Group 1 - TSMC reported a 35% year-on-year increase in net profit for Q4 2025, reaching approximately $16 billion, with a gross margin exceeding 60% for the first time. The company expects a 40% revenue growth in Q1 2026, projecting $35.8 billion in revenue and a 37% increase in annual capital expenditure to $56 billion [2] - Goldman Sachs plans to raise $16 billion through the issuance of investment-grade bonds, marking the largest such issuance in Wall Street history. This transaction is part of three bond issuances launched after the quarterly earnings reports from the six major banks [2] - Boston Scientific announced the acquisition of Penumbra for $14.5 billion, with a per-share price of $374, representing a 19% premium over the pre-acquisition price. The deal aims to enhance the company's cardiovascular product portfolio and strengthen its competitive position in the global medical device market [2] Group 2 - SAIC Motor expects a net profit growth of 438%-558% in 2025, driven by significant increases in electric vehicle sales, supply chain cost optimization, and successful overseas market expansion [5] - Zijin Mining anticipates a net profit of 20 billion to 20.8 billion yuan for 2025, reflecting a year-on-year increase of 47.8% to 53.71%, supported by rising prices and volumes of key products like copper and cobalt [6] - Longpan Technology expects procurement transactions with CATL to reach up to 7 billion yuan in 2026, enhancing strategic cooperation in the new energy supply chain [5] Group 3 - Microsoft has raised $12.5 billion for its AI project in collaboration with BlackRock, aiming for a total of $30 billion, and has signed an AI content training agreement with Wikipedia [8] - Tesla is testing a custom 5G modem with Samsung, expecting to supply it in the first half of the year, while projecting a 59% market share in the U.S. electric vehicle market by 2025 [8] - Morgan Stanley reported Q4 2025 net revenue of $17.89 billion, a 10.3% year-on-year increase, with net profit of $4.4 billion, driven by strong performance in investment banking and wealth management [8]

Group 1 - Mitsubishi Motors launched a new SUV "Destinator" in Jakarta, Indonesia, aiming to strengthen its market presence in Southeast Asia amid declining market share due to competition from Chinese companies [2] - The "Destinator" is a 3-row, 7-seater mid-size SUV equipped with a 1.5-liter turbocharged engine and five driving modes suitable for ASEAN conditions, set to be released on July 23 [2] - Mitsubishi plans to sell 10,000 units of the "Destinator" in Indonesia by 2025, which would account for over 10% of its projected sales in the country for 2024 [3] Group 2 - Indonesia, with a population of 280 million, is the largest new car market in ASEAN, where Mitsubishi holds an 8% market share, ranking third after Toyota and Honda [5] - The competitive environment is intensifying, with new car sales in Indonesia expected to decline by 14% in 2024, dropping to 860,000 units, and a further 9% decrease in the first half of 2025 [5] - Mitsubishi aims to expand its electric vehicle (EV) offerings and plans to localize EV production in Indonesia, taking advantage of tax incentives for hybrid vehicles [5] Group 3 - Mitsubishi's operating profit in ASEAN fell from 63.6 billion yen in FY2019 to 19.8 billion yen in FY2024, indicating a significant decline in profitability [7] - The company anticipates a 28% decrease in consolidated operating profit for FY2025, down to 100 billion yen, largely due to the impact of U.S. tariffs [7] - The strategic importance of ASEAN is increasing for Mitsubishi as the company seeks to navigate challenges in the U.S. market and capitalize on the growing middle class in the region [7]