INDUSTRY RESEARCH HUB
Financials Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the financials industry.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Update August 21, 2026 02:20 AM GMT Morgan Stanley Asia Limited+ 3SBio | Asia Pacific Alexis Yan, CFA Equity Analyst 1H26 Sales In-line, Adj. NP Above; Next Catalyst PD-1/ VEGF Update at ESMO …
Model Update Post F1Q27 Results2026-08-21 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 21, 2026 02:05 AM GMT Morgan Stanley India Company Private Limited+ Niva Bupa Health Insurance | Asia Pacific Subramanian Iyer Equity Analyst Model Update Post F1Q27 Results …
Visa, Mastercard: Time to rethink/revisit the U.S. Card growth debate?2026-08-20 · Bernstein20 August 2026 Payments, Processors & IT Services Visa, Mastercard: Time to rethink/revisit the U.S. Card growth debate? Harshita Rawat, CFA Simran Ratani Viola Chen ‘How much secular growth runway remains in the U.S.’ used to be a key investor question until…
Quick Take: Dino H1-26 - Deflation impact as bad as expected2026-08-20 · Bernstein20 August 2026 Richard Trainor European Food Retail Dino Polska SA William Woods Rating Underperform Alice Buckley Price Target DNP.PW 25.00 PLN Rhea Gudiwala Quick Take: Dino H1-26 - Deflation impact as bad as expected …
Risk Reward Update: AU Small Finance Bank Ltd | Asia Pacific2026-08-20 · Morgan StanleyBank of East Asia (0023.HK): Thoughts Post 1H26 Results: On Track for Credit Cost Normalization2026-08-20 · CitiRisk Reward Update: Go Digit General Insurance | Asia Pacific2026-08-20 · Morgan Stanley1H26 Results Miss with Lower Margins; Stay EW2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:39 PM GMT Stella International Holdings Ltd | Asia Pacific Morgan Stanley Taiwan Limited+ Terence Cheng Equity Analyst 1H26 Results Miss with Lower Margins; Stay EW …
High Growth Stays; Revised Up FY26 Slightly2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:23 PM GMT Atour Lifestyle Holdings Ltd | Asia Pacific Morgan Stanley Asia Limited+ Dan Chee Equity Analyst High Growth Stays; Revised Up FY26 Slightly …
Strong 2Q26 Results2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:24 PM GMT JL Mag Rare-Earth Co. Ltd | Asia Pacific Morgan Stanley Asia Limited+ Rachel L Zhang Equity Analyst Strong 2Q26 Results Chris Jiang Equity Analyst …
Australian Finance Group (AFG.AX): A solid result, yet housing slow down weigh on FY27E2026-08-20 · CitiVi ewp oint | 20 Aug 2026 09:30:04 ET │ 14 pages Australian Finance Group (AFG.AX) A solid result, yet housing slow down weigh on FY27E CITI'S TAKE AFG delivered a solid FY26 result (profit +39%), albeit partly due to one-off income.…
Risk Reward Update2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:31 PM GMT Morgan Stanley Australia Limited+ Brambles Ltd. | Asia Pacific Joseph Michael, CFA Equity Analyst Risk Reward Update What’s Changed Brambles Ltd. (BXB.AX) …
2Q26 Beat; Targeting Sustained Growth at Stable Margins2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 12:57 PM GMT Morgan Stanley Asia Limited+ APT Medical Inc | Asia Pacific Alexis Yan, CFA Equity Analyst 2Q26 Beat; Targeting Sustained Growth at Stable Margins …
1H26 Results in-line with Our Estimates; Capex Guided Up2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 12:58 PM GMT Morgan Stanley Asia Limited+ J&T Global Express Ltd | Asia Pacific Qianlei Fan, CFA Equity Analyst 1H26 Results in-line with Our Estimates; Capex Guided Up …
US Diversified Utilities: Texas Hearing: More Data Center Guardrails, 765kV Build to Continue2026-08-20 · CitiFlash | 20 Aug 2026 08:55:50 ET │ 9 pages US Diversified Utilities Texas Hearing: More Data Center Guardrails, 765kV Build to Continue CITI'S TAKE We listened to yesterday’s 12-hour Texas House State Affairs hearing on …
1H26 Beat with CM310 Guidance Raised; Rich 2H Catalyst Pipeline: Keymed Biosciences Inc. | Asia Pacific2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 12:34 PM GMT Morgan Stanley Asia Limited+ Keymed Biosciences Inc. | Asia Pacific Jack Lin Equity Analyst 1H26 Beat with CM310 Guidance Raised; Rich 2H Catalyst Pipeline …
AIA Group (1299.HK) Model Update2026-08-20 · CitiPrimary-source evidence
Estee Lauder reported fiscal 2026 net sales of $15,049 million, up 5% from $14,326 million, and net earnings of $182 million, a turnaround from a net loss of $1,133 million in fiscal 2025. Operating margin improved to 5.2% from -5.5%.…
6-K2026-08-18 · SEC EDGAR · 6-KAmer Sports, Inc. filed a Form 6-K on August 18, 2026, announcing its financial results for the second quarter ended June 30, 2026. The report includes a press release as Exhibit 99.1 but does not disclose specific financial figures.…
8-K2026-08-13 · SEC EDGAR · 8-KApplied Materials filed an 8-K on August 13, 2026, announcing its financial results for the third quarter ended July 26, 2026. The press release attached as Exhibit 99.1 contains details, but no specific figures are provided in this filing.…
8-K2026-08-12 · SEC EDGAR · 8-KAmcor plc filed a Form 8-K on August 12, 2026, announcing its financial results for the fourth quarter and fiscal year ended June 30, 2026. The results were disclosed via a press release furnished as Exhibit 99.1.…
10-Q2026-08-07 · SEC EDGAR · 10-QRayonier completed its merger with PotlatchDeltic on January 30, 2026, adding a Wood Products segment and expanding timberlands to ~4.1 million acres. Q2 2026 net income was $19.2 million, while H1 net income was $6.7 million, impacted by merger costs.…
8-K2026-08-06 · SEC EDGAR · 8-KAmrize Ltd filed an 8-K on August 6, 2026, announcing Q2 2026 financial results and disclosing prior period misstatements. The company concluded that correcting these misstatements would be material to current and forecasted results, so it provided revised fin…
10-Q2026-08-06 · SEC EDGAR · 10-QMercadoLibre reported Q2 2026 net revenues and financial income of $10.17 billion, up 49.8% YoY, but operating margin fell from 12.2% to 6.7% due to lower free shipping threshold in Brazil, higher shipping costs, and increased credit provisions.…
Questions this evidence can help answer
- Which financials companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?