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Goldman Sachs (Asia) L.L.C. Research Hub
Explore high-conviction financial research and market analysis provided by Goldman Sachs (Asia) L.L.C. This hub offers a curated collection of 4 analytical reports, covering critical updates on AI hardware performance, regional market trends, and daily investment roundups.
4 reports available
Dell and Lenovo AI Hardware Performance Update
Dell and Lenovo have seen massive stock rallies following strong evidence of AI hardware monetization in servers and PCs. Goldman Sachs remains constructive on both, citing raised guidance and an emerging AI PC replacement cycle.
Dell and Lenovo AI Hardware Boom Update
Dell and Lenovo are experiencing significant stock rallies as they monetize the AI hardware boom through servers and AI-enabled PCs.
Morning Roundup
The report highlights IMF funding for Sri Lanka amid energy price spikes and a hawkish forecast shift from the Bank of Korea. It also notes record AI-driven debt issuance in Taiwan and significant corporate credit restructuring updates across Asia.
FOMO Korea
The KOSPI has surpassed 7,000 for the first time, fueled by record foreign inflows and AI-driven earnings growth. Goldman Sachs expects a further climb to 8,000 as the market undergoes a structural rerating.
All reports
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