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Top 10 Asia Pac Ideas Quarterly: Introducing the Top 10 Asia Pac Ideas for Q3 2026

发布日期: 2026-07-01研究机构: BofA Global Research报告页数: 55原文语言: English证据页码: 1

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Top 10 Asia Pac Ideas Quarterly: Introducing the Top 10 Asia Pac Ideas for Q3 2026

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Top 10 Asia Pac Ideas Quarterly

Introducing the Top 10 Asia Pac Ideas for

Q3 2026

Top 10 Asia Pac Ideas – Q3 2026 01 July 2026

We present our new list of 10 short-term stock recommendations among Asia Pac Equity

companies we cover based on our view that these stocks could have the most significant Asia Pac Research

market and business-related catalysts in the quarter ahead.

Kaspar Lam >>

We have constructed our list by canvassing BofA Fundamental Equity Research analysts Research Analyst

to find 10 Asia Pac stocks that we cover and believe will significantly outperform/ Merrillkaspar.lam@bofa.comLynch (Hong Kong)

underperform peers in Q3 2026. We have then narrowed the list after consulting Equity Christine Tan >>

Research management, our Asia Pac strategy teams and sector heads, taking care to Research Analyst

diversify exposures and drivers. We consider only Buy-rated names for our outperform Merrillchristine.tan2@bofa.comLynch (Hong Kong)

ideas and Underperform-rated names for underperform ideas. Todd Zhou Yang Wu >>

Research Analyst

Our Q3 2026 list consists of ten Buy-rated stocks. The 10 Buy-rated stocks are China Merrill Lynch (Hong Kong)

todd.wu@bofa.com

Jushi, Eternal, Jiangxi Copper, Korean Air, MediaTek, Mitsubishi Estate, NCE

Power, NHK Spring, Samsung Electronics - preferred, Trial Holdings. ArashiResearchNishizawaAnalyst >>

BofAS Japan

How the list will be maintained and updated arashi.nishizawa@bofa.com

We will publish this list at the beginning of each quarter. Ideas will remain on the list EdwardResearchLeung,AnalystCFA >>

through the quarter, unless coverage is dropped or the recommendation changes. Any Merrill Lynch (Hong Kong)

edward.leung@bofa.com

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