花旗于2026年11月13日发布亚太地区每日重点推荐报告，汇总区域内多条核心投资主线。鸿海3Q26净利润达775亿新台币，同比增长34%，毛利率与营业利润率分别为6.0%和3.8%，云端与网通产品贡献当季营收的54%，成为最大业务，管理层看好AI机柜动能延续至2027年，并预期获利率持续改善，维持买入评级。三菱重工燃气轮机FY3/27订单指引达3万亿日元、创历史新高，核电业务订单与销售指引均上调，受益于日本压水堆重启及六所村再处理厂工程。恒立液压预计2027年盈利加速，墨西哥工厂有望在5亿人民币收入规模上实现盈亏平衡，人形机器人客户2027年产量或超10万台。澳洲炼油板块首次覆盖Viva Energy与Ampol并给予买入，目标价分别为3.10与41.00澳元，判断炼油毛利将较长时间维持高位。
Hon Hai reported an upbeat 3Q26 earnings of NT$77.5bn (up 29% QoQ, 34% YoY) with GM/OPM at 6.0%/3.8%, better than our and Street's estimates by 10% and 11%. Cloud and networking products accounted for 54% of quarterly revenue, becoming the group's largest business. Management sees strong growth outlook into 4Q26 and 2027 and expects further profitability improvement; we maintain Buy. For Mitsubishi Heavy Industries, FY3/27 orders are guided at 3.0trn yen, a new high, while the nuclear business raised FY3/27 order guidance to 600.0bn yen and sales guidance to 550.0bn yen, benefiting from the restart of PWRs in Japan and extra work at Rokkasho. Hengli Hydraulic's earnings growth is set to accelerate in 2027 as the 2026 profit drags are not carried forward, with the Mexico plant expected to reach breakeven and humanoid robot production at its leading US customer to exceed 100k units. We initiate on Viva Energy and Ampol at Buy with target prices of A$3.10 and A$41.00, expecting refining c