Morgan Stanley lists the theme focus of "High Conviction Opportunities" in the Asia-Pacific region (Table)

AASTOCKS
2026.02.27 04:51

Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the thematic focus list for "High Conviction Opportunities":

Stocks:

Taiwan Semiconductor (2330.TW)

Tencent (00700.HK)

Samsung Electronics (005930.KS)

CATL (300750.SZ)

Reliance Industries (RELI.NS)

Sony (6758.JP)

AIA Group (01299.HK)

Delta Electronics (2308.TW)

North Huachuang (002371.SZ)

Fujitsu (6702.JP)

WuXi AppTec (02359.HK)

Fujikura (5803.JP)

Goodman (GMG.AX)

Hanwha Aerospace (012450.KS)

Inovance Technology (300124.SZ)

Ping An Insurance (02318.HK)

Grab Holdings (GRAB.O)

NEXON (3659.JP)

Kakao (035720.KS)

Taisei Corporation (1801.JP)

Apollo Hospitals (APLH.NS)

HD Hyundai Electric (267260.KS)

Lynas Rare Earths (LYC.AX)

Sojitz Corporation (2768.JP)

GemLife Communities Group (GLF.AX)

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