tickers.watch

Research: Broker notes on sectors, macro, rates and strategy

AllSectorThematicMacroStrategyRatesCreditOther
All brokersGoldman SachsMorgan StanleyJ.P. MorganBernsteinNomuraUBSBofA SecuritiesDeutsche BankHSBCBarclaysCitiJefferiesABG Sundal CollierPeking University NERCWedbush Securities
  • J.P. Morgan·2026-08-11Sector

    7011.TENR.DEGEVGas turbines·Overweight
  • Nomura·2026-08-11Sector

    002821.SZ1093.HKSBP300759.SZ603259.SH6160.HK6699.HKChina healthcare·Overweight
  • Citi·2026-08-11Sector

    1913.HKKER.PAMC.PARMS.PAUHR.SWLuxury goods·Neutral
  • Nomura·2026-08-11Macro

    JPY·Overweight
  • Bernstein·2026-08-11Sector

    AFRM.USCOFCard networks·Overweight
  • Goldman Sachs·2026-08-11Sector

    China property·Overweight
  • Bernstein·2026-08-11Thematic

    Battery metals·Neutral
  • Goldman Sachs·2026-08-11Sector

    China solar·Neutral
  • J.P. Morgan·2026-08-11Sector

    000333.SZ6690.HKChina home appliances·Neutral
  • Goldman Sachs·2026-08-11Sector

    China airlines·Overweight
  • Goldman Sachs·2026-08-11Sector

    Independent investment banks·Neutral
  • Bernstein·2026-08-11Sector

    002371.SZADVANTEST688012.SH688072.SHLASERTECKLACSemicap·Overweight
  • Goldman Sachs·2026-08-11Sector

    1318.HK2367.HK600315.SHChina cosmetics·Overweight
  • Barclays·2026-08-11Strategy

    IWMLR.PAPRU.LTEF.MCUS small caps·UnderweightEuropean banks·Overweight
  • BofA Securities·2026-08-11Sector

    2590.HK688322.SHChina humanoid robotics·Overweight
  • Nomura·2026-08-11Macro

    US equities·Overweight
  • J.P. Morgan·2026-08-11Macro

    Global rates·Underweight
  • Deutsche Bank·2026-08-11Strategy

    Global rates·Underweight
  • Goldman Sachs·2026-08-11Macro

    EM·Neutral
  • J.P. Morgan·2026-08-11Credit

    EM credit·Neutral
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