Citi
July 6, 2026
The Point for Asia Pacific
Weekly UpdateEquitiesRates CreditFinancialsInformation Technology
This report provides a weekly update on Asia Pacific markets, focusing on TSMC's growth outlook, the Chinese insurance sector, Hong Kong property sales, and capital flow insights for Korea and Taiwan.
Key Takeaways
- 1.TSMC is expected to raise 2026 revenue growth targets due to sustained demand for AI-related semiconductors.
- 2.Life insurers in China are expected to issue profit alerts following strong investment gains in 2Q26.
- 3.Hong Kong residential property market saw a 22-year high in new home sales volume during 1H26.
Table of Contents
- Top Call
- Country Top Calls
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Laura (Chia Yi) ChenMichelle Ma, CFAAmy Jy Chen
Securities
2330.TW0100.HK
Themes
AI semiconductor demandInsurance sector profitability
Regions
Asia PacificChinaSouth KoreaIndonesia