Broker Research: Sector, Macro and Strategy Notes

J.P. Morgan·2026-10-30Thematic

7203.TBMW.DEMBG.DESHA0.DETSLA

J.P. Morgan·2026-10-30Thematic

SMid-cap AI·Overweight

J.P. Morgan·2026-10-28Thematic

688836.SH·Top pick108490.KQ·Top pickhumanoid robots·Neutral

J.P. Morgan·2026-10-22Thematic

300124.SZ688017.SH9880.HKTSLALeader Drive·Top pick

J.P. Morgan·2026-09-28Thematic

AURKDK.US

J.P. Morgan·2026-09-24Thematic

J.P. Morgan·2026-09-21Thematic

161890.KS4911.TBEI.DEGALD.SWOR.PAULVR.LKolmar Korea·Top pickGalderma·Top pickL'Oreal·Neutral

J.P. Morgan·2026-09-10Thematic

TSLA

J.P. Morgan·2026-09-08Thematic

005380.KS·Overweight

J.P. Morgan·2026-09-08Thematic

ASEAN·Neutral

J.P. Morgan·2026-09-07Thematic

REL.LSPG.DEWKL.ASRELX·Overweight

J.P. Morgan·2026-09-02Thematic

China AI infrastructure·Overweight

J.P. Morgan·2026-08-26Thematic

9988.HKChina internet·Neutral

J.P. Morgan·2026-08-26Thematic

1276.HK1548.HK2269.HK2359.HKAKESOmRNA cancer vaccines·Overweight

J.P. Morgan·2026-08-26Thematic

AI infrastructure·Overweight

J.P. Morgan·2026-08-25Thematic

000270.KSHYUNDAIHumanoid robotics·OverweightKorea auto OEMs·Overweight

J.P. Morgan·2026-08-20Thematic

APPF.US

J.P. Morgan·2026-08-19Thematic

UNITREEHumanoid robots·Overweight

J.P. Morgan·2026-08-15Thematic

UNITREEChina humanoid robotics·Overweight

J.P. Morgan·2026-08-14Thematic

APAC financials AI adoption·Neutral

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

Global Humanoid : Physical AI update on the automotive sector

161 AI plays you haven’t heard about!: The

Asia Humanoid & Physical AI: Group meeting takeaways: Humanoid sector progress and watchpoints in China and Korea

Humanoid Robot and Physical AI: Tesla Optimus 3 read-throughs – deployment progress, technical bottlenecks, and stock implications

Autonomous Trucking Driver Out, Production Ramp Ahead. Physical AI Update After Rides & Meetings with Aurora and Kodiak

Enterprise Agentic Workflows & Multi-Agent Systems DeepFin Investor Workshop summary with Google

Global Beauty: The Changing Face of Skin Care-the Rise of K-beauty and Technology Disruption

Tesla Inc: Cybercab Is Ready, Part #2: A Framework to Track Regulatory Progress and What Governs the Pace of Ramp

How we envisage the humanoid era: Korea Auto, Robotics, Battery and Utilit

ASEAN & China Consumer Decoding ASEAN expansion: How Chinese consumer brands can win beyond China

The evolution of scientific research: Intelligence increases the value of verification & the scientific record, and expands the addressable market

China AI Infra Ecosystem Unprecedented growth; lingering constraints

China Internet: Who Pays for the AI Build?

mRNA Cancer Vaccine: Assessing Opportunities Across China’s Healthcare Value Chain

Hardware & Networking Data Center Watch: Token Spend Climbs, GPU Pricing Mixed, & Memory Prices March Higher

Korea Robotics and Humanoids: How we envisage the humanoid era;HMG robotics value at $57bn;stay Overweight on HMC Kia

AI Entrant Spotlight - Proliferate or Participate?

Humanoid Robot: Physical AI’s public debut: Sector rotation, policy support, and the new valuation anchors

China Thematic Research: Spotlight on Physical AI

APAC Artificial Intelligence Implementation Survey 2026: Sector Analysis –Insurance, Banking, and Financial Services