HSBC·2026-09-23Sector
Research: Broker notes on sectors, macro, rates and strategy
- HSBC·2026-09-21Strategy
- HSBC·2026-09-17Sector002714.SZ300498.SZ000876.SZ002100.SZ002385.SZMuyuan Foods·Top pickWens Foodstuff·Top pick
- HSBC·2026-09-16Sector600519.SH000568.SZ000858.SZ002304.SZ600809.SH600887.SHChina retail sales growth: actualAug 2026
- HSBC·2026-09-16Strategy
- HSBC·2026-09-16Sector
- HSBC·2026-09-16Sector3696.HK2228.HKInsilico Medicine·Top pick
- HSBC·2026-09-15Sector
- HSBC·2026-09-15Sector
- HSBC·2026-09-10SectorABI.BBHSY.USKDP.USRKT.L
- HSBC·2026-09-10Sector1913.HKBRBY.LCFR.SWKER.PALVMH.PAMONC.MIRMS.PAUHR.SWRichemont·Top pickHard luxury·Overweight
- HSBC·2026-09-10Sector600346.SH601233.SH603225.SHTongkun·Top pick
- HSBC·2026-09-10Macro
- HSBC·2026-09-09MacroChina bank recapitalisation: announced2026
- HSBC·2026-09-08MacroTTF gas price: USD22.5/mBtu (from 16.7)2H26TTF gas price: USD17/mBtu (from 12)2027TTF gas price: USD10/mBtu (from 9)2028EU gas storage fill: 73% by 1 November (lowest since 2009)2026-11-01Global gas demand growth: c0.4% y/y
- HSBC·2026-09-08StrategyKorean memory·OverweightTaiwan semiconductors·OverweightChina domestic AI semis/hardware (semi equipment, power infrastructure)·OverweightUS semiconductors·OverweightUS software·Underweight
- HSBC·2026-09-08Thematic
- HSBC·2026-09-08MacroBrent: USD89/b (from 75)3Q26Brent: USD95/b (from 70)4Q26Brent: USD90/b average2026Brent: USD85/b2027Brent: USD75/b long-term2028+Oil market balance: 1.0mbd surplus2027
- HSBC·2026-09-08ThematicEuropean electricity grids·OverweightEuropean renewables incl. offshore wind·OverweightEuropean electricity demand growth: 1-3% per year (raised from 1-2%)2025-2035European load increase: c27% vs 20252035
- HSBC·2026-09-04Sector0688.HK0817.HK0960.HK1030.HK1109.HK1908.HK3900.HKChina property developers·Neutral