This Citi Research daily update for Asia Pacific highlights growth expectations for Taiwanese AI design services, strategic developments in Indian industrials and power, and upgraded earnings forecasts for Singaporean banks.
Key Takeaways
- 1.Taiwanese design service companies are expected to show strong AI ASIC growth momentum into 2027.
- 2.Indian government's approval of four Chinese OEMs for T&D tenders is viewed as an execution tailwind rather than a competitive threat.
- 3.Singapore bank TPs were lifted on loan growth and NIM upgrades, with preference for DBS.
Table of Contents
- Top Call
- Country Top Calls
- Key Rating and Target Price Changes
- Analyst Certification
- Important Disclosures
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Authors
Laura (Chia Yi) ChenMohit Pandey
Securities
24541888.HK2360
Themes
AI ASIC ComputingInflationary Pressures
Regions
Asia PacificTaiwanIndiaIndonesia