This report provides daily equity strategy and earnings updates for the Asia Pacific region, highlighting Samsung Electronics' 2Q26 projections and China healthcare sector optimism.
Key Takeaways
- 1.Samsung Electronics 2Q26E operating profit is projected to miss consensus due to bonus provisions, despite strong fundamental growth in memory.
- 2.China healthcare sector fundamentals are improving with innovative drug pipelines, strong order books, and compelling valuations.
- 3.Japanese semiconductor equipment forecasts have been raised based on aggressive investment from logic/foundry and memory companies.
Table of Contents
- Top Call
- Country Top Calls
- Key Rating and Target Price Changes
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Authors
Peter LeeJohn YungXiaopo WeiVincent YoungMohit PandeyAnusha MadireddyMasahiro ShibanoAlicia YapJack ChenArthur PinedaLuis HiladoPreenapa Detchsri
Securities
Samsung ElectronicsJD.comBEL
Themes
Semiconductor Capital ExpenditureChina Consumption SoftnessHealthcare Sector Recovery
Regions
Asia PacificSouth KoreaChinaIndia