Morgan Stanley·2026-06-30SectorGreater China Technology Semiconductors: Testing Consumables: Potential Price Hike Coming; Reiterate OW on MPI and WinWay6223.TWO6515.TW
Goldman Sachs·2026-06-30SectorCHINA AGRICULTURE: Hog cycle-deteriorated cash runway suggests accelerating supply response and price inflection ahead; Maintain Buy on Muyuan H A002714.SZ
Bernstein·2026-06-30SectorEuropean Technology Software IT services sector: Does the Persistent Systems Nagarro deal reflect a new logic?
Nomura·2026-06-30MacroAsia Chart Alert: China: The decline in developers’ contract sales value widened again in June
Goldman Sachs·2026-06-30SectorCHINA PROPERTY WEEKLY WRAP: Week 26 Wrap-Transactions rebounded above pre-festival levels, concluding 1H26 with-14% flattish yoy in primary secondary
Bernstein·2026-06-30SectorEuropean Technology Software - Global Oil Services AI in Oil & Gas: Adoption rising, expectations running ahead
J.P. Morgan·2026-06-29StrategyEquity Strategy Look for further upside in Europe in 2H - updating our targets and positioning
Deutsche Bank·2026-06-29StrategyAsia Thematic Strategy Notes ASEAN: The Next Frontier for Data Center Investment
J.P. Morgan·2026-06-29SectorChina ESS Integrators: Share prices jump on EU's ESS push given its role in stabilizing energy prices300274.SZ605117.SH
J.P. Morgan·2026-06-29StrategyGlobal Macro Outlook and Strategy: Global Rates, Commodities, Currencies and Emerging Markets
Morgan Stanley·2026-06-29SectorChina – EVs: weekly orders – drifting on fading sentiment before summer lull
Bernstein·2026-06-29SectorU.S. Machinery: Construction & Rental Equipment: May Dodge Construction Starts and the latest mega project starts
Nomura·2026-06-29SectorCity Gas Distribution: Delhi EV Policy – CNG faces terminal value riskIGL.NSMGL.NS
Morgan Stanley·2026-06-29SectorASEAN Telecoms & Data Centers: Beneficiaries of the New Computing Paradigm
Goldman Sachs·2026-06-29SectorAerospace, Defense, Metals & Mining: Feedback from Singapore and Hong Kong Marketing