Goldman Sachs·2026-07-06SectorMetals & Mining: Gold: GMD lodges VAU offer, targeting -A$2bn synergies; RRL considering positionGMD.AXVAU.AX
UBS·2026-07-06SectorChina Aluminum Sector: Excessive pessimism creates opportunities to accumulate1378.HK
Goldman Sachs·2026-07-06SectorJAPAN CHEMICALS-SPECIALTY Earnings revisions for 4 semiconductor & electronic materials companies; upgrade Nittobo to Buy, reiterate Buy on SUMCO, Shin-Etsu Chemical, and JX Advanced Metals3110.T3436.T4063.T5016.T
Goldman Sachs·2026-07-06SectorAmericas Banks: 2Q26 Preview: A strong operating leverage backdrop, with valuation looking fair
Goldman Sachs·2026-07-06SectorGlobal Healthcare: Pharmaceuticals: The Obesity Evolution: Medicare Volume Unlock — KOL Survey to Anticipate Early ImpactLLYNVO
J.P. Morgan·2026-07-06SectorRobotaxi Industry: Key Highlights and Takeaways from Recent Videos, Podcasts and News DevelopmentsTSLA
Goldman Sachs·2026-07-06SectorChina Software: May revenue growth slowed to 8.5% YoY; Agentic AI and customized industry AI to drive client spending600570.SH
Goldman Sachs·2026-07-06SectorAmericas Technology: Analyzing the Impact of AI on Industry Profit Pools-Part III (Staffing Case Study)
J.P. Morgan·2026-07-06SectorAsia Power Equipment: Addressing investors’ concerns on pricing, policies, over-capacity and delay in transmission build-out
Bernstein·2026-07-06SectorElectric Revolution: Resilience - Software and IT Services: Strategic enablers of automotive supply chain transformationATE.PADSY.PA
J.P. Morgan·2026-07-06SectorKorea Power Equipment 2Q26 Results Preview: LS may beat on 2Q new orders, Hyosung may miss on earnings on ME impact010120.KS298040.KS
Goldman Sachs·2026-07-06SectorJapan Consumer Products: Singapore investor visit feedback: Focus on Middle East impact, consumption tax cut, and inflation resilience2914.T
Deutsche Bank·2026-07-06SectorChina Autos & Auto Technology: Chinese Automakers Monthly European Market Volume Monitor: May 2026
Goldman Sachs·2026-07-06SectorChina Spirits Tracker: AGM themes on organizational efficiency and product differentiation; Original case Feitian Wholesale price still600519.SH
Bernstein·2026-07-06SectorU.S. Machinery: Machinery Lead Indicators: June data points in 40 exhibitsAGCO.US
J.P. Morgan·2026-07-06MacroChina Metals Activity Tracker 3 weeks of copper & aluminium inventory declines signal strengthening China metals consumption