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    最近 50 篇研报摘要(供检索与快速浏览,更新于 2026-10-23 11:50)
    1. Hearing Aids | Europe: September-26 VA data: Demant momentum continuesMorgan Stanley · 2026-10-23 · 9页
    2. CEEMEA Economics Weekly | EEMEA: Steady Through SwingsMorgan Stanley · 2026-10-23 · 13页
    3. Western Digital: F1Q27 Review: Pricing Momentum and EB Recovery Support Positive Earnings Revision; Capex Concerns OverblownJPMorgan · 2026-10-23 · 12页
    4. Asia Economics & Strategy Daily: EM Strategy Weekly, BOJ preview, BI rate view, NZ CPI, BoK ReviewCiti · 2026-10-23 · 13页
    5. US Biotechnology: HDV KOL Expresses Favorable View of Brelovitud; Hepcludex Offers Valuable New Option but Unmet Need RemainsCiti · 2026-10-23 · 14页
    6. Alpek (ALPEKA.MX): Increasing TP to P$18.0/share on strong earnings momentumCiti · 2026-10-23 · 15页
    7. Previews: 26th October - 6th NovemberMorgan Stanley · 2026-10-23 · 19页
    8. Another beat & raise driving upgradesMorgan Stanley · 2026-10-23 · 17页
    9. Recovery on track; focus on BPS: 2027 outlookMorgan Stanley · 2026-10-23 · 16页
    10. Vinci SA | Europe: Cheap But No CatalystMorgan Stanley · 2026-10-23 · 17页
    11. LatAm Equity Strategy: 3Q26 Earnings Tracker: Limited Upside, Guidance Drives the TradeJPMorgan · 2026-10-23 · 13页
    12. Toast Inc (TOST.N): More on the MenuCiti · 2026-10-23 · 16页
    13. Fund Flow Insights: Asia saw large inflows into ETFs but had net foreign outflowsCiti · 2026-10-23 · 33页
    14. Central Europe Diversified BanksCiti · 2026-10-23 · 13页
    15. AppFolio: 3Q26 Reveals No Major Surprises; Management Remains Conservative on Unit Growth and MarginsJPMorgan · 2026-10-23 · 13页
    16. Narrative and technicals (Cybersecurity), China SOE Banks (NIM dynamics)JPMorgan · 2026-10-23 · 8页
    17. Building Products: PulteGroup (PHM-US) - Read through from 3Q26 resultGoldman Sachs · 2026-10-23 · 8页
    18. SS&C Technologies: Work(HQ)ing Overtime - 3Q Implies Solid Organic Growth but Management Guide Envisages Deceleration in 4Q26E, Reflecting Renewal TimingJPMorgan · 2026-10-23 · 15页
    19. Zhejiang Dingli Machinery - A: Read-across from United Rentals’ capex riseJPMorgan · 2026-10-23 · 9页
    20. Union Pacific: Christmas Wish ListsJPMorgan · 2026-10-23 · 13页
    21. Chennai Petroleum: Beats WellMorgan Stanley · 2026-10-23 · 7页
    22. Omnicom Group Inc. | North America: Stronger Org Revs, Inline EBITA, Stay EWMorgan Stanley · 2026-10-23 · 13页
    23. Adani Energy Solutions Limited | Asia Pacific: F2Q27: Energy Solutions Drive BeatMorgan Stanley · 2026-10-23 · 8页
    24. Too Little, Too Late?: Seatrium Limited | Asia PacificMorgan Stanley · 2026-10-23 · 7页
    25. In case you missed it, Aussie Most Read Publications: 13 Oct to 19 Oct 2026JPMorgan · 2026-10-23 · 5页
    26. Bimbo (BIMBOA.MX): 3Q26 Review & CC Highlights: Good Results. Positive Mexico; U.S. Efficiencies Support MarginsCiti · 2026-10-23 · 12页
    27. US Semiconductor Equipment: What are Investors Asking? Downside ScenariosCiti · 2026-10-23 · 13页
    28. Beach Energy Limited (BPT.AX): Taroom optionality at a reasonable price... but nearer term headwinds out-weigh.Citi · 2026-10-23 · 15页
    29. Blackstone: 3Q26: Robust Fundraising in the Quarter – Mgmt. Focuses on the Building Blocks for Growth in FY27JPMorgan · 2026-10-23 · 13页
    30. Japan economic calendarJPMorgan · 2026-10-23 · 5页
    31. In case you missed it, Asia’s Most Read Publications: 13 Oct to 19 Oct 2026JPMorgan · 2026-10-23 · 6页
    32. In case you missed it, Japan Most Read Publications: 13 Oct to 19 Oct 2026JPMorgan · 2026-10-23 · 6页
    33. Omnicom Group: Q3 Organic Beat and Guide Raise, but Reduce 2026 EPS on Margin CommentaryJPMorgan · 2026-10-23 · 12页
    34. Japan: September CPI confirms accelerating inflation trendJPMorgan · 2026-10-23 · 12页
    35. Gentherm: Mixed Q on Inflation Headwinds; Risk-Reward Highly Compelling as Differentiated Growth, Margin Expansion, and Buybacks Likely to Drive Above-Average EPS Growth in 2027 (and Beyond)JPMorgan · 2026-10-23 · 12页
    36. Electronic Components Sector: Western Digital‘s 1Q FY2027 results: Implications for Japan‘s electronic components sectorJPMorgan · 2026-10-23 · 10页
    37. 日本株調査:今週最も読まれたレポート:10月13日~10月19日JPMorgan · 2026-10-23 · 5页
    38. US Auto Manufacturers: Data Flash: US BEV & Electrified DataCiti · 2026-10-23 · 12页
    39. North America Telecommunications Infrastructure: Press Reports SpaceX In Discussions to Build a Dense National Wireless NetworkCiti · 2026-10-23 · 18页
    40. Philippines Economics: Raising our forecast terminal policy rate to 6.0%Citi · 2026-10-23 · 10页
    41. Japan Machinery: Machine Tools: September 2026: JMTBA final ordersGoldman Sachs · 2026-10-23 · 6页
    42. Magellan Financial Group (MFG.AX): Model update: Weaker 1Q27 from Financial Markets and IM; Larger synergies flaggedGoldman Sachs · 2026-10-23 · 8页
    43. Temple & Webster Group (TPW.AX): Trading improves and guidance reaffirmed; brand trial supports strategy shiftGoldman Sachs · 2026-10-23 · 6页
    44. SUBARU Announces Outback Price Revision in the US:Effective MSRP Cut of 2-6%Morgan Stanley · 2026-10-23 · 8页
    45. ASUR | Latin America: 3Q26 MissMorgan Stanley · 2026-10-23 · 9页
    46. Carpenter Technology: F1Q Results: Light Guide Amid Weak Sentiment; Stay OW-Rated Awaiting Structural A&D AccelerationJPMorgan · 2026-10-23 · 12页
    47. Ryder System, Inc.: Slow and SteadyJPMorgan · 2026-10-23 · 11页
    48. TGS ASA (TGS.OL): Fully booked vessels and higher pricing point to a stronger 2027; Reiterate Buy (on CL)Goldman Sachs · 2026-10-23 · 23页
    49. Chow Tai Fook Jewellery Group (1929.HK): 2QFY27SSSG on track, 1H NP ahead of GSe with hedging gains likely more than offset GPMGoldman Sachs · 2026-10-23 · 8页
    50. SG Property Intelligence: KDCREIT – Powering through; ASEAN Caravan – Asset Managers, Property REITs – selective positioningJPMorgan · 2026-10-23 · 12页

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