Broker Research: Sector, Macro and Strategy Notes

UBS·2026-10-02Sector

ENX.PADB1.DELSEG.L

UBS·2026-10-02Strategy

UBS·2026-10-02Sector

1928.T3283.T8802.T8830.T8967.T

UBS·2026-10-02Sector

7203.T7201.T7267.T7270.T

UBS·2026-10-02Sector

YOFC600487.SH601869.SH

UBS·2026-10-02Macro

UBS·2026-10-01Thematic

UBS·2026-10-01Sector

AMX.USLWSA3.SAVTEX.US

UBS·2026-10-01Sector

COFFITB.USJPM

UBS·2026-10-01Strategy

Value·Neutral

UBS·2026-10-01Strategy

Mexico local debt·OverweightSouth Africa local debt·OverweightHungary local debt·Overweight

UBS·2026-10-01Thematic

BHEL.NSCNA.L

UBS·2026-10-01Sector

CAH.USMCK.USCVS

UBS·2026-10-01Sector

DEWA.AEPARKIN.AESALIK.AE

UBS·2026-10-01Macro

UBS·2026-10-01Thematic

CRWV ORCL

UBS·2026-10-01Sector

000270.KSHYUNDAI

UBS·2026-10-01Other

UBS·2026-10-01Sector

HUBB NVT TT

UBS·2026-10-01Thematic

MA PYPL V

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

European Exchanges Monthly Monitor Sept 26 Fixed Income volumes increase sharply; cash equity volume growth remains strong

Asia Style Guide Momentum extends its lead for a second month

Japan Real Estate Securities: Cyclical vs Structural

Japan Autos, Auto Parts and Auto tech Sector September US sales Daily sales volume flat yoy

China Optical Fibre Industry Monthly optical fibre price tracker: China prices remain elevated while overseas prices catch up

US Economics Weekly On track for on hold in October

Global Sustainability: 11 Investor FAQs from our Physical Risk Deep Dive

TMT Daily AMX September Buybacks set a new two year high; TikTok Shop's Discovery Commerce Strategy Attracts Large Brands

U.S. Large Cap Banks & Consumer Finance The 10 year remains undefeated

Global Style Guide: Tech rose as global equities fell

Global Strategy: DM rates rout: Where are the weak links in EM?

Global Sustainability Nuclear value chain update and corp access takeaways

U.S. Healthcare IT CVS Retail and Mail Distribution Contracts Renewed, Removing CAH MCK Overhang

MENA Industrials Dubai congestion; Q3 exit rate = exceptional

US Economic Perspectives: Fed officials signal patience

AI Research: AI Infra Trends and the Impact on CoreWeave, Oracle and the Hyperscalers

Korea Autos September sales worse at Hyundai, better than expected at Kia

UBS Event Calendar Upcoming Stock and Macro Events

US Electrical Equipment & Multi-Industry: EE MI Morning Note -Expect ISM to hold steady; Trane 800 volt chiller; Power to meet compute demand

Innovation in Payments & FinTech: Ramp – OnRamp 2026 Takeaways