UBS Research Report Summaries

UBS 2026-07-09

Atlas Copco A: Semiconductor capex and a potential short-cycle uptick overpower our structural concerns. Upgrade to Neutral.

Industry Report EN 32 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

UBS 2026-07-08

Partners Group Holding AG: Near term challenges outweigh solid long term fundamentals - Downgrade to Neutral

Company Report EN 33 Pages

UBS 2026-06-24

Korea Utilities: Nuclear: More policy support for US nuclear projects

Industry Report EN 13 Pages

UBS 2026-06-24

Time to shine with structural shift in supply

Company Report EN 20 Pages

UBS 2026-06-23

AI Research The Ramp in Token Optimization

Market Report EN 23 Pages

UBS 2026-06-23

China Equity Strategy: How close are we to the peak of the AI tech upcycle in China?

Market Report EN 49 Pages

UBS 2026-06-23

China Semiconductor: How to position China tech stocks in 2026?

Industry Report EN 135 Pages

UBS 2026-06-22

Japan Autos, Auto Parts and Auto Tech Sector: Automobile sector strategy: Upgrading stance from bearish to neutral

Industry Report EN 18 Pages

UBS 2026-06-22

European Insurance News & Views: China cross-border risks; Aegon‘s move to the US

Industry Report EN 27 Pages

UBS 2026-06-22

Isuzu Motors: Upgrading to Buy: moving toward a bottoming out in earnings

Company Report EN 24 Pages

UBS 2026-06-17

China EV & Battery Monthly: May - Battery Growth Continued to Outperform EV on Growth Amid ESS & Exports

Market Report EN 26 Pages

UBS 2026-06-17

China Equity Strategy: Crowding and unwinding: Logic, features, current status and outlook

Market Report EN 21 Pages

UBS 2026-06-16

US Healthcare A Look at Today’s Stock Movers, News & Key Data

Industry Report EN 19 Pages

UBS 2026-06-16

European Equity Strategy: Simply Europe: Insufficiently exciting

Market Report EN 27 Pages