Goldman Sachs·2026-10-15SectorCHINA INDUSTRIAL TECH: 2026 CIIF trip takeaways: Likely modest 4Q restocking with resilient 2027 demand support002747.SZ300124.SZ688188.SH
Goldman Sachs·2026-10-15SectorJapan SPE: TSMC results read-across: Demand strengthening further, continues to significantly exceed supply6146.T6361.TLASERTECTOKYOEL
Goldman Sachs·2026-10-15SectorJapan Chemicals: Specialty: TSMC read-across: AI megatrend backed by advanced node capacity boosts, positive for advanced material firms3436.T4063.T4186.T5016.T
Goldman Sachs·2026-10-15SectorAsia Technology BT substrates industry update: Structural changes in S D conditions; raise ZDT Kinsus NYPCB Unimicron TPs to NT$1,025 1,515 2,700 1,2703037.TW3189.TW4958.TW8046.TW
Goldman Sachs·2026-10-15SectorEnergy, Utilities & Mining Pulse: Investors Asking: Responding to Investor Pushback on Ten Stock Ideas Across Energy for Q4AR.USCOPDINO.USDUK.USGLNG.USOXYPRTRP.US
Goldman Sachs·2026-10-15CreditGLOBAL CREDIT TRADER: AI, Credit, and a Higher Cost of CapitalUSD IG Technology·UnderweightUSD High Yield·NeutralGlobal project finance issuance for AI capex: $300bn in 20272027
Goldman Sachs·2026-10-15SectorJapan Chemicals: Specialty: ASML 3Q read-across: EUV for DRAM accelerating, positive for advanced materials, including resists3436.T4063.T4186.TASML
Goldman Sachs·2026-10-14SectorJapan SPE: ASML results read-across: Mention of further capacity expansion amid strong demand;no negative read-through for SPE6146.T6361.TLASERTECTOKYOELASML
Goldman Sachs·2026-10-14MacroChina: Stronger-than-expected credit extension in September mainly from higher government bond issuanceChina new RMB loans: RMB1,080bn in September2026-09China outstanding RMB loan growth: 4.8% YoY in September2026-09China TSF stock growth: 7.1% YoY in September2026-09
Goldman Sachs·2026-10-14SectorChina Consumer Staples: Sep check-in 3Q26 preview: Muted 3Q trend0291.HK0322.HK1579.HK2460.HK
Goldman Sachs·2026-10-14SectorChina Machinery 3Q26 Preview: Domestic growth moderates, exports hold firm; profitability remains nuanced0038.HK2338.HK300832.SZ3339.HK3808.HK600031.SH601100.SH
Goldman Sachs·2026-10-14SectorCHINA CONSUMER STAPLES China Infant Formula Tracker: Nielsen offline market decline sequentially narrowed (Jul-Aug ‘26); Online sales decline widened in Sep2319.HK600887.SH6186.HKATM.NZ
Goldman Sachs·2026-10-14SectorAmericas Technology: Internet,US Digital Ad Q3’26 Preview: Analyzing the Industry Debates & Framing the Operating EnvironmentGOOGLMETA
Goldman Sachs·2026-10-14MacroChina: Q3 GDP and Sep activity data preview: Expecting industrial production growth to accelerate and retail sales to stay subduedChina real GDP growth: 4.4% yoy in Q32026-Q3China retail sales growth: +0.3% yoy in September2026-09
Goldman Sachs·2026-10-14SectorChina Consumer Durables White goods 3Q26 Preview: Weak domestic growth against easier base a negative surprise, focus on overseas potential; Buy Midea000333.SZ000651.SZ600690.SH
Goldman Sachs·2026-10-14MacroChina: PPI inflation reached a new high in September, driven mainly by higher energy prices; raising our PPI inflation forecasts while cutting ourChina PPI inflation: 2.8% in 20262026China PPI inflation: 0.3% in 20272027China CPI inflation: 0.8% in 20262026China CPI inflation: 0.6% in 20272027
Goldman Sachs·2026-10-14SectorGLOBAL: BATTERIES ESS helps, but we are not yet calling a cyclical bottom in batteries003670.KS051910.KS247540.KQ300750.SZ373220.KSLG Chem·Top pickLG Energy Solution·Top pick
Goldman Sachs·2026-10-14SectorChina Spirits 3Q Preview: Prioritizing Channel Health as Bifurcation Widens;Reiterate Buy Moutai600519.SH000596.SZ603369.SH
Goldman Sachs·2026-10-14SectorGC Tech: Karrie (1050.HK): Factory & CEO visits: AI server chassis for GPU and ASIC AI servers; Global capacity expansion ongoing1050.HK
Goldman Sachs·2026-10-14SectorChina Travel & Leisure Expert call takeaways: Resilient travel demand during Golden Week. Stable OTA take rate.Ongoing concern over slower hotel adds ahead.ATAT.USHTHT.US