This report highlights valuation opportunities in the China Internet sector, details corporate strategy shifts for Nike retailers in China, and examines global power grid bottlenecks.
Key Takeaways
- 1.China Internet sector shows compelling valuation opportunities despite underperformance.
- 2.Grid constraints and power bottlenecks are hindering AI infrastructure growth.
- 3.Samsung to announce a massive W1,000tr-range investment in South Korean semiconductors and AI.
Table of Contents
- Top Call
- Country Top Calls
- Key Rating and Target Price Changes
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Authors
Alicia YapBrian GongYuta NishiyamaXiaopo WeiVincent YoungAnthony YuenKyna WongKunal Shah
Securities
Nitto BosekiKMB IS
Themes
AI InfrastructureCorporate Leadership Transition
Regions
Asia PacificChinaSouth KoreaIndonesia