UBS Sell-side卖方

Equities Tactical Top Picks

Oct 12, 202626 pages页

From the report报告摘录Regional Disparity: Asia-Pacific underperformed (-6.2% abs, -4.1% rel) vs.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Marke ng Material - not for UBS Switzerland AG onward distribu on

Equities - Tactical Top Picks Unified Global Markets PMA Equity Sales

Open Ideas Closed Ideas Company One Pagers Disclosures

Equities - Tactical Top Picks Overview

UBS Ra ng | Absolute Region Name Remark Ticker Inception Date Inception Price UBS Price Target Current Price Currency CIO Preference* Performance

Galderma Group Rg GALD SW Buy | MP 21/09/ CHF 2.3% SWITZERLAND Straumann Hldg Rg STMN SW Buy 07/09/ CHF -3.4%

Siemens N NEW SIE GR Buy | MP 12/10/2026 330 EUR

Barclays Rg BARC LN Buy | MP 14/09/ GBP -10.2% EMEA ROCKWOOL Br/Rg-B ROCKB DC Buy 31/08/ DKK -11.3%

Prysmian N PRY IM Buy | MP 20/07/ EUR -1.4%

Boeing Co Rg BA US Buy | MP 05/10/ USD -1.2%

Johnson Ctr Int Rg JCI US Buy | MP 05/10/ USD 0.4%

AMERICAS Lam Research Rg LRCX US Buy | MP 21/09/ USD 5.6%

Barrick Mining Rg B US Buy 08/09/ ** 58.53 CAD -3.8%

Expedit Intl Was Rg EXPD US Buy 17/08/ USD 2.6%

APAC Orica Rg ORI AU Buy | MP 22/09/ AUD 1.5%

* MP = CIO Most Preferred. **Price target is in different currency. Return since incep on shows total return including dividend yield. Past performance figures refer to the past and past performance is not a reliable indicator of future performance. Fees & poten al currency fluctua ons are not considered, but may impact individual performance accordingly. Current prices as of latest data available on publica on date. Source: UBS Research, as of 12/10/2026.

Read the full report + PDF阅读全文与 PDF

The full summary (5 key points) and the original UBS PDF are for MastermindX Pro members. 完整摘要(5 个要点)与 UBS 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究,供参考与学习;其中评级与观点均属作者本人。浏览完整研报库 →