UBS Research Report Summaries

UBS 2026-08-19

Australian Media Sector: SMI ad booking data: Metro TV -9% yoy in July

Industry Report EN 11 Pages

UBS 2026-08-19

Rieter: Discounting soft 1H26 orders and a slower recovery path

Market Report EN 20 Pages

UBS 2026-08-17

European Utilities: Another uptick in consensus EPS post H1 results

Industry Report EN 16 Pages

UBS 2026-08-17

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

Industry Report EN 17 Pages

UBS 2026-08-11

EMEA Economic Comment: Hungary: August rate cut sealed as CPI is the lowest since 2016

Economic Report EN 8 Pages

UBS 2026-08-04

APAC Economic Comment: ASEAN Weekly: Singapore monetary and fiscal policy, Thailand‘s June economic data, Philippines‘ SONA

Economic Report EN 6 Pages

UBS 2026-07-22

Global Economics & Strategy: Deep Speak: An AI-driven read on tone shifts at the Fed, ECB and BoJ

Market Report EN 10 Pages

UBS 2026-07-21

European Economic Comment: ECB Bank Lending Survey: Credit supply not quite as tight as in Q1

Industry Report EN 11 Pages

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