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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Pierfrancesco Mei,Alec Phillips,Elise Peng,Manuel Abecasis,Ronnie Walker,David Mericle,Jan Hatzius,Jessica Rindels Pages: 7 pages

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Private Credit: Pressures Contained, Not Resolved: Sunday Start | What‘s Next in Global Macro

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Vishwanath Tirupattur,Vishwas Patkar,Raquel Kanner Pages: 9 pages

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Record Sales Again in June; 2Q26 Sales Beat; Reiterate OW

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Terence Cheng,Jenny Ting Pages: 7 pages

#2618.TW Demander et télécharger PDF →

1QFY27: Margins in line; top-line growth recovery is key

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Shravan Vohra,Archana Menon CFA,Gaurav Varma Pages: 9 pages

#AVEU.NS Demander et télécharger PDF →

Summer Peak: Early Signs of Recovery in Pax Demand Growth

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Qianlei Fan CFA,Evan Chen,Tenny Song Pages: 6 pages

#601021.SS,0753.HK,601111.SS,600029.SS,1055.HK,600115.SS,0670.HK Demander et télécharger PDF →

Starbucks Report Ignites Reinsourcing Debate

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: George W Webb,Mark Hyatt,William Richards Pages: 14 pages

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1QF27: Lack of revenue growth downgrades a positive but already priced in

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Sulabh Govila CFA,Gaurav Rateria,Shreshtha Chopra,Sakshi Rana Pages: 15 pages

#LTIM.NS Demander et télécharger PDF →

1QFY27: 3% PAT beat. Stay UW on expensive valuation.

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Kushan Parikh CFA,Subramanian Iyer,Sakshi V Chaplot Pages: 11 pages

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Australia Macro+ Week Ahead | Asia Pacific: The Commodity Outlook

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Chris Nicol,Chris Read,Antony Conte,Isabel Black Pages: 25 pages

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CIO Brief

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Morgan Stanley Research Pages: 4 pages

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Niche DRAM Upcycle May Extend to 2028; OW

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Charlie Chan,Daniel Yen CFA,Daisy Dai CFA,Tiffany Yeh,Ethan Jia Pages: 18 pages

#2408.TW,6531.TW,603986.SS,2337.TW,6770.TW,000660.KS,2344.TW,005930.KS Voir le résumé

Sugon 8000 launch and investor feedback

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Daisy Dai CFA,Charlie Chan,Daniel Yen CFA,Ethan Jia,Henry Zhao Pages: 12 pages

#688041.SS Demander et télécharger PDF →

Inflation without Reflation: Investor Presentation | Asia Pacific

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Robin Xing,Zhipeng Cai Pages: 11 pages

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Petchem Prices in 1st Week of July: Partial Rebound, But Overall Momentum Remains Weak

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Takato Watabe,Ryoichi Watanabe,Kayoko Shoji,Kano Fujita Pages: 14 pages

#4183.T,3407.T,4005.T,4042.T,4188.T Demander et télécharger PDF →

Container Spot Rates (CCFI) Out of China (July 10): Leading Indicator SCFI Declines for First Time in 11 Weeks – Is Seasonal Upcycle Coming to an End?

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Takuya Osaka,Shan Jiang Pages: 5 pages

#9104.T,9101.T,9107.T Demander et télécharger PDF →

Investor Presentation | Japan Transportation

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Takuya Osaka,Shan Jiang Pages: 21 pages

#9069.T,9364.T,9147.T,9143.T,9076.T,9064.T,9075.T,9706.T,9204.T,9201.T,9202.T,9104.T,9101.T,9107.T,9005.T,9142.T,9009.T,9021.T,9006.T,9020.T,9023.T,9022.T,9024.T,9010.T,9616.T,9603.T,4661.T,6178.T Demander et télécharger PDF →

Virtual Group Meeting: Reinforces Our View that Expectations for Shareholder Returns Should Not Be Overdone

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Takuya Osaka,Shan Jiang Pages: 7 pages

#9706.T Demander et télécharger PDF →

Media Reports on Potential Investment in the Company by SoftBank and PayPay

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Ai Furukawa,Hiroshi Koba Pages: 6 pages

#3382.T Demander et télécharger PDF →

Urea re-gains, SE-Asia Potash Corrects, Phosphate Stable; Oilseed Crush Mixed

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Vincent Andrews,Lisa H De Neve,Steven K Haynes CFA,Turner W Hinrichs,Ricardo Rezende CFA,Julia Rizzo,Justin T Pellegrino Pages: 41 pages

#ADM.N,BG.N,CF.N,CTVA.N,FMC.N,ICL.N,IPI.N,MOS.N,NTR.N Demander et télécharger PDF →

How disruptive could SpaceX/Starlink be to the existing Consumer Broadband providers in Australia?

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Andrew McLeod,Angela Sutcliffe Pages: 12 pages

#ART.AX,APX.AX,A1N.AX,ABB.AX,CAR.AX,CAT.AX,EVT.AX,HSN.AX,HPG.AX,IFT.NZ,MAQ.AX,MP1.AX,NWSA.O,NXT.AX,NEC.AX,NXL.AX,PXA.AX,REA.AX,SEK.AX,SKT.NZ,SXL.AX,SPK.NZ,SLC.AX,TNE.AX,TLS.AX,TPG.AX,TYR.AX,WTC.AX,XRO.AX Demander et télécharger PDF →

AI Capex Meets European Credit | Ep.148

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Erika J Singh-Cundy,Aron Becker Pages: 6 pages

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Weekly Market Pulse: Machinery & Construction | North America

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Angel Castillo,Stefan Diaz CFA,Oliver Jiang,Esther O Osinaiya Pages: 53 pages

#AGCO.N,ALSN.N,CAT.N,CMI.N,CNH.N,CRH.N,DCI.N,DE.N,KMT.N,LECO.O,MLM.N,OSK.N,PCAR.O,TEX.N,TKR.N,URI.N,VMC.N,WAB.N,WSC.O Demander et télécharger PDF →

2026 Investor Day Takeaways

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Yang Liu,Tom Tang,Gary Yu Pages: 8 pages

#BILI.O Demander et télécharger PDF →

Three Actionable Ideas

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Samuel Lee CFA,Hozefa Topiwalla Pages: 17 pages

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$1.4trl of Capex, 4X in Compute Capacity, and Al Revenue Streams to Watch into ‘28

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Brian Nowak CFA,Julian Herrera,Gregory Gao,Nikhil Javeri,Kavya A Narayanan Pages: 36 pages

#AMZN.O,META.O,MSFT.O,GOOGL.O,SPCX.O Demander et télécharger PDF →

Bull Case Playing Out: Raising Targets on a Wider Risk-Reward Skew

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Bruno Montanari,Thiago S Casqueiro,Luiza B Belem Pages: 18 pages

#UGPA3.SA,VBBR3.SA Demander et télécharger PDF →

Beneath the Surface - Emissions Credits Show Widely Different Set-Up Ahead of EPA‘27

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Angel Castillo,Shaqeal A Kirunda,Oliver Jiang,Stefan Diaz CFA,Esther O Osinaiya Pages: 7 pages

#8TRA.DE,ALSN.N,CMI.N,DTGGe.DE,PCAR.O,VOLVb.ST Demander et télécharger PDF →

2Q26 Pre-release: Top-line Beat, Small Bottom-line Miss

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Ricardo Rezende CFA,Sylvia C Richards,Giulia Faro Pages: 7 pages

#OQBI.OM Demander et télécharger PDF →

2Q26 First Take: Miss on Lower Volumes / Higher Costs

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Ricardo Rezende CFA,Sylvia C Richards,Giulia Faro Pages: 8 pages

#2330.SE Demander et télécharger PDF →

Implications for Korea Defense From NATO Summit 2026

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Joon Seok,Minseo Kang,Heewon Choi Pages: 5 pages

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Offshore Rigs: Back On Track

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Ricardo Rezende CFA,Giulia Faro,Sylvia C Richards Pages: 7 pages

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Robotaxi崛起——机器人、出租车与万亿美元出行入口

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Tim Hsiao,Brian Nowak CFA,Gary Yu,Andrew S Percoco,Javier Martinez de Olcoz Cerdan,Young Suk Shin,Shinji Kakiuchi,Hiroto Segawa,Richard Xu CFA,Rick Zhao,Shelley Wang CFA,Joey Xu CFA,Daniela M Haigian,Shaqeal A Kirunda,Julian Herrera,Peggy Wang,Joanne Lau,Matias Rodriguez Florez-Estrada Pages: 13 pages

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Jun 2026 Monthly Passenger Transportation Revenue: We Infer Shortfall in Non-commuter Revenue vs. Guidance Mainly Reflects Firm-specific Factors

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Takuya Osaka,Shan Jiang Pages: 7 pages

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Implications of Japanese OEM New Auto Sales in China (June 2026) for Auto Parts Industry

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Date: 2026-07-12 Institution: Morgan Stanley Analystes: Shinji Kakiuchi,Hayato Takashima Pages: 5 pages

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Global Week Ahead: July 13 - July 19

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Megan Peters,Joseph Briggs,Jan Hatzius,Sarah Dong Pages: 8 pages

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A New Funding Source for China’s High-Tech Ambitions

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Lisheng Wang Pages: 13 pages

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House Prices to Fall, Incomes to Stall, Spending to Slow: AUSTRALIA AND NEW ZEALAND ECONOMICS ANALYST

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Andrew Boak,Oscar To,Will Maher Pages: 11 pages

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Asia Pacific Textile, Apparel & Footwear: Monthly Tracker: OEM mixed trend continued; PS softer; refreshing our estimates for OEM sector

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Michelle Cheng,Keira Liu,Carol Chen,Molly Dai,Xinyu Ruan Pages: 22 pages

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ABF price hikes to outpace our estimates, with solid GM expansion from 2Q26; revise up TPs for all our TW ABF substrate players by 81% to 112%

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Chao Wang,Daiki Takayama,Al Wang,Allen Chang Pages: 24 pages

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China Restaurants: Luckin/Chagee initiation feedback; addressing key investor questions

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Date: 2026-07-12 Institution: Goldman Sachs Analystes: Molly Dai,Xinyu Ruan,Michelle Cheng Pages: 13 pages

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