GLOBAL RESEARCH ARCHIVE

Asia Essentials - 08 Sep 2026

Published: 2026-09-08Institution: Macquarie ResearchCompany / ticker: 000720.KS,002352.SZ,002475.SZ,0027.HK,002821.SZ,002821.SZ,0100.HK,015760.KS,028260.KS,034020.KS,0700.HK,0780.HK,083650.KQ,1024.HK,1128.HK,1519.HK,1560.TW,161890.KS,1698.HK,1928.HK,192820.KS,2057.HK,2076.HK,2268.HK,2282.HK,2330.TW,2360.TW,2382.HK,2449.TW,2454.TW,2513.HK,251970.KQ,2618.HK,278470.KS,3037.TW,3189.TW,3443.TW,3661.TW,3690.HK,483650.KS,603259.SS,603259.SS,6223.TWO,6594.T,6618.HK,6669.TW,6857.T,7701.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,AADI.JK,AMMB.KL,AXBK.NS,BAJE.NS,BANH.NS,BOB.NS,CIMB.KL,CTBK.NS,GAMU.KL,GETD.NS,HDBK.NS,HLBB.KL,ICBK.NS,IJMS.KL,INBK.NS,ITMG.JK,KTKM.NS,MBBM.KL,PDD.OQ,PUBM.KL,RHBC.KL,SBI.NS,SCOG.KL,THAI.BK,TLKM.JK,TU.BK,UNTR.JKPages: 36Original language: 英语

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

Research evidence excerpt

Macquarie Equity Research – Essentials

08 September 2026

Asia Essentials

Luxshare (Outperform)

Macquarie Asia Tech Conference 2026

Cherry Ma

Sunny Optical (Outperform)

Macquarie Asia Tech Conference 2026

Cherry Ma

GE Vernova T&D India (Outperform)

Bags Barmer II HVDC project

Rahul Gajare

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

Gamuda (Outperform)

More underground jobs Down Under

Andrew San, CFA

Kinik (Outperform)

Macquarie Asia Tech Conference 2026

Arthur Lai

Thai Union (Outperform)

Tuna prices: It's the fish, not the fuel

Kaushal Ladha, CFA

Thai Airways Intl (Outperform)

Supply clearing, earnings turn

Kaushal Ladha, CFA

Indonesia Thermal Coal

Double squeeze: RKAB curbs & El Niño tighten supply

Asia Internet Weekly: Week of 7 Sept

AI-generated videos catch eyes; concentrated model releases in US

Maxio Technology (688449 CH, Not Rated)

Macquarie Asia Tech Conference 2026

Espressif Systems (688018 CH, Not Rated)

Macquarie Asia Tech Conference 2026

Ari Jahja

Ellie Jiang

Mark Li

research/disclosures

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Asia Essentials - 08 Sep 2026

Research evidence excerpt

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