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GLOBAL RESEARCH ARCHIVE

Asia Essentials - 07 Sep 2026

Published: 2026-09-07Institution: Macquarie ResearchCompany / ticker: 9903.HK,AP.PS,BGRIM.BK,GULF.BK,HLL.NS,HVEL.NS,MER.PS,MWC.PS,MYNLD.PS,PGEO.JK,POLC.NS,SCIL.SI,TENA.KL,ULTC.NS,YTLP.KLPages: 10Original language: 英语

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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