#508
Alpha Score 32.6
Chetan Ahya
Chief Asia Economist, Morgan Stanley
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 26
$12.91
-5.7%
Australia and Indonesia, as the two biggest commodity exporters in the region, benefit from higher industrial commodity prices driven by Asia's capex-led industrial production pickup.
Macro
Long
May 26
$28.90
+0.8%
Australia and Indonesia, as the two biggest commodity exporters in the region, benefit from higher industrial commodity prices driven by Asia's capex-led industrial production pickup.
Macro
Long
May 26
$92.84
+1.2%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Macro
Long
May 26
$102.08
+5.8%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Macro
Long
May 26
$201.15
+4.8%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Macro
Long
May 26
$35.74
-0.8%
China, Japan, Korea, and Taiwan are the biggest beneficiaries of Asia's industrial super cycle because they meet both domestic and export demands driven by capex across AI, energy, defense, and industrial sectors.
Macro
Long
May 26
$48.55
-2.5%
India's industrial sector benefits primarily from its own domestic capex cycle, which is fueled by the broader Asian investment boom.
Macro
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