Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-16Sector

GOOGLLYFT.USTSLA UBER

Bernstein·2026-10-16Sector

002821.SZ2269.HK603259.SHWuXi AppTec·Top pick

Bernstein·2026-10-16Sector

LYV.USSPOTWMG.US

Bernstein·2026-10-16Sector

002371.SZ688012.SH688072.SH

Bernstein·2026-10-16Sector

ABX.TONEMRIO.L

Bernstein·2026-10-16Sector

EQTEXE.USHenry Hub gas price: USD 5/mcf in 20272027

Bernstein·2026-10-16Thematic

GSK.L

Bernstein·2026-10-16Sector

0168.HK0291.HK1876.HK600600.SH

Bernstein·2026-10-15Sector

APH COHR GLW LITE TEL

Bernstein·2026-10-15Sector

XIAOMI2454.TWAAPL QCOMMediaTek·Top pick

Bernstein·2026-10-15Sector

MA V

Bernstein·2026-10-15Sector

2308.TWCARR JCI NVT TT VRT

Bernstein·2026-10-15Sector

ADANIGREEN.NSADANIPOWER.NSJSWENERGY.NSNTPC.NSTATAPOWER.NS

Bernstein·2026-10-15Sector

ADVANTEST7735.TTOKYOELASML.AS

Bernstein·2026-10-14Sector

300750.SZCATL·Top pick

Bernstein·2026-10-14Sector

CATPH.USVRT

Bernstein·2026-10-14Sector

ANET CIEN CLS COHR CSCO GLW LITE

Bernstein·2026-10-14Sector

0386.HK0857.HK0883.HKSTO.AXGlobal oil demand growth (IEA): 2.0MMbbl/d in 2027 to 104.4MMbbl/d2027Global oil supply (IEA): 100.7MMbbl/d in 20262026

Bernstein·2026-10-13Strategy

SKHYNIX SMSN TENCENT2330.TW2454.TWMEITUAN9618.HK9988.HKMUAsia quality and value tech·Overweight

Bernstein·2026-10-13Thematic

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

US Emerging Internet: UBER and LYFT: Takeaways from a former Waymo executive

China CDMOs: Opportunities after recent correction

Weekend Media Blast: The AI trade is taking a beat, but AI music certainly isn't

China Semicap Local WFE Vendors Gear Up for Hybrid Bonding

Global Metals & Mining: 4Q26 Commodity & Equity Update-Mining runs on diesel and debt...what happens next?

Americas Energy & Transition: Americas Gas Tracker: YTD and Y-o-Y metrics not as bad as you think

Weekend Healthcare Pulse: How can you cut Alzheimer's risk if you're not a London cab driver?

China Beer September data points to a weak Q3 despite the Mid Autum timing boost

U.S. Multi Industry & Electrical Equipment AI Data Center Interconnects: Copper Inside, Optical Outside, CPO in Between (webinar recap)

Global Semiconductors & Hardware: China Smartphone Tracker (August): Further deceleration

Payments, Processors & IT Services Visa, Mastercard: The easy rebound is done, what drives the next leg of re-rating?

U.S. Multi Industry & Electrical Equipment Data Center Equipment: Sizing the US Cooling TAM

India Industrials and Infrastructure India Power: Merchant Kings

Japan and EU Semiconductors Japan EU Semi Taiwan Import Tracker (Sep 26): SPE import +37% YoY

Global Energy Storage: No sign of an ESS slowdown

US Industrials Activity Tracker (Sep): DC & DC-adjacent sectors still contribute lion's share of mfg. growth, but down from August

US Networking & Communications Equipment: US Networking: Numbers going up, multiples going down-Top questions and feedback on our initiation

Asia-Pacific Oil & Gas: IEA Oil Market Update-Oil flows increase, but crisis far from over

Asia Quant Strategy & Asia Semis & Internet: Asia Tech Strategy 4Q26: Valuations Reset, Revisions Slow...Stick to Quality & Value tech names

European Transport Freight Forwarding: A primer-Solving the problems you never knew your supply chain had