non-discretionary flows a headwind, but fundamental upside and boost to national wealth still in play
Morgan Stanley·2026-06-25SectorIT Hardware Monthly Data Tracker: Softer App Store, PC and Consulting Demand vs. Stronger Cloud CapexAAPL
Bernstein·2026-06-25SectorGlobal Logistics: Supply Chain Pulse Check: High rates, unshaken demandMAERSK-B.CO
Goldman Sachs·2026-06-25SectorChina Mobility Tech: Going global: stronger growth & lower pricing risk, sell-through tells the real story; Buy BYD Leapmotor XPengBYD9863.HK9868.HK