Real Estate Research Reports

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

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

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

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

JPMorgan 2026-06-19

Global Data Watch: Asia: Stimulus Delayed, Growth Deferred in China

Market Report EN 27 Pages

Goldman Sachs 2026-06-18

NC (036570.KS): Turnaround to multi-year earnings growth cycle transition intact; reiterate Buy

Market Report EN 13 Pages

JPMorgan 2026-06-18

Jabil Inc: F3Q26 Review: Robust AI Guide Implies Acceleration in Revenue Growth into FY27; Reit OW

Market Report EN 14 Pages

Morgan Stanley 2026-06-17

Intact Structural Growth Ahead; Reiterate OW: Nien Made Enterprise | Asia Pacific

Market Report EN 7 Pages

Jefferies 2026-06-16

JP Non-Ferrous: JXAM – InP Expansion Drives Next Leg of Earnings Growth

Market Report EN 11 Pages

UBS 2026-06-16

European Equity Strategy: Simply Europe: Insufficiently exciting

Market Report EN 27 Pages

Citi 2026-06-16

Asia Airlines and Shipping: China Airlines as key laggard pick for US-Iran Peace Deal

Industry Report EN 13 Pages

UBS 2026-06-12

US Economics Weekly: A new FOMC Chair

Economic Report EN 41 Pages