Broker Research: Sector, Macro and Strategy Notes

UBS·2026-10-12Sector

003010.SZ4911.TRuoyuchen·Top pick

UBS·2026-10-12Sector

MU NVDASMTC.US

UBS·2026-10-12Sector

LRCX TXN WDC

UBS·2026-10-12Sector

SMIC HHGRACE2303.TW2330.TW2454.TW6770.TW

UBS·2026-10-05Sector

AVGO AMD CRWV GOOGL STX WDC

UBS·2026-10-05Sector

CFR.SWMC.PARMS.PAZGN.USRichemont·Top pickHermes·Underweight

UBS·2026-10-05Sector

AMZN APP GOOGL META PINSTTD.USU.US

UBS·2026-10-05Sector

ASML.ASASM.ASIFX.DE

UBS·2026-10-04Sector

QBE.AXASX.AXCGF.AXCPU.AXIAG.AXPXA.AXSUN.AX

UBS·2026-10-03Sector

0014.HK0823.HK1997.HK

UBS·2026-10-02Macro

UBS·2026-10-02Sector

9983.T2685.T3563.T7453.T9843.T

UBS·2026-10-02Strategy

UBS·2026-10-02Sector

AALDAL.USUAL.US

UBS·2026-10-02Sector

AMX.USDESK3.SATIMS3.SAVIVT3.SA

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

China Medtech: Q326 medical equipment procurement recovered meaningfully on funding boost

China Cosmetics Sector: Navigating a K-shaped market

Asian Shipping Shipping: supply chain weekly: trade flows, freight and Hormuz updates (week 41)

US Semiconductors and Semi Equipment: SemiBytes: MU, NVDA, SMTC AD Preview

US Semiconductors and Semi Equipment SemiBytes: Earnings Previews (LRCX, TXN, WDC)

China Auto Sector: Export VAT rebate cut unlikely to reverse the megatrend

Asia Semis Pulse: TSMC's US expansion, MediaTek debates, Testing initation, September sales

US Semiconductors and Semi Equipment SemiBytes: AVGO, SEMICON Preview, STX WDC, CRWV Event, AMD

European Luxury Q3 Preview: Resetting the Bar

US Softlines Retail: What US Consumers Say About AI

US Biotechnology -SLIDES- State of Biotech: A Slower Q3, but Fundamentals Remain Intact

US Internet 3Q26 Online Advertising Expert Calls Compilation: Beat and Raise Despite Pockets of Weak Demand

European Technology Hardware Postcard from the US: Less Macro, More Micro. Less Beta, More Alpha

Australian Insurance & Div Fins Weekly Insights Insured Issue #64

Hong Kong Property: Luxury goods retail sales slowed in August

Daily Commodities Note Gold up on softer than expected US inflation

Japan Retail Sector September 2026 sales (announced 2 October) UNIQLO, Ryohin Keikaku, Sushiro, Nitori, and ST announced monthly sales

Japan Style Guide Factor leadership shifts again as dispersion moderates further

Airlines & Aerospace Plane spotting US capacity growth continues sequential deterioration in September

TMT Daily A New Convergent Telco With National Scale Nio's MVNO Official Launch; AMX Completes DESK Acquisition, Sets Stage for Delisting