M Idea July 27, 2025 10:00 PM GMT Asia | Asia Pacific Three Actionable Ideas CK Hutchison Holdings – OW | Bridgestone – OW | Foxconn Industrial Internet – OW OW – Foxconn Industrial Internet (601138.SS): We expect FII to benefit from China's AI development when NVIDIA resumes GPU shipments to China, given its supply exposure to major CSPs. Globally, AI demand into 2026 should continue to drive FII's AI server and network device offerings. Links to reports: CK Hutchison Holdings: Navigating a Multipolar Worl ...

Asia | Asia Pacific Three Actionable Ideas M Idea June 8, 2025 10:00 PM GMT | As of June 3 | Absolute | Relative* | | --- | --- | --- | | No. of ideas | 1353 | | | Cumulative Outperformance (bps) | 6,831 | | | Avg holding period total return | 3.0% | 1.5% | | Avg 12M total return** | -1.9% | -0.2% | | | 1353 | | | No. of positive returns | 719 | 678 | | Hit ratio | 53% | 50% | Source: Morgan Stanley Research, DataStream Refinitiv, Bloomberg. Performance data as at Jun 3, 2025. Cumulative outperformance: aga ...

M Idea May 11, 2025 10:00 PM GMT Asia | Asia Pacific Three Actionable Ideas Xiaomi – OW | Will Semiconductor – OW | Accton Technology – OW OW – Xiaomi (1810.HK): We believe the launch of Xiaomi's SU7 Ultra has kicked off its luxury car journey, and the launch of its second EV, YU7, could also be a significant positive catalyst in 2025. Raise PT to HK$62. OW – Will Semiconductor (603501.SS): We dive into the AI glasses supply chain and identify key potential semiconductor beneficiaries if AI glasses shipment ...