Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul><li>China's smartphone market is shifting towards premium models, with Huawei and Apple leading sales in Q1 2026.</li><li>TSMC projects over 15% revenue growth for Q2 2026, driven by N3 margins that exceed industry averages.</li><li>Taiwan's investment in China has plummeted from 84% to 4%, significantly impacting global manufacturing trends.</li></ul>

China's smartphone market is shifting towards premium models, with Huawei and Apple leading sales in Q1 2026.TSMC projects over 15% revenue growth for Q2 2026, driven by N3 margins that exceed industry averages.Taiwan's investment in China has plummeted from 84% to 4%, significantly impacting global manufacturing trends.

Tech Supply Chain Tracker (17-Apr-2026): Premium smartphones rise; Huawei, Apple dominate

Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

<ul><li>DBS: Higher inflation to boost Parkway Life REIT's income.</li><li>UOBKH and RHB increase target prices for Delfi as cocoa prices fall.</li><li>Maybank holds 'hold' rating for Q&amp;M; M&amp;A execution crucial for re-rating.</li></ul>

DBS: Higher inflation to boost Parkway Life REIT's income.UOBKH and RHB increase target prices for Delfi as cocoa prices fall.Maybank holds 'hold' rating for Q&amp;M; M&amp;A execution crucial for re-rating.

Singapore Market Roundup (15-Apr-2026): DBS: Higher inflation to increase Parkway Life REIT

<ul><li>DBS: Higher inflation will boost Parkway Life REIT's income.</li><li>UOBKH and RHB raise Delfi's target prices as cocoa prices decline.</li><li>Maybank holds 'neutral' on Q&amp;M; M&amp;A execution vital for growth strategy.</li></ul>

DBS: Higher inflation will boost Parkway Life REIT's income.UOBKH and RHB raise Delfi's target prices as cocoa prices decline.Maybank holds 'neutral' on Q&amp;M; M&amp;A execution vital for growth strategy.

Singapore Market Roundup (14-Apr-2026): DBS: Higher inflation to increase Parkway Life REIT

<ul><li>Chew raises TeleChoice target price to 27.5 cents due to mobile logistics growth.</li><li>RHB's Yeo maintains 'buy' on HRnetGroup, raises target price to 83 cents.</li><li>Wong raises FEHT target price to 75 cents on tourism recovery and value potential.</li></ul>

Chew raises TeleChoice target price to 27.5 cents due to mobile logistics growth.RHB's Yeo maintains 'buy' on HRnetGroup, raises target price to 83 cents.Wong raises FEHT target price to 75 cents on tourism recovery and value potential.

Singapore Market Roundup (17-Mar-2026): Chew raises TeleChoice target to 27.5 cents on growth.

<ul><li>CGSI keeps 'add' on Oiltek, lowers target to 94 cents due to reduced revenue.</li><li>Chew of PhillipCapital increases Geo Energy's target price to 75 cents.</li><li>ST Engineering and Addvalue benefit from defense trends, says Maybank.</li></ul>

CGSI keeps 'add' on Oiltek, lowers target to 94 cents due to reduced revenue.Chew of PhillipCapital increases Geo Energy's target price to 75 cents.ST Engineering and Addvalue benefit from defense trends, says Maybank.

Singapore Market Roundup (16-Mar-2026): CGSI maintains 'add' rating on Oiltek, target at 94 cents.

Malaysia

Malayan Banking Berhad operates as a bank. The Company provides financial services such as insurance, asset management, stock broking, nominee services, venture capital, leasing, and Internet banking. Malayan Banking Berhad serves customers in South East Asia.

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Maybank (MAY MK)

Tech Supply Chain Tracker (17-Apr-2026): Premium smartphones rise; Huawei, Apple dominate

China's smartphone market favors premium models led by Huawei and Apple, while TSMC expects 15% revenue growth, and Taiwan's investment in China...

Tech Supply Chain Tracker

Singapore Market Roundup (15-Apr-2026): DBS: Higher inflation to increase Parkway Life REIT

DBS sees higher inflation boosting Parkway Life REIT's income. UOBKH and RHB raise Delfi's target prices as cocoa prices drop. Maybank maintains...

Singapore Market Roundup

Singapore Market Roundup (14-Apr-2026): DBS: Higher inflation to increase Parkway Life REIT

DBS expects higher inflation to increase Parkway Life REIT's income. UOBKH and RHB raise Delfi's targets as cocoa prices fall; Maybank stays...

Singapore Market Roundup

Singapore Market Roundup (17-Mar-2026): Chew raises TeleChoice target to 27.5 cents on growth.

Chew raises TeleChoice target to 27.5c; RHB's Yeo maintains 'buy' on HRnetGroup, target at 83c; Wong raises FEHT target to 75c on tourism recovery.

Singapore Market Roundup

Singapore Market Roundup (16-Mar-2026): CGSI maintains 'add' rating on Oiltek, target at 94 cents.

CGSI maintains 'add' on Oiltek, lowering target to 94 cents. Chew raises Geo Energy's target to 75 cents. ST Engineering and Addvalue benefit from...

Singapore Market Roundup

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