Recommendation: Selective Buy
The SET faced profit-taking despite gains in US stocks as oil prices and US bond yields eased. We maintain our recommendation for selective buying...
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CX Daily: China’s AI Battle Moves From Chatbots to Agents
TOP STORIES Cover Story: China’s AI Battle Moves From Chatbots to Agents Upload a set of spreadsheets to Tencent’s WorkBuddy and an agent can...
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Delta Electronics (2308 TT) - Buy Into Short-Term Weakness - Architecture Confidence Increasing.
Delta remains well placed to capture the AI power upgrade cycle, with PSU leadership extending into DC/DC, BBU and HVDC power racks as 800VDC...
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EM Active Funds: What’s Driving Performance in 2025?
Active EM funds are up 26.0% YTD—on track for their best year since 2017. Style, geography, and benchmark-independence remain key drivers of...
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TechChain Insights: COMPUTEX 2026 -- On the Ground with Physical AI's New Supply Chain
Taiwan's focus at COMPUTEX 2026's AI Robotics Zone is on supplying enabling Physical AI solutions rather than building robot brands, echoing its...
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