Broker Research: Sector, Macro and Strategy Notes

UBS·2026-10-19Sector

4062.T6594.T6762.T6971.T6976.T6981.TMurata Manufacturing·Top pickIbiden·Top pick

UBS·2026-10-19Sector

0220.HK0322.HK1579.HK1768.HK300972.SZ3288.HK603288.SH

UBS·2026-10-19Sector

0522.HK2303.TW2454.TW3711.TW

UBS·2026-10-19Macro

China real GDP growth: 4.5% y/y in 3Q2026-Q3China real GDP growth: 4.6% y/y year to date2026-YTD

UBS·2026-10-19Sector

002050.SZ002126.SZ002850.SZ600660.SH

UBS·2026-10-16Sector

MEITUAN BABA JD

UBS·2026-10-16Macro

UBS·2026-10-16Sector

600886.SH600900.SH

UBS·2026-10-16Strategy

UBS·2026-10-15Sector

SMSN CXMTSamsung Electronics·Top pick

UBS·2026-10-15Sector

002230.SZMINIMAX KUAISHOU ZHIPU NTES TCOM

UBS·2026-10-15Sector

5016.T5706.T5801.TSUMIELEC5803.TMitsui Kinzoku·Top pick

UBS·2026-10-15Rates

UK GDP growth: 1.5% for 20262026

UBS·2026-10-15Sector

AAL.LFCXFM.TOGLEN.LIVN.TOSCCO

UBS·2026-10-15Sector

002891.SZ301498.SZ

UBS·2026-10-15Sector

EU gas storage at winter entry: c.75%2026-11EU end-winter gas storage: 25%2027-03

UBS·2026-10-15Thematic

2380.HK600886.SH600900.SH

UBS·2026-10-15Sector

000333.SZ000651.SZ300866.SZ600690.SHAnker Innovations·Top pickMidea·Top pick

UBS·2026-10-14Strategy

UBS·2026-10-14Sector

0023.HK2388.HK

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

Electronic Components Sector Update: Feedback from meetings with Asian investors

China Consumer Sector: Staples food monthly,what does September's data tell us?

Asia Semis Pulse: Previewing UMC, ASMPT, ASE, and MediaTek earnings

China Economic Comment: 3Q GDP surprised on the upside, limited policy supports needed to get 4.5% for the year

China Auto Supply Chain: September,cost pressure re-emerging; Q326 preview favours Kedali

China Internet Sector: Local services monthly: UE margin expansion over volume growth

US Economic Perspectives: Warsh: not prejudging policy path

China Hydropower Sector: Divergent 3Q26 volume data but El Ni-o supports stronger 2027 outlook

China Equity Strategy: Gauging the impact of lower export VAT rebate

Memory Semis Monthly: October '26 Edition: Is the Wall of Worry justified?

China Internet Sector: Presentation-China AI and online verticals update

Japan Metals Sector: APAC Focus: Reassessing AI DC profit pools

Global Rates Strategy: Lower gilts yields and flatter curves from Autumn Budget

Mining Presentation: The Copper Age

China Pet Food Sector September 2026: Pet product GMV flattish YoY; CPF outperformed

Global Gas: Above-normal injections,still tight storage

China Sustainability: El Ni-o on climate, food and power

China Consumer Appliances Sector: September domestic white goods sales stayed weak

Points of Inflection: September: Physical Constraints Drive the Next Inflections

Hong Kong Banks: Riding on higher rates and an AI-driven trade surge: upgrade BOCHK and BEA to Buy