Goldman Sachs·2026-07-14SectorChina Property Weekly Wrap: Week 28 Wrap-Sequential volume weakening with leading indicators trended lower0688.HK
Goldman Sachs·2026-07-14SectorThe Cardiology Renaissance: Lp (a): Mid-year data to read through to a new cardiovascular drug class
Goldman Sachs·2026-07-14MacroJapan: CPI Base-Year Revision: Jan-Jun 2026 Inflation Rate to be Revised Up, Likely to Exert Downward Pressure on Future Inflation Rates
Goldman Sachs·2026-07-13SectorJapan Technology: Semiconductors: Investor visit feedback: Expectations for front-end firms seem high, including for price hikes6146.TLASERTEC
Goldman Sachs·2026-07-13SectorJapan Transportation Shipbuilding Travel: Investor visit feedback: Organizing main points of debate and future catalysts for each sector
Goldman Sachs·2026-07-13SectorAmericas Technology: Semiconductors: EDA: Poised to begin capturing Agentic AI value with potential revenue acceleration—Buy CDNS, SNPSCDNS.USSNPS.US
Goldman Sachs·2026-07-13SectorCHINA EDUCATION JUN-26 TRACKER: MOE student demographics updates; Learning tablet ASP hike a bright spot against pressured volume and seasonally softer tutoring app user engagement
Goldman Sachs·2026-07-13SectorThailand Vietnam Tech Tour: Top Six takeaways from factory visits across PCB, Networking, and AI server supply chain002463.SZ300476.SZ
Goldman Sachs·2026-07-13SectorCHINA PROPERTY: BUILDING MATERIALS: Stabilizing TAM and strategic pivots to seize renovation demand key to support growth valuation recovery;Buy Yuhong and Skshu000786.SZ002271.SZ603737.SH
Goldman Sachs·2026-07-13SectorCHINA AND JAPAN MACHINERY EXPORT TRACKER May 2026 update: DMs moderated while EMs remained solid,except for Middle East
Goldman Sachs·2026-07-13SectorRaising TPs of SG Micro and Ruijie on growing AI data center; Ruijie to Neutral on fair valuation300661.SZ301165.SZ
Goldman Sachs·2026-07-13SectorChina Pet Food Monthly: Jun 2026: sales moderated in 2Q26 with more divergent landscape; China Pet Food led
Goldman Sachs·2026-07-13SectorCHINA CONSUMER: Pulse Check: 2Q26 Post corp day wrap-up: Weakening demand with risks in pricing3288.HK9987.HK
Goldman Sachs·2026-07-13MacroASIA ECONOMICS ANALYST: Transmission of AI Super Surplus in Korea-Mostly Through FX and Fiscal Policy
Goldman Sachs·2026-07-13SectorChina Grid Tech: 2Q26 preview: Sieyuan pre-announced 2Q26 miss on delayed revenue and FX loss, reiterate Buy; lower EPS for Huaming002028.SZ002270.SZ
Goldman Sachs·2026-07-13SectorJAPAN BANKS: Raising earnings forecasts and target prices on the 3 megabanks to reflect capital markets activity and growing loan demand8306.T8316.T8411.T
Goldman Sachs·2026-07-13SectorHow heat, humidity andwater use minimization could drive data center cooling, power demand and stocks
Goldman Sachs·2026-07-13SectorAMERICAS UTILITIES Power SD Update: Introducing Regional US Data Center Demand Views, and Raising CAGR to 3.5%