Rapports de recherche Semi-conducteurs

Morgan Stanley 2026-09-18

F5/27 1Q Results: Positive; Orders Up Sharply, Set to Lift Full-year Guidance

Rapport sectoriel EN 8 Pages

JPMorgan 2026-09-16

Asia Tech Strategy At a crossroads in the AI Infra trade

Rapport de marché EN 16 Pages

JPMorgan 2026-09-09

ASML: Top - down industry model indicates significant upside potential to co. earnings

Rapport sectoriel EN 20 Pages

Morgan Stanley 2026-09-09

China Earnings Worse Than Expected; Structural Challenges Also Emerging

Rapport sectoriel EN 70 Pages

Morgan Stanley 2026-09-09

Credit & Compute | Assessing NVDA’s ‘Balance Sheet - as - a - Service‘ From the Cross - Asset Lens

Rapport sectoriel EN 21 Pages

Bernstein 2026-09-07

Novatek: 3Q26 sales tracking ahead of consensus and guidance midpoint

Rapport sectoriel EN 12 Pages

JPMorgan 2026-09-04

Japan Quant Strategy: BoJ Crossroads: JGBs and Yen Rate Vol as Short-Term Factor Guideposts

Rapport de marché EN 20 Pages

Goldman Sachs 2026-08-20

Ulvac (6728.T): Conf. call takeaways: Potential for order guidance beat, mainly in 2H, but FY6/28 medium-term plan targets are a high hurdle

Rapport d'entreprise EN 8 Pages

Goldman Sachs 2026-08-18

Earnings wrap-up: Shipping/airlines earnings outlook set to move up another notch; maintain Buy on MOL, ANA, and Japan Post HD

Rapport sectoriel EN 14 Pages

Morgan Stanley 2026-08-18

F12/26 2Q Results Interview Takeaways: No Letup in Capacity Expansion and Next-Generation Technology Development

Rapport sectoriel EN 8 Pages

Morgan Stanley 2026-08-14

A Break from the Heat, For Now: US Credit Strategy | North America

Rapport de marché EN 24 Pages

Citi 2026-08-02

Taiwan Economics: 2Q26A GDP: Another Beat on Exports and Investment Strength

Rapport économique EN 10 Pages

Citi 2026-08-02

South Korea Economics: Raising Our 2026E Current Account Surplus to 18.2% of GDP

Rapport économique EN 12 Pages

JPMorgan 2026-07-30

Philippines: Trade deficit narrows in June: Tech exporters start to pass on higher import costs

Rapport sectoriel EN 9 Pages

Morgan Stanley 2026-07-30

Asia Economics: AI capex, oil, the Fed, tariffs, and El Niño: climbing the wall of worry

Rapport sectoriel EN 9 Pages