Citi
June 2, 2026
The Global Point
Market ReportEquitiesMacro Economic IndicatorsInformation TechnologyFinancials
This Citi Global Point report summarizes research updates across Asia, CEEMEA, Latin America, and Western Europe, focusing on AI platform shifts, banking neutralizations, and steel sector differentiation.
Key Takeaways
- 1.MediaTek is pivoting from a mobile chip provider to a comprehensive edge-to-cloud AI platform company, expanding into automotive and AI workstations.
- 2.Citi is turning Neutral on Polish banks as the period of high earnings growth from interest rates and falling legal costs concludes.
- 3.Kepler Weber is downgraded to Sell due to poor Brazilian farm margins and high costs of capital reducing demand for storage infrastructure.
Table of Contents
- Asia
- CEEMEA
- Latin America
- Western Europe
- Key Rating and Target Price Changes
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Authors
Laura (Chia Yi) ChenAndrzej PowierzaAndre Mazini, CFA
Securities
2454KEPL3UNINSIS
Themes
AI Platform TransformationBiofuel MomentumM&A in European Banking
Regions
Asia PacificEuropeLatin AmericaChinaPolandBrazil