Broker Research: Sector, Macro and Strategy Notes

Bernstein·2026-10-23Sector

3436.T4062.T6525.T6723.TADVANTEST7735.T7741.TTOKYOELAdvantest·Top pickKokusai Electric·Top pickHoya·Top pick

Bernstein·2026-10-23Sector

DSV.COFDX.USKNIN.SWMAERSKB.CONSC.USUNP UPSDSV·Top pick

Bernstein·2026-10-22Thematic

Bernstein·2026-10-22Sector

6501.T6503.T6701.T6752.T6981.T7011.T7012.T

Bernstein·2026-10-21Sector

ASML.ASKLAC

Bernstein·2026-10-21Sector

SKHYNIX SMSN KIOXIA MU SNDK STX WDCHDD makers·Overweight

Bernstein·2026-10-21Sector

SKHYNIX SMSN KIOXIA CXMT MUSamsung Electronics·Overweight

Bernstein·2026-10-21Sector

CHTR.USCMCSA SPCX TMUS T VZ

Bernstein·2026-10-21Sector

CRWV NVDA2308.TW·Top pick

Bernstein·2026-10-20Sector

000270.KSHYUNDAI7201.T7203.T7261.T7267.T

Bernstein·2026-10-20Sector

NVDAUS telecom & cable·Neutral

Bernstein·2026-10-20Sector

BRBY.LCFR.SWMONC.MISwiss watch exports: +11.7% YoYSep-26

Bernstein·2026-10-20Strategy

6273.TADVANTEST6861.TSOFTBANKKeyence·Top pickSMC·Top pickQARP·OverweightMomentum·UnderweightJapan entertainment/software·Overweight

Bernstein·2026-10-19Sector

CARRFERG.USTT

Bernstein·2026-10-19Sector

EL.USHEN3.DEMC.PAOR.PAPGULVR.L

Bernstein·2026-10-19Sector

AMT.USCCI.USSBAC.USSPCXAmerican Tower·Top pick

Bernstein·2026-10-19Sector

Bernstein·2026-10-16Sector

Brent oil price forecast: US$90/bbl for 20262026

Bernstein·2026-10-16Sector

ADVANTEST TOKYOELASML.AS

Bernstein·2026-10-16Sector

COST HD LOWTGT.USWMT

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

Japan Semiconductors: Japan Semis Earnings Preview (3Q CY26): Buy the dip, anyone?

Global Logistics Supply Chain Pulse Check: Strong freight markets, rising capacity concerns

Asia Quantitative Strategy: Gen AI in Asset Management: Key takeaways from New York Symposium

Japan IT Hardware & Electronics: 2Q26 Preview... are AI sentiments too low?

Global Semiconductor Capital Equipment: China WFE Import Tracker (Sep 2026): Sept YTD YoY -4%, import recovering maintained

U.S. IT Hardware: Global Memory & Storage: Debunking the bear thesis on ASP price growth deceleration

Global Memory Korea Memory Export Tracker (Sep): SK hynix improved, but Samsung still claimed HBM leadership in 3Q26?

US Telecom: Implications from Starlink's Q3 results-from broadband threat to wireless question

Asia Tech Hardware: 3Q26 Taiwan AI names earnings preview

Asian Autos: China-exclusive NEV strategies show mixed results, JV restructuring emerges as the next battleground

US Telecom: Telcos getting an AI narrative? Assessing the Edge AI opportunity

Global Luxury Goods: September Swiss watch exports - US drives recovery as China remains tentative

Japan Quant & Fundamental Tech Strategy: Japan Tech Strategy 4Q26: Intra-sector rotation likely to continue...Don't chase momentum...Focus on QARP & value

U.S. Multi Industry & Electrical Equipment: US Resi HVAC tracker (October): Signals and sentiment remain weak; no line of sight to recovery

Global Beauty: China Online Beauty: Broad-based weakness persists in September

US Communications Infrastructure: Towers,Revisiting rates, SpaceX optionality, and valuation ahead of 3Q26

Global Energy Storage: Battery Weekly 19 October

Bernstein Energy & Power: Who will blink first? Four things to watch for oil markets

Global Semiconductors: Global Semi: South Korea Equipment Import Tracker (Sep 26): Import +41% YoY

Weekend Consumer Blast: When app meets the aisle, how seamless is the shopping experience?