This report covers market insights across Asia and Western Europe, highlighting strong AI supply chain momentum in Taiwan and resilience in China's banking sector, alongside corporate updates for BMW and Stellantis.
Key Takeaways
- 1.Taiwan technology sector shows strong momentum in AI/data center supply chains, delivering upbeat 2Q26 results.
- 2.China bank earnings expected to remain resilient in 2Q26 despite slight revenue growth deceleration.
- 3.BMW faces weak Q2 26 sales in China, leading to concerns about second-half performance.
Table of Contents
- Asia
- Western Europe
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Laura (Chia Yi) ChenJudy ZhangCalvin LeungFilipe NielsenHarald C Hendrikse
Securities
AKZO.ASSTLAM.MIBMWG.DE
Themes
AI Supply Chain MomentumAutomotive Sector SeasonalityChina Economic Resilience
Regions
Asia PacificEuropeNorth AmericaTaiwanChinaUnited States