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<Research>M Stanley Releases Latest Asian Thematic Focus List (Table)
Recommend
162
Positive
219
Negative
107
Tech Diffusion:
HORIZONROBOT-W (09660.HK)
Hesai Group (HSAI.US) (02525.HK)
Alchip Technologies (3661.TW)
DESAY SV (002920.SZ)
XPENG-W (09868.HK)
Li Auto (LI.US)(02015.HK)
Asia Vital Components (3017.TW)
Toray Industries (3402.JP)
Kioxia (285A.JP)
Samsung Electronics (005930.KS)

Multipolar World:
Hanwha Aerospace(012450.KS)
Korea Aerospace Industries Ltd(047810.KS)
Mitsubishi Heavy Industries (7011.JP)
Bharat Electronics(BAJE.NS)
Singapore Technologies Engineering (STEG.SI)

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Future of Energy:
CGN MINING (01164.HK)
NTPC (NTPC.NS)
Larsen & Toubro Ltd (LART.NS)
Bharat Heavy Electricals (BHEL.NS)
Hokkaido Electric Power (9509.JP)
INPEX (1605.JP)
Reliance Industries (RELI.NS)
Gulf Development PCL (GULF.BK)
FIRST (603806.SH)
FLAT (601865.SH)
XINYI SOLAR (00968.HK)

Longevity:
INNOVENT BIO (01801.HK)
DUALITYBIO-B (09606.HK)
KEYMED BIO-B (02162.HK)
HENGRUI PHARMA (600276.SH)
HENGRUI PHARMA (01276.HK)
HANSOH PHARMA (03692.HK)
SINO BIOPHARM (01177.HK)
CSPC PHARMA (01093.HK)
WUXI XDC (02268.HK)
Trial Holdings (141A.JP)
Nippon Steel (5401.JP)
Taisei Corporation (1801.JP)
Kajima Corporation (1812.JP)

Governance:
Singapore Exchange (SGXL.SI)
CapitaLand Investment Ltd (CAPN.SI)
Capitaland Ascendas REIT (CAPD.SI)
Keppel Ltd (KPLM.SI)
Singapore Telecommunications (STEL.SI)
Sea Limited (SE.N)
Grab (GRAB.US)
Chagee (CHA.US)
CONCH CEMENT (600585.SH)
SINOPEC CORP (00386.HK)

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