Full Research Report Library

European Luxury Goods: Swiss watch exports: Resilient trend led by the US while Asia decelerated

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Date: 2026-08-20 Institution: JPMorgan Analysts: Chiara Battistini,Wendy Liu,Apurva Vishwaraj,Victoria Saden Pages: 9 pages

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Telco Chatter: AUG 20: SUNN takeaways, AMZN D2D, TEF CZ dispute, O2D tariff

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Date: 2026-08-20 Institution: JPMorgan Analysts: Akhil Dattani,Ajay Soni,Ankur Baheti, CFA Pages: 15 pages

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INTERNATIONAL MARKET INTELLIGENCE | MORNING BRIEFING

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Date: 2026-08-20 Institution: JPMorgan Analysts: Federico Manicardi - International Market Intelligence,Victoria Campos - International Market Intelligence Pages: 12 pages

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Asset quality holding up; stay Market Weight: GCC banks

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Date: 2026-08-20 Institution: Barclays Analysts: Valentina Stoykova Pages: 20 pages

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Distributed Power Update

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Date: 2026-08-20 Institution: Barclays Analysts: Eddie Kim,J. David Anderson,Andre Schlatter Pages: 18 pages

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South Korea Economics: FX Policy Implications of NPS FX Hedging and Shareholder Return Program

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Date: 2026-08-20 Institution: Citi Analysts: Jin-Wook Kim Pages: 11 pages

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JPM | Industrial Strength Morning Messages: Quality Defensive Thursday: Revisiting Tyres, Elevators and cheering Novonesis

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Date: 2026-08-20 Institution: JPMorgan Analysts: Sam Edmunds - Specialist Sales - European Industrials Pages: 9 pages

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Kotak Mahindra Bank Model Update

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Date: 2026-08-20 Institution: JPMorgan Analysts: Anuj Singla,Harsh Wardhan Modi,Shivansh Puri, CFA,Rachit Agrawal Pages: 11 pages

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日本株カタリスト・カレンダー

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Date: 2026-08-20 Institution: JPMorgan Analysts: Japan Research,Akira Kishimoto Pages: 9 pages

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海運サプサーキター（1Qレビュー）

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ryota Himeno Pages: 31 pages

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Shipping subsector (1Q review): We took a short-term bullish stance, but favorable sentiment looks likely to persist a while longer

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ryota Himeno Pages: 32 pages

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Catalyst Calendar - Japan Equity: August 20 Issue

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Date: 2026-08-20 Institution: JPMorgan Analysts: Japan Research,Akira Kishimoto Pages: 9 pages

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日本郵船(9101)

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ryota Himeno Pages: 15 pages

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Global Luxury Goods: Luxury Goods: June Swiss watch exports remain robust (+10%) amid diverging regional trends

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Date: 2026-08-20 Institution: Citi Analysts: Thomas Chauvet,Alberto Cecchetto Pages: 8 pages

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Initiating Coverage: Valuable Power Assets Position Bitdeer for the AI Buildout

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Date: 2026-08-20 Institution: Barclays Analysts: Grant Cooper,Michael Allen III,Nik Cremo Pages: 17 pages

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X-asset survey post Treasury surprise

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Date: 2026-08-20 Institution: Barclays Analysts: Zhiyuan Fan,Stefano Pascale,Anshul Gupta Pages: 17 pages

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JPモルガン：日本経済指標予想

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ayako Fujita,Takuho Morimoto Pages: 5 pages

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Philippines: BOP and reserves declined in July: Reserve coverage ratios have weakened but are still adequate

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Date: 2026-08-20 Institution: JPMorgan Analysts: Jin Tik Ngai Pages: 7 pages

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VGP Active First Half - Broadening JVs. MoU for new datacentre segment: 1H26 First Take

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Date: 2026-08-20 Institution: JPMorgan Analysts: Neil Green, CFA,Krishna Sathwik Beechu Pages: 8 pages

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Shanghai Easing may Help New Home Destocking, but Fundamental Impact Seems Marginal

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Date: 2026-08-20 Institution: Morgan Stanley Analysts: Stephen Cheung CFA,Cara Zhu Pages: 5 pages

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Q2 results exceed expectations, but broadly in line with FY26 consensus - First Take

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Date: 2026-08-20 Institution: JPMorgan Analysts: Baron Nkomo,Pooja Ruia,Mehmet Sevim Pages: 11 pages

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Global Covered Bond Wrap

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Date: 2026-08-20 Institution: JPMorgan Analysts: Suraj Dey, CFA,Prakhar Agarwal Pages: 8 pages

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Q2 Review: Big shoes to fill

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Date: 2026-08-20 Institution: Barclays Analysts: Hassan Al-Wakeel,Rohit Rajan,Jonathan Unwin Pages: 22 pages

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Diversified Financials – the month in charts

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Date: 2026-08-20 Institution: Barclays Analysts: Grace Dargan,Claudia Gaspari,Hafsa Yasir,Michael Sanderson Pages: 16 pages

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Asia 50: Hard-to-abate sectors are under-addressing climate adaptation and cybersecurity

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Date: 2026-08-20 Institution: Barclays Analysts: Jit Ming Tan,Soumyashree Dani,Dave Dai,Dipika Mirchandani Pages: 29 pages

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Levelized Cost of Energy Update: Costs Rising Across Resource Types, but Solar/Wind Remain Attractive

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Date: 2026-08-20 Institution: Goldman Sachs Analysts: Ananya Jaison,Brian Singer,Beatriiz Abreu,Carly Davenport,Brendan Corbett,Jaya Patel Pages: 18 pages

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GS EUROPEAN EXPRESS: Top of Mind | Novonesis | AstraZeneca | Carlsberg | Macro | Global | Corporate Access

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Date: 2026-08-20 Institution: Goldman Sachs Analysts: Georgina Fraser,Sahar Islam,Rajan Sharma Pages: 12 pages

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APAC Credit Roundup: US Treasury, Sammaan, China Tech, SK hynix

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Date: 2026-08-20 Institution: JPMorgan Analysts: Soo Chong Lim,Matthew Hughart,Alvin Au,Aman Aggarwal,Shirley Yau,Emma Xing,Natalie Leung,Mahmoud Harb,Fariha R Ahmmed Pages: 11 pages

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Euro STOXX 50 Dividend Weekly: For the week ended 18 August 2026

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Date: 2026-08-20 Institution: JPMorgan Analysts: Davide Silvestrini,Esmail Afsah,Yangyang Hou Pages: 7 pages

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Better Earnings Delivery, Structural Questions Persist

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Date: 2026-08-20 Institution: Barclays Analysts: Laurence Whyatt,Ashutosh Jain,Stephen Kennealy Pages: 20 pages

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BoK preview: Slow and steady wins the race

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Date: 2026-08-20 Institution: Barclays Analysts: Bum Ki Son Pages: 10 pages

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Trolley Trends: Week 16: Continued evidence of underlying inflation

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Date: 2026-08-20 Institution: JPMorgan Analysts: Neill Keaney,Borja Olcese,Palak Garg,Georgina Johanan, ACA Pages: 21 pages

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UK Inflation Chartbook: A Deep Dive

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Date: 2026-08-20 Institution: Morgan Stanley Analysts: Bruna Skarica Pages: 33 pages

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India Economics – Macro Indicators Chartbook | Asia Pacific: Resilient Growth; Normalising Inflation

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Date: 2026-08-20 Institution: Morgan Stanley Analysts: Upasana Chachra,Bani Gambhir,Shreya Singh Pages: 28 pages

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J.P.モルガン債券トピックス: 国債投資家別売買動向（7月分）

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Date: 2026-08-20 Institution: JPMorgan Analysts: Takafumi Yamawaki,Hiroki Yagi Pages: 11 pages

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Japan Rates Topics: JSDA JGB Transactions in July

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Date: 2026-08-20 Institution: JPMorgan Analysts: Takafumi Yamawaki,Hiroki Yagi Pages: 10 pages

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Applied Materials: Takeaways From Recent Meeting With Investors

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Date: 2026-08-20 Institution: JPMorgan Analysts: Harlan Sur,Apoorva Kumar,Mayur Ramdhani Pages: 8 pages

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Managed Medicaid: Checking In on Medicaid: Is -LSD% the Right Attrition Assumption for 2027?

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Date: 2026-08-20 Institution: JPMorgan Analysts: John Stansel, CFA,Lisa C. Gill,Benjamin Rossi,Cole Harris Pages: 22 pages

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U.S. Alternative Asset Managers: Wealth Flows Stabilize in June — Wealth to Enter Next Phase of Growth

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Date: 2026-08-20 Institution: JPMorgan Analysts: Kenneth B. Worthington, CFA,Michael Cho,Madeline Daleiden Pages: 14 pages

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U.S. Analyst Focus List

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ken Goldman,William Funke Pages: 10 pages

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Gold‘s Rapid Rebound: Commodity Matters | Europe

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Date: 2026-08-20 Institution: Morgan Stanley Analysts: Amy Gower (Amy Sergeant) CFA,Ben Kelson,Martijn Rats CFA Pages: 7 pages

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Axis Bank Ltd Model Update

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Date: 2026-08-20 Institution: JPMorgan Analysts: Anuj Singla,Harsh Wardhan Modi,Shivansh Puri, CFA,Rachit Agrawal Pages: 11 pages

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Asia Summer School: S. Korea Economics

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Date: 2026-08-20 Institution: Morgan Stanley Analysts: Kathleen Oh Pages: 3 pages

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USD/CNY fix model

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Date: 2026-08-20 Institution: Nomura Analysts: Craig Chan,Wee Choon Teo,Vicky Chen Pages: 6 pages

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Medibank Private Limited: FY26 conference call feedback

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Date: 2026-08-20 Institution: JPMorgan Analysts: Siddharth Parameswaran,Tharan Jeyathasan,Rishi S Parihar Pages: 11 pages

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Transurban: Drive TN consortium wins I-24 bid, US$8.5bn project to be delivered

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Date: 2026-08-20 Institution: JPMorgan Analysts: Richard Jones, CFA,Adam West,Connor Eldridge Pages: 10 pages

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Australia: Labour market gradually cooling

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Date: 2026-08-20 Institution: JPMorgan Analysts: Ben K Jarman Pages: 9 pages

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Australia: Labour Force: Unemployment rate edges higher to 4.5%

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Date: 2026-08-20 Institution: Goldman Sachs Analysts: Andrew Boak,Will Maher,Oscar To Pages: 6 pages

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MOC announced policy guideline to support county level consumption; High-level implications for our value retailer coverage with deep low-tier penetration

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Date: 2026-08-20 Institution: Goldman Sachs Analysts: Leaf Liu,Christina Liu,Valerie Zhou Pages: 10 pages

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Australian and New Zealand Inflation Monitor: Inflation Likely to Ease in July

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Date: 2026-08-20 Institution: Goldman Sachs Analysts: Will Maher,Andrew Boak,Oscar To Pages: 10 pages

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