Goldman Sachs Research Report Summaries

Goldman Sachs 2026-07-12

Man Group (EMG.L): Estimate changes ahead of 1H26

Company Report EN 8 Pages

Goldman Sachs 2026-07-11

CHINA WEEKLY KICKSTART: MXCN gained 3% while A-shares lost 1%; PBoC Governor Pan unveiled package to support CNH market in HK; CPI inflation softened in June

Economic Report EN 25 Pages

Goldman Sachs 2026-07-10

PKO Bank Polski (PKO.WA): Structural alpha and medium-term upside in a transformed landscape; reiterate Buy

Company Report EN 56 Pages

Goldman Sachs 2026-07-09

Erste Group (ERST.VI): Augmenting structural growth; reinstate at Buy

Company Report EN 18 Pages

Goldman Sachs 2026-07-07

Larsen & Toubro (LART.BO): A structural beneficiary of the Saudi resilience-led capex wave; Buy

Company Report EN 9 Pages

Goldman Sachs 2026-07-06

BlueScope Steel (bsl.AX): Reinstate at Buy on valuation, FCF inflection & tailwinds from US steel spreads

Industry Report EN 17 Pages

Goldman Sachs 2026-07-01

Argentine Lending in Pictures: April 2026: Worsening asset quality, but lower cost of risk and higher profitability

Market Report EN 10 Pages

Goldman Sachs 2026-06-29

Novartis (NOVN.S): Multiple disconnected from the risks - remain Sell

Company Report EN 34 Pages

Goldman Sachs 2026-06-28

Cochlear Ltd. (COH.AX): Pathway of growth recovery in place but will take time; Neutral

Company Report EN 19 Pages

Goldman Sachs 2026-06-26

Wise Group (WSE): FY26 First take: Continued operational momentum despite elevated opex; FY27 guidance in line; buyback announced

Company Report EN 9 Pages

Goldman Sachs 2026-06-26

USA: Core PCE in Line With Expectations; Q1 GDP Revised Up to +2.1% on Lower Imports and Higher Inventories; Core Durable Goods Orders

Economic Report EN 8 Pages

Goldman Sachs 2026-06-26

CHINA SOLAR: TRACKING PROFITABILITY INFLECTION: Jun-26: Persistent upstream pricing softness against worsening inventory expectations

Industry Report EN 11 Pages

Goldman Sachs 2026-06-25

Metcash Ltd. (MTS.AX): MTS FY26 Sell-side briefing key points

Company Report EN 6 Pages

Goldman Sachs 2026-06-25

Bharat Dynamics (BARA.BO): Helina order receipt ahead of estimates, but margin risks remain; maintain Sell

Company Report EN 6 Pages

Goldman Sachs 2026-06-25

Orange (ORAN.PA): Scope for guidance upgrade with H126 results, reiterate Buy

Company Report EN 19 Pages