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Most Read Research : Most Read Research - Week 8-14 May 2026

发布日期: 2026-05-15研究机构: BNP Paribas报告页数: 21原文语言: 英语证据页码: 1

研报英文原文证据摘录

Most Read Research : Most Read Research - Week 8-14 May 2026

EQUITIES

MOST READ RESEARCH

Week 8-14 May 2026

15 MAY 2026 EQUITY RESEARCH, most read last week

Production time: 07:13 (London time)

1 ASML (+): A Tale of Two Apertures

This compilation highlights our most-read Jakob Bluestone, Kohulan Paramaguru (11 May)

research reports, over the past week and

month, and also our latest Green Books 2 US TELECOMS: AWS-3 Auction: Telcos vs. SpaceX

presenting what we consider to be our Sam McHugh, Philip Burnett, Nicco Liu (14 May)

highest conviction ideas.

3 UK BANKS: Risk v Reward

Guy Stebbings, Aditi Vittal (11 May)

4 KERING (=): Life after a long-awaited show and CMD

Antoine Belge, Melania Grippo, Anthony Charchafji (13 May)

5 GAMING: Betting Battles: Predictions, proprietary polls & parlays

Charlie Muir-Sands (14 May)

STRATEGY/SRI, most read last month

1 KNOW THY NEIGHBOUR: Am AI Too Crowded?

Dennis Jose, Jason Hart (8 May)

2 ESG: Hot Stocks Q2 2026

Angela Doran, Martin Brough, Michael Clarke (27 Apr.)

3 CARBON MARKETS: Turning Hot Air into AccelerateEU

Martin Brough (20 Apr.)

4 INDIA STRATEGY: Economic Indicators: Early signs of weakness

Kunal Vora (20 Apr.)

5 INDIA STRATEGY: Middle East conflict has accelerated FII outflows

Kunal Vora (13 May)

LATEST GREEN BOOKS

⚫ GAMING: Betting Battles: Predictions, proprietary polls & parlays

⚫ TELECOM OPERATORS: STAMP 2026: Call on me

Joshua Mills, Abhilash Mohapatra, Charles de Saint Perier (14 Apr.)

⚫ ASIA TECH HARDWARE: Party AIn’t over yet

Shaotang Lee (14 Apr.)

⚫ US TELECOMS & CABLE: STAMP USA ‘26: One battle after another

Sam McHugh, Philip Burnett, Nicco Liu (8 Apr.)

⚫ CHINA SMART DRIVING: Hello driverless world

Yawen Tan, Sophia Chi, Arthur Lu (26 Mar.)

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