The Global Point

This report provides a market update on Asian semiconductor and industrial stocks, alongside a 2Q reporting season outlook for UAE real estate. It features key rating adjustments for companies such as Mediatek, Bharat Electronics, and Kingboard Laminates.

Key Takeaways

• 1.Taiwanese design service companies (e.g., Mediatek, GUC) are expected to demonstrate strong AI ASIC growth momentum into 2027.
• 2.Kingboard Laminates Holdings (KBL) raised ASP by up to 15% on various products and lifted 2026-28E earnings estimates.
• 3.A 90-day positive catalyst watch is opened on Bharat Electronics following strong defense approval trends.

Table of Contents

• Asia
• CEEMEA
• Key Rating and Target Price Changes
• Appendix A-1

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