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Morgan Stanley: Reinstates coverage research on Baker Hughes Oilfield Services (BKR.O), giving it an overweight rating and a target price of $70.Argus Research: Upgrades SpaceX (SPCX.O) from Hold to Buy.Lingbao Gold (03330.HK): The exploration work of the Group’s subsidiary, Habahe County Huayuan Mining Co., Ltd., has made significant progress. As of June 30, 2026, the reserves have jumped from 13.20 tons at the end of 2025 to 53.94 tons.On August 7th, Samantha Dart, co-head of global commodities research at Goldman Sachs, stated that Europe is facing dual risks to diesel and natural gas supplies ahead of winter. Data shows that the benchmark European natural gas futures (TTF) fell 7% this week to approximately €54 per megawatt-hour, but Dart maintained her forecast of reaching €60 for the remainder of the third quarter. European natural gas inventories are currently at approximately 57.87%, about 18 percentage points lower than the average level from 2009 to 2025. Lower-than-expected LNG imports in Northwest Europe in July resulted in end-of-month inventories of only about 43%, increasing pressure for winter restocking. Dart predicts that if Middle Eastern energy exports recover slowly, European TTF natural gas prices could rise above €100 per megawatt-hour in December, 110% higher than the previous benchmark forecast of €50 per megawatt-hour; if shipping in the Strait of Hormuz resumes smoothly, prices could fall back to around €40, 20% lower than the previous forecast.Morgan Stanley raised its price target for Microchip Technology (MCHP.O) from $94.00 to $103.00.

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