International Container Terminal Services stands to benefit from stronger demand in emerging and frontier markets over the medium term, Citi Research's Kaseedit Choonnawat says. Drivers include trade diversification, continued port capacity investments, and the liner industry's improved ability to pay higher port charges. The Middle East conflict may delay full-scale resumption of the Suez Canal, potentially supporting container freight rates. Citi lifts 2026-2028 core earnings forecasts by 13%-18% and raises the target price to 1,079.00 pesos from 835.00 pesos, with a buy rating. Shares are 0.5% higher at 974.00 pesos.

Hyundai Mobis is likely to see plant utilization normalize in the second half, driven by a ramp-up in vehicle production at parent Hyundai Motor Group, Nomura's Angela Hong says. The South Korean auto-component supplier benefits from growing electric-vehicle production as models such as EV2 and Ioniq3 add volumes. Hong is positive on Hyundai Mobis's evolution into a key supplier of robotics components and expects its stake in U.S.-based Boston Dynamics to rise to 12.5% from 11.3% if the group exercises its call option.

CAR Group remains UBS analysts' pick of Australian online classifieds stocks, with signs of increased consumer interest in vehicle shopping. Despite a 21% on-year drop in private vehicle inventory, a proprietary UBS survey shows more consumers looking to buy a car over the next three months. UBS trims its target price by 3% to 32.80 Australian dollars and keeps a buy rating; the stock is up 2.8% at A$24.58.