AIDC Power Supply Chain, KR E&C; ME Reconstruction Opportunity, KR Defense; RHM/ LIG D&A MOU: APAC Industrial & Auto Sector Specialist Sales Commentary Auto & EV - Equipment - Machinery - E&C - A&D

研报英文原文证据摘录

AIDC Power Supply Chain, KR E&C; ME Reconstruction Opportunity, KR Defense; RHM/ LIG D&A MOU: APAC Industrial & Auto Sector Specialist Sales Commentary Auto & EV - Equipment - Machinery - E&C - A&D

ent over Asian defense names, with investors focusing on structural earnings and order momentum post

the expected peace deal announcement that had weighed on defense sentiment. The RHM and LIG D&A partnership highlights

the growing need for aerospace defense and missile systems, underscoring Hanwha Aero and LIG D&A’s capabilities (Smon

Han) Also worth noting, JP Defense Minister Koizumi revealed that a European cabinet member requested Japanese defense

equipment imports, following recent rule changes enabling exports of lethal assets like escort ships and fighter jets (Nikkei),

highlighting key Japan defense names—especially those most exposed to missiles, such as MHI and MELCO.

• AI DC Power Supply Chain: Grid Constraints and SOFC Policy Tailwinds Drive New Era for AIDC Onsite Power - Karen

Li

• KR E&C: Middle East Reconstruction Positive for Korean EPCs if Govt Steps Up; OW Hyundai EC & Doosan - Sonny Lee

• KR Defense: Rheinmetall LIG D&A partners on NATO Missile Systems: Tune in for more from Eursatory 2026 - Simon Han

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AIDC Power Supply Chain: Grid Constraints and SOFC Policy Tailwinds Drive New Era for AIDC Onsite Power - Karen

• Our expert call on AIDC onsite power solutions highlighted accelerating global demand for high-reliability backup

and onsite power, driven by grid constraints and surging data center investment in China, the US, and globally.