Broker Research: Sector, Macro and Strategy Notes

HSBC·2026-09-03Sector

SKHYNIX SMSN039030.KQKorea semicap·OverweightEO Technics·Overweight

HSBC·2026-09-02Strategy

US equities·OverweightSemiconductors·Overweight

HSBC·2026-09-02Macro

Global GDP growth: HSBC forecast2026Global GDP growth: HSBC forecast2027

HSBC·2026-08-31Thematic

300136.SZ600498.SHChina satellite supply chain·OverweightSunway Communication·OverweightFiberHome·Overweight

HSBC·2026-08-29Sector

0688.HK1109.HKChina SOE developers·OverweightChina property developers·Underweight

HSBC·2026-08-26Sector

SKHYNIX SMSNSK Hynix·Top pick

HSBC·2026-08-26Macro

China·Neutral

HSBC·2026-08-25Sector

000902.SZ002895.SZ600096.SHYuntianhua·Top pickChina phosphate chemicals·Overweight

HSBC·2026-08-24Thematic

1109.HK1908.HKANTA2097.HK2331.HK6862.HKChina consumer brands·OverweightChina residential developers·Overweight

HSBC·2026-08-21Thematic

Solar·Neutral

HSBC·2026-08-21Macro

Brent oil price: upAug-2026

HSBC·2026-08-20Sector

BMW.DEMBG.DERNO.PASTLAM.MITSLAVOW3.DEEuropean EVs·Overweight

HSBC·2026-08-20Sector

036570.KSTENCENT259960.KSMSFT NTES TTWOGlobal video games·Overweight

HSBC·2026-08-20Thematic

Hong Kong·Overweight

HSBC·2026-08-19Macro

China·Neutral

HSBC·2026-08-19Sector

China autos·Neutral

HSBC·2026-08-18Sector

002831.SZ689009.SHChina consumer·Neutral

HSBC·2026-08-18Sector

Container shipping·Overweight

HSBC·2026-08-18Thematic

SPCXSpace economy·Overweight

HSBC·2026-08-17Sector

China property·Neutral

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

Korea Technology: From backlog to earnings: Korean SPE and materials enter a multi-year upcycle

On Warsh and AI

Global Economics Crosscurrents

China Satellite Supply Chain: A primer on the space race

China Real Estate: Completed-home sales reform: A speed bump to our inflection point thesis

Asia Memory: Cash dividend not good? Improvement in total shareholder return is on track in Korea memory

China Macro Tracker: No bazooka: fine-tune and add-ons

China Chemical: Phosphate: Delayed phosphate rock project ramp-ups may extend the upcycle

China Consumer: Unlocking housing savings: a new route to consumption

Paying for protection : Solar costs and the speed of transition

Commodity Economic Comment: Diesel and refined product prices rise again

Global Autos: EV demand – push vs pull

Global video games: Gamer’s digest: AI vs Video games

HK Northern Metropolis: A masterplan in action: Turning a vision into reality

China Macro Tracker: Domestic weakness calls for more support

China EV Tracker: Recovery still awaits the peak season

China Consumer Tracker: Overall consumption growth momentum remains weak; seeking alpha opportunities

Asia Container Shipping: Disruptions the new normal in container shipping

Global Sector Analyst: The space economy’s first journey will be to Earth

China Real Estate: Mid-month check: slowed, but not derailed