GLOBAL RESEARCH ARCHIVE

Japan Essentials - 08 Sep 2026

Published: 2026-09-08Institution: Macquarie ResearchCompany / ticker: 000720.KS,0020.HK,002352.SZ,002472.SZ,002475.SZ,0027.HK,0100.HK,034020.KS,0700.HK,0780.HK,1024.HK,1128.HK,1303.TW,1384.HK,1519.HK,1560.TW,161890.KS,1698.HK,1928.HK,192820.KS,2057.HK,2076.HK,2282.HK,2330.TW,2360.TW,2382.HK,2449.TW,2454.TW,2455.TW,2513.HK,251970.KQ,2556.HK,2618.HK,278470.KS,3037.TW,3189.TW,3317.HK,3443.TW,3661.TW,3690.HK,4749.TWO,483650.KS,6196.TW,6223.TWO,6594.T,6618.HK,6669.TW,6682.HK,6857.T,7769.TW,92Sy.D,9618.HK,9618.HK,9626.HK,9626.HK,9698.HK,9698.HK,9888.HK,9888.HK,9961.HK,9988.HK,9988.HK,9999.HK,9999.HK,AMMB.KL,AVGO.OQ,CIMB.KL,CRWD.OQ,HLBB.KL,MBBM.KL,MDB.OQ,PDD.OQ,PUBM.KL,RHBC.KL,SNOW.N,THAI.BK,TLKM.JK,ZS.OQPages: 43Original language: 英语

000720.KS coverage 002352.SZ coverage 002472.SZ coverage 002475.SZ coverage 0027.HK coverage Macquarie Research research

Research evidence excerpt

Macquarie Equity Research – Essentials

08 September 2026

Japan Essentials

Luxshare (Outperform)

Macquarie Asia Tech Conference 2026

Cherry Ma

Shuanghuan (Outperform)

Termination of spin-off; overhang removed

Daisy Zhang, CFA

Sunny Optical (Outperform)

Macquarie Asia Tech Conference 2026

Cherry Ma

MacVisit: SenseTime

One Model System, One Token Factory, One Agent Harness

Candis Chan

MacVisit: Marketingforce Management Ltd

AI agent becoming the major growth engine

Candis Chan

Deepexi Technology (Initiating Coverage with Outperform)

Initiation: Manufacturing AI moat

Candis Chan

Phancy Group (Initiating Coverage with Outperform)

Initiation: Pivoting into AI infrastructure

Candis Chan

Shenzhen Xunce Technology (Initiating Coverage with

Outperform)

Initiation: Data has to be AI-ready

Candis Chan

Telkom Indonesia (Persero) (Outperform)

Dividend potential from unicorns

Indra Cahya, CFA

Nidec (Neutral)

Results of quality violation investigation

Hiroshi Taguchi

Hyundai E&C (Outperform)

Korea-US investment framework could create upside to our 2030 backlog

forecast

James Hong

Doosan Enerbility (Outperform)

US catalysts are stacking up

Jaeseo Lee

Kinik (Outperform)

Macquarie Asia Tech Conference 2026

Arthur Lai

Advanced Echem Materials (Initiating Coverage with Outperform)

Initiation: Key localisation beneficiary

Nan Ya Plastics (Initiating Coverage with Outperform)

Initiation: Full-fledged recovery

Linda Huang, CFA

research/disclosures

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Japan Essentials - 08 Sep 2026

Research evidence excerpt

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