--- title: "3 Asian stocks to buy now: Morgan Stanley" type: "News" locale: "en" url: "https://longbridge.com/en/news/280297851.md" description: "Morgan Stanley has identified three Asia-Pacific stocks as overweight in its \"Three Actionable Ideas\" report, driven by AI infrastructure spending, smartphone component demand, and South Korean corporate reform. The picks include Contemporary Amperex Technology Co., TDK Corp., and Samsung C&T. The report highlights the economic case for energy storage systems and anticipates strong earnings for TDK in smartphone components. Samsung C&T is viewed as a long-term investment due to corporate reforms. The report notes a cumulative outperformance of 7,504 basis points since the series began, with varying returns across markets." datetime: "2026-03-24T10:01:01.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280297851.md) - [en](https://longbridge.com/en/news/280297851.md) - [zh-HK](https://longbridge.com/zh-HK/news/280297851.md) --- # 3 Asian stocks to buy now: Morgan Stanley Morgan Stanley has flagged three Asia-Pacific stocks as overweight in its weekly "Three Actionable Ideas" report, citing AI infrastructure spending, smartphone component demand and South Korean corporate reform as the key drivers behind each call.Contemporary Amperex Technology Co., Japanese electronics component maker TDK Corp. and South Korean conglomerate Samsung C&T are the three picks.Morgan Stanley analysts said power flexibility, not just availability, is now the central investment case for CATL, last priced at Rmb413.00. "Power for AI has emerged as a US$1.5tr theme," the report said, with energy storage identified as the next wave of growth. The analysts said compelling levelized cost of energy and infrastructure deferral value strengthen the economic case for energy storage systems.TDK, last at ¥2,127.50, is Morgan Stanley’s top pick in electronic components. The brokerage expects fiscal year 2027 earnings for suppliers of high value-added components in North American smartphones to beat consensus, on top of demand from AI computing devices.Samsung C&T, last at W297,500.00, is framed as a longer-duration play. The bank noted the stock’s net asset value discount may not fully reflect its role as "the endpoint of dividend transmission" within the Samsung group, with recent corporate reform momentum cited as the prompt for a fresh look at Samsung affiliates.The three ideas are part of a broader track record spanning 1,470 calls since the series launched. According to the bank’s performance data, the series has generated a cumulative outperformance of 7,504 basis points against local benchmarks. The average holding period total return stands at 3.6% on an absolute basis and 1.6% on a relative basis. The 12-month average total return is 4.2% absolute and 1.7% relative, with a hit ratio of 54% on an absolute basis and 50% relative.By market, Taiwan ideas have posted the strongest 12-month absolute return at 23.2%, followed by Japan at 18.0% and ASEAN at 10.0%. India leads on average holding period relative return at 2.2%, alongside HK/China at 2.2%. Korea has the weakest average holding period relative return at -0.6% and the lowest hit ratio at 43%.HK/China accounts for the largest share of ideas at 491, followed by Japan at 285 and India at 196.Each idea runs for 13 weeks. Morgan Stanley notes the three ideas "are not and should not be considered a portfolio" and that "concepts important to a balanced portfolio, such as negative correlation and diversification, have not been considered." ### Related Stocks - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) - [03750.HK](https://longbridge.com/en/quote/03750.HK.md) - [6762.JP](https://longbridge.com/en/quote/6762.JP.md) - [TTDKY.US](https://longbridge.com/en/quote/TTDKY.US.md) - [300750.CN](https://longbridge.com/en/quote/300750.CN.md) - [1584.JP](https://longbridge.com/en/quote/1584.JP.md) ## Related News & Research - [05:45 ETCNTE Successfully Commissions 1.725MW/4.07MWh C&I Energy Storage Project in Belgium](https://longbridge.com/en/news/287041214.md) - [TDK to acquire Malaysia’s lithium-ion rechargeable batteries firm Linergy Power at $240M](https://longbridge.com/en/news/287029149.md) - [Key facts: Reliance-CATL talks on batteries; ₹131.58cr LOI Jamnagar G+12](https://longbridge.com/en/news/286842723.md) - [CATL launches new battery module assembly line in Debrecen](https://longbridge.com/en/news/286229717.md) - [EVN Macedonia puts BESS of 10 MW into operation at its solar park](https://longbridge.com/en/news/286582695.md)