The Point for Asia Pacific

This report provides a market update for the Asia Pacific region for July 13, 2026, covering global equity strategy, country-specific top calls, and sector earnings previews.

Key Takeaways

• 1.Global equities maintain an Overweight stance on IT and the US, while balancing with cyclical exposures like Japan and Financials.
• 2.China Property sector holds a positive outlook, supported by potential sales growth and policy support.
• 3.Bond and equity funds saw inflows for the week of July 8, 2026, with US funds showing significant recovery.

Table of Contents

• Top Call
• Australia Banks - FY26 Earnings Preview: Is the June quarter a peak in the cycle?
• Yaskawa Electric (6506.T) - Q1 results negative - orders still solid but OP weak, full-year guidance unchanged
• China Property - Positive View: Position for a Stronger Volume Growth in Core Cities
• Taiwan Electronic Components & Equipment - Investor Feedback and Key Questions Post BBU Sector Report and Dynapack Initiation
• Country Top Calls
• Fund Flow Insights - Improvement in fund flows as markets see corrections
• Sieyuan Electric (002028.SZ) - 1H26 Earnings Miss Dragged by Forex Loss & Stake Cut at Changzhou
• Avenue Supermarts (AVEU.NS) - Metro SSG Stalls as QC Pressure Intensifies; Maintain Sell
• Indonesia Auto Manufacturers - 4W volume improvement in June due to Daihatsu Grandmax and BYD
• Thailand Retail - 2Q26 SSSG Highlights Uneven Impact of Consumption Measures
• Philippines Telecommunications - Value Unlock Coming, But Watch Out for Short-Term Flow Impact
• Key Rating and Target Price Changes

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