Broker Research: Sector, Macro and Strategy Notes

HSBC·2026-10-12Thematic

HSBC·2026-09-08Thematic

European electricity grids·OverweightEuropean renewables incl. offshore wind·OverweightEuropean electricity demand growth: 1-3% per year (raised from 1-2%)2025-2035European load increase: c27% vs 20252035

HSBC·2026-08-31Thematic

300136.SZ600498.SHChina satellite supply chain·OverweightSunway Communication·OverweightFiberHome·Overweight

HSBC·2026-08-24Thematic

1109.HK1908.HKANTA2097.HK2331.HK6862.HKChina consumer brands·OverweightChina residential developers·Overweight

HSBC·2026-08-21Thematic

Solar·Neutral

HSBC·2026-08-20Thematic

Hong Kong·Overweight

HSBC·2026-08-18Thematic

SPCXSpace economy·Overweight

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

AI data centre risks investors should watch: Beyond power: AI and data centre sustainability

Medical Tourism in Asia: The fast track to treatment

Powering AI – Europe: In US footsteps, but very green. Well prepared.

China Satellite Supply Chain: A primer on the space race

China Consumer: Unlocking housing savings: a new route to consumption

Paying for protection : Solar costs and the speed of transition

HK Northern Metropolis: A masterplan in action: Turning a vision into reality

Global Sector Analyst: The space economy’s first journey will be to Earth