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·2026-10-19Sector

002050.SZ002126.SZ002850.SZ600660.SH

UBS·2026-10-16Sector

MEITUAN BABA JD

UBS·2026-10-16Sector

600886.SH600900.SH

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·2026-10-15Sector

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·2026-10-15Sector

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

UBS·2026-10-14Sector

0023.HK2388.HK

UBS·2026-10-14Sector

GOOGL META PINS

UBS·2026-10-14Sector

2319.HK600882.SH600887.SH

UBS·2026-10-14Sector

2360.TW2449.TW2454.TW3008.TW3406.TW

UBS·2026-10-14Sector

0358.HKZIJINMINING3993.HK601899.SH603993.SHCopper·Overweight

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

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

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

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

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 Consumer Appliances Sector: September domestic white goods sales stayed weak

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

China Cosmetics Sector: Expert call takeaways on Double 11 preview and China beauty outlook

China Construction Machinery: Soft domestic demand and healthy exports in September; unchanged export tax rebate rates

US Internet: 3Q26 Online Advertising Preview: Near-term Revenue Beats Likely

China Dairy Sector September: tight supply supports continued milk price recovery

APAC Technology: Taiwan Tech September Sales: Q3 strong; in transition to new platforms near year-end

China Basic Materials: APAC Focus: From Cyclical to Secular: Time to Re-rate HK China Copper Miners