Monthly Research Recap - June 2026

研报英文原文证据摘录

Monthly Research Recap - June 2026

Global Research

1 July 2026ab

US Research Equities

AmericasMonthly Research Recap - June 2026

Joseph Parkhill

Product Manager

In this monthly research recap, we highlight key pieces of research from across joseph.parkhill@ubs.com

+1-212-713 3716

the UBS Platform, including rating changes, initiations, most-read reports, and

critical market themes. We also feature UBS Quant crowding data. Peter Lennox-King

peter.lennox-king@ubs.com

Thematic: Building on the UBS Research Thematic Framework, we have +1-212-713 3215

launched the first of our thematic periodicals, examining one of the 20 long-

Ryan Bell

term themes recently outlined.

In this first edition, we focus on energy transition, a theme increasingly defined by ryan-b.bell@ubs.com

electrification, infrastructure constraints, and due to recent geopolitical events by +1-212-713 1233

energy security, rather than by decarbonisation targets alone. Perry Eisemann

Sector Top Picks: Augmenting our sector top picks in Financials, Healthcare and perry.eisemann@ubs.com

Industrials, our analysts have published their most compelling Buy-rated +1-212-713 1876

investment ideas within Consumer, Energy, Metals & Mining, Utilities, and

Cynthia Henry

Technology, Media & Telecom.

They have highlighted 28 stocks where they have a differentiated view: 8 in cynthia.henry@ubs.com

Consumer, 7 in Energy, Metals & Mining and Utilities, and 13 in TMT. +1-212-882 0076

Rating Changes: During the month of June, across 10 rating changes, our

analysts took a balanced view with 5 upgrades and 5 downgrades.

By sector, we had 10 rating changes: 2 each in Consumer and Financials, and 3

each in Healthcare and Industrials.

Across sectors, we shifted to a more positive stance on 5 stocks, upgrading them