External broker reports(aggregated public sources), Public Investment Bank Bhd

Public Investment Bank Bhd

External broker reports(aggregated public sources)

Public Investment Bank Berhad provides investment banking services. The Company offers corporate finance, banking, securities financing, capital market, treasury, and advisory services.

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Equity Bottom-Up

D&O Green Technologies / Equity Bottom-Up

<ul><li>Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.</li><li>It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.</li><li>Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.</li><li>Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.</li><li>Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TECHNOLOGY - US AI Chip Export Restriction

Malaysia

D&O Green Technologies Bhd, through its subsidiary, manufactures semiconductor components. The Company manufactures and assembles semiconductor components under original equipment manufacturer contract manufacturing and captive line arrangements.  D&O serves multinational corporations.

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D&O Green Technologies (DOGT MK)

Heave A Sigh Of Relief

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and...

Public Investment Bank Bhd

TECHNOLOGY - US AI Chip Export Restriction

Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data...

Public Investment Bank Bhd

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