GLOBAL RESEARCH ARCHIVE
Asia Essentials - 07 Sep 2026
Research evidence excerpt
Macquarie Equity Research – Essentials
07 September 2026
Asia Essentials
Iluvatar (Outperform)
2
Investor meetings takeaways: New product cycle to resonate with CSP
customers
Hindustan Unilever (Outperform)
Sharper playbook; limited incremental specifics
Aboitiz Power (Outperform)
Expanding capacity, resilient earnings
India Consumer Durables
Mark Li
3
Avi Mehta, CFA
4
Karisa Magpayo
5
Ultratech: Aggressive market-share target
Ashish Jain
How Not to Pursue Industrial Policy
6
Viktor Shvets
The Epic Fall of the World's “Most Important” Industry
7
Larry Hu
The Week Ahead
The ECB to hike
8
Anita Chao
research/disclosures
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