Real Estate Research Reports

JPMorgan 2026-09-11

Berkeley Group: No surprises in AGM statement

Market Report EN 11 Pages

Citi 2026-08-20

Asahi Intecc (7747.T): Product competitiveness driving rise in global market share - reiterating Buy, top medtech pick

Company Report EN 13 Pages

Morgan Stanley 2026-07-23

Investor Presentation: Cyclical Resilience; Structural Strength

Market Report EN 41 Pages

Citi 2026-07-10

Toll Brothers (TOL.N): The Right Side of a K-Shaped Housing Market; Upgrade to Buy

Company Report EN 21 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

UBS 2026-07-08

Castellum AB: Disposals have gathered pace - but so has the re-rating. Downgrade to Neutral.

Company Report EN 29 Pages

Morgan Stanley 2026-07-02

Baltic Classifieds Group (BCG) | Europe FY26: 1% Revenue Miss, Softer FY27 Guide, Capital Returns Supportive

Company Report EN 8 Pages

Citi 2026-07-01

Nike Inc (NKE.N): Reiterated Calendar 2026 Guide but Lower Sales, Stronger GM; No Comments on 2H27

Company Report EN 11 Pages

JPMorgan 2026-06-29

Delta-One Flows & Positioning: Asia equity futures bid; ETF investors favor Memory/Semis/Real Estate, cut Commodities/Crypto; HFs sell NDX, buy SPX/RTY futures; ETF rebalance noise persists

Market Report EN 26 Pages

Citi 2026-06-28

Australia Real Estate: Rates peaking, budget tailwinds. Time to buy Australian Residential Developers. SGP/MGR upgrade to Buy

Industry Report EN 30 Pages

JPMorgan 2026-06-28

Genting Group: Cheap valuations, growing earnings, improving technicals: Initiate on GENT perp with OW

Company Report EN 29 Pages

Citi 2026-06-28

Terawulf Inc (WULF.O): WULF Is Scaling HPC Data Center Expansion; Initiate at Buy/High Risk

Company Report EN 33 Pages

Citi 2026-06-25

Sandisk Corp (SNDK.O): MU Read-Thru: NAND Now Tight Thru CY27; Reit. Buy on Cont‘d Demand Strength & Pricing Outlook, TP Higher to $2,500

Company Report EN 16 Pages

Goldman Sachs 2026-06-25

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

Company Report EN 19 Pages

Jefferies 2026-06-20

Social Housing Reit: Socially Responsible: Initiate at Buy

Company Report EN 32 Pages