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

  • Morgan Stanley·2026-09-14Sector

    2382.TW4938.TW2324.TW2353.TW3231.TW
  • Morgan Stanley·2026-09-13Thematic

    3110.T603256.SHKBLAM4061.T4182.T5706.T5801.T8358.TWOGLWNittobo·OverweightGrace Fabric Technology·OverweightCorning·Overweight
  • Morgan Stanley·2026-09-13Sector

    300308.SZ300502.SZ601869.SH
  • Morgan Stanley·2026-09-13Thematic

    TENCENTBABAKC.USChina Internet and Other Services·OverweightChina AI IT power capacity: MS forecast2030E
  • Morgan Stanley·2026-09-13Thematic

    FHYUNDAIABG.USBWA.USLAD.USSTLA.US
  • Morgan Stanley·2026-09-13Sector

    0522.HK601231.SH
  • Morgan Stanley·2026-09-13Sector

    2383.TW6274.TWOKBLAM603256.SH8358.TWOGlobal CCL market size: MS forecast2030
  • Morgan Stanley·2026-09-11Sector

    STMN.SAFX.DEDEMANT.CODIAS.MIFRE.DEPHG.ASQGEN.USTECN.SFresenius·Top pickCarl Zeiss Meditec·Avoid
  • Morgan Stanley·2026-09-11Sector

    LR.PAATCO-A.STENR.DEEPI-A.STKGX.DEKNEBV.HELIGHT.ASRXL.PAWRT1V.HELegrand·Top pick
  • Morgan Stanley·2026-09-11Macro

  • Morgan Stanley·2026-09-11Sector

    5991.T7282.T7988.T3116.T5108.T593A.T6674.T6902.T7259.T7313.TJapan Auto Parts·NeutralJapan Tires·Neutral
  • Morgan Stanley·2026-09-11Sector

    AIR.PABA.LRHM.DERR.LRolls-Royce·Top pickEuropean Aerospace & Defence·Overweight
  • Morgan Stanley·2026-09-11Sector

  • Morgan Stanley·2026-09-10Sector

    AFX.DEAMP.MICOLO-B.COCTEC.LDEMANT.COSN.LSOON.S
  • Morgan Stanley·2026-09-10Sector

    1208.HKGLEN.L
  • Morgan Stanley·2026-09-10Sector

    3008.TW3406.TW002273.SZ1688.HK2018.HK2382.HK2475.HK
  • Morgan Stanley·2026-09-10Sector

    2330.TW2454.TWAVGOAI semiconductors·Overweight
  • Morgan Stanley·2026-09-10Strategy

  • Morgan Stanley·2026-09-10Sector

    011070.KS2317.TW2330.TW
  • Morgan Stanley·2026-09-10Strategy

    CSI 300: target lowered12MMSCI China: target lowered12MHSCEI: target lowered12M