Goldman Sachs·2026-10-08SectorChina Cosmetics: Double 11 pulse check: Expert call takeaways: Shorter promotion period; KOLs, short videos and AI reshape competition1318.HK2367.HK
Morgan Stanley·2026-10-08StrategyChina Equity Strategy: China HK Flows and Positioning Monthly Tracker – September 2026
Morgan Stanley·2026-10-08SectorChina Consumer: Raw Materials Price Chartbook - Asia Pacific,Raw Material Price Movements (Sept-26) and Stock Implications2319.HK600887.SH002714.SZ605499.SH
BofA Securities·2026-10-08SectorInternet - China: China AI Handbook #3: AI assistant launch wave, China read-through favors TencentTENCENT
Bernstein·2026-10-08SectorEuropean Utilities & Clean Energy The Long View: What is the future of gas distribution networks in Europe?ENGI.PAIG.MING.LSRG.MI
Morgan Stanley·2026-10-08SectorGreater China Technology Semiconductors Time to revisit CPO and its testing packaging supply chain2330.TW2449.TW3105.TWO3363.TWO3711.TW6223.TWO7769.TW
Bernstein·2026-10-08SectorUS Telecom: Competitive Intensity Update (3Q26) - Aggression Beneath the SurfaceCHTR.USCMCSATMUSTVZ
Bernstein·2026-10-07SectorGlobal Hotels & Leisure Global Lodging: 10 things I learned at the Skift AI & Data summitABNBBKNGEXPE.USHLT.USH.USIHG.LMARTRIP.US
Morgan Stanley·2026-10-07StrategyAsia EM Equity Strategy 2026 October Update – Retain Capex vs. Consumer PreferenceJapan·OverweightKorea·OverweightTaiwan IT·OverweightChina/HK·NeutralIndia·UnderweightAustralia·UnderweightAsia autos·UnderweightAsia consumer & e-commerce·Underweight
Goldman Sachs·2026-10-07SectorAUSTRALIA METALS & MINING: Remain positive copper, revisiting base metal vs. diversified valuations and Global Mining M&A landscape; preview Sep QBHP.AXBSL.AXCIA.AXFMG.AXILU.AXLYC.AXNHC.AXRIO.AXS32.AXCopper·OverweightCopper price: GS forecast raised2027
Goldman Sachs·2026-10-07SectorAMERICAS ENERGY SERVICES: Updating Large Caps: Highlight BKR, FTI as Stocks with Most Positive 2027 Consensus Revisions Amid Macro UncertaintyBKR.USFTI.USHALSLB
Goldman Sachs·2026-10-07SectorGLOBAL SHIPBUILDING: 2027 outlook: should capacity expansion be a concern now?603268.SHYAZG.SI7014.TWRT1V.HE
Bernstein·2026-10-07SectorU.S. IT Hardware HDDs (STX, WDC): TDK's crown jewels up for grabs?STXWDC6762.T
Goldman Sachs·2026-10-07SectorAmericas Technology: IT Services,3Q Earnings Preview: Expect macro pressures to result in unchanged guidance; sentiment remains weak, but off the lowsACNCTSH.USEPAM.USGLOB.USIBM
Morgan Stanley·2026-10-07ThematicInternet and Software Why Amazon Bedrock and Microsoft Foundry Should Become Household NamesAMZNGOOGLMSFT
Bernstein·2026-10-07SectorUS Networking & Communications Equipment AI Value Chain: What do we need to believe to believe the AI build is healthy?ANETCIENCLSCOHRCSCOGLWLITEUS networking & communications equipment·Overweight
Goldman Sachs·2026-10-07SectorAmericas Clean Technology: Solar: 3Q26 Preview: Near-term bar appears low given macro concerns;risk-reward favorable for potential upside to expectations in utility-scale – Buy NXT,SHLS,FSLRFSLRNXTSHLS.USRUN.US