Early Morning Research Recap

This report provides a daily summary of equity research ratings, target price changes, and thematic insights across global markets for July 6, 2026. It covers sector-specific previews, commodity price forecasts, and regional strategy updates.

Key Takeaways

• 1.Aluminium 2027 price forecast lowered to $2,700/t due to faster Mideast supply recovery.
• 2.Semiconductors 2Q preview suggests broad upside potential but elevated stock valuations raise the bar for earnings performance.
• 3.Continued significant foreign outflows observed from Korea and Taiwan markets.

Table of Contents

• Macro/Global
• Americas
• Europe
• Asia
• The Macro Round-Up
• STRATEGY
• COMMODITIES
• Rating and Conviction List Changes
• Links to Rating and Conviction List Changes
• Notable Stock Research to Consider

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial