The Global Point

This report provides regional market updates from Asia, CEEMEA, and Western Europe, highlighting stock-specific insights in gaming, technology, and consumer apparel.

Key Takeaways

• 1.Quarterly consumer survey suggests incremental positive for Nike (NKE) ahead of 4Q26 results despite weaker macro trends.
• 2.Macau Gaming GGR expected to face short-term weakness due to major soccer tournament, but bullish outlook remains on valuation grounds.
• 3.Han's CNC (3200.HK) raised earnings forecasts following orders from SLP1 following AI infrastructure order success, specifically for 1.6T optical transceiver equipment.

Table of Contents

• Top Call
• Asia
• CEEMEA
• Western Europe