June 10, 2026 08:28 AM GMT Wistron Corporation | Asia Pacific May sales up 2% m/m, +39% y/ y Key Takeaways Our view: Wistron Corporation (3231.TW, 3231 TT) Greater China Technology Hardware | Taiwan | Stock Rating | | | Overweight | | | --- | --- | --- | --- | --- | | Industry View | | | In-Line | | | Price target | | | NT$210.00 | | | Up/downside to price target (%) | | | | 33 | | Shr price, close (Jun 10, 2026) | | | NT$158.00 | | | 52-Week Range | | | NT$201.00-109.00 | | | Sh out, dil, curr (mn) | | | 3 ...

10 June 2026 | 7:46AM BST Equity Research WH Smith (SMWH.L): 3Q26 trading update: FY26 guidance downgraded and capital raise announced WH Smith issued a trading update this morning (10 June) for 3Q26 (the period of 14 weeks to June 6th). On a LFL basis, revenue was up +2% yoy (vs. the first 7 weeks of 3Q26: +2%), with 3Q LFL growth weaker across North America and RoW, but stronger in the UK vs. the prior current trading period: UK at +2% (vs. the first 7 weeks of 3Q26: +0%), North America at -1% (vs. the fi ...

10 June 2026 | 3:35PM CST Equity Research China Healthcare: May 2026 China hospital equipment bidding: Single-month bidding value marginally turned positive yoy We continue to track bidding data for 9 types of medical equipment. After five consecutive months of yoy decline since last December, the total bidding value of these 9 equipment categories recorded a slight yoy increase of +0.1% in May. We believe this is in line with our previous expectation that the sector would move from a mild yoy decline to a ...

10 June 2026 | 7:38AM BST Equity Research Pennon Group (PNN.L): FY 2026 results: EPS downgrades a negative, focus to shift to strategic update Pennon released its FY 2026 results this morning (June 10). The key highlights were: Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single fa ...

10 June 2026 | 5:44PM AEST Equity Research Air New Zealand (AIR.NZ): Data Update: Updating estimates for Air NZ's Apr26 Op stats We update our full year estimates for 2026-28 to reflect trends from Air New Zealand's April operating statistics. n Our FY26e/27e EBITDA estimates reduces by -1%/-1% while our FY28e EBITDA estimate remains largely unchanged. Our changes in FY26/27e reflects an updated capacity/ unit revenue/ fuel expense profile. With minor operating earnings adjustments and a roll-forward of our ...

10 June 2026 | 8:52AM CEST Equity Research GS Utilities Daily: Pennon FY 2026 results: EPS downgrades a negative, focus to shift to strategic update // SSE Plc: Update post FY 2026 results Alberto Gandolfi +39(02)8022-0157 | alberto.gandolfi@gs.com Goldman Sachs Bank Europe SE - Milan branch Ajay Patel +44(20)7552-1168 | ajay.patel@gs.com Goldman Sachs International Mafalda Pombeiro +44(20)7552-9425 | mafalda.pombeiro@gs.com Goldman Sachs International Dhwani Khenwar +1(332)245-7724 | dhwani.khenwar@gs.com ...

10 June 2026 | 3:32AM EDT Equity Research Royalty Pharma Plc (RPRX): 47th Annual Global Healthcare Conference — Key Takeaways Presenters: Christopher Hite, Chairman, Partnering & Investments Bottom Line: In an upbeat discussion, RPRX management provided an overview of the business and current dynamics, noting 1) there continues to be significant growth in synthetic royalties, which have grown from representing ~3% of biopharma funding (through 2024) to ~5% (through 2025), representing approximately $15 bill ...

10 June 2026 | 3:39PM JST Equity Research Japan Tech: MLCC, Substrates & Power Semis Outlook [Replay] Daiki Takayama +81(3)4587-9870 | daiki.takayama@gs.com Goldman Sachs Japan Co., Ltd. Michael Snaith +852-2978-0455 | michael.snaith@gs.com Goldman Sachs (Asia) L.L.C. We discuss where the sector currently sits in a cycle we believe could be one of the largest and longest ever. We cover the outlook across the MLCC, substrates, and power semis subsectors, highlighting key Buy-rated ideas including Murata (on ...

Europe Specialist Sales 10 June 2026 J P M O R G A N EU Staples & AI, Remy, Unilever, ... Olivia Petronilho - Specialist Sales - European Consumer AC (44-20) 3493-3709 olivia.b.petronilho@jpmorgan.com J.P. Morgan Securities plc {[{p1P2Z9iS9db6ZywqhKVZXhPiznM9OEW1re853QCD4FzlRFOjpHyePwy5VNeUBjXRuxvmj2a9ZXtVc9Vlv2EJFz-jpY9p_42QwQdXtvc1}]} • EU Staples & AI. Key takes from our Paris event • Remy: key takes from sell-side meeting • Previews: Unilever • Data & Laterals: US Nielsen, Circana • TODAY: Nothing • TOM ...

Global Equity Research This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. GEMS First To Market 10 June 2026 Top Stories | | China Home Appliance (DS Kim), China White goods, or white space? What if China HA should no longer be valued as a domestic appliance cyc ...