Citi analysts forecast Meituan's profitability will improve this year, driven by higher average order values and better user quality. The brokerage predicts the company's core local commerce business, including food delivery, will resume profitability in the third quarter. Citi maintains a buy rating with a HK$110 target price, up from the last close of HK$80.25, suggesting significant upside potential. Meituan's HK$110 target price represents a key investor takeaway.

LG Electronics is expected to post above-consensus first-quarter earnings, fueled by its resilient home-appliance segment. Operating profit likely rose 14% year-on-year to 1.433 trillion won, beating estimates. The media-entertainment segment, however, faces pressure to cut losses through cheaper components and early retirement programs. LG's 14% profit increase highlights appliance strength.

Naver's first-quarter operating profit likely fell 6% below estimates to 543.6 billion won, pressured by significant AI infrastructure investments. GPU purchases could cost over 1 trillion won in 2026, narrowing margins to 17.4% from 19.1% last quarter. Naver's 543.6 billion won profit underscores AI cost challenges. Chinese AI companies gain stronger incentive to promote OpenClaw due to its potential for higher revenue from complex agentic tasks, consuming more tokens than standard chatbots.

Unlike U.S. firms focused on subscriptions, Chinese developers see OpenClaw's monetization potential as a key differentiator. Sarana Menara Nusantara's earnings outlook brightens, with Nomura raising 2026-2027 forecasts by 7-11% based on revised revenue and cost assumptions. However, a substantial rights issue dilutes shares, leading to a target price cut to 950 rupiah from 1,150 rupiah. Sarana's 7-11% earnings boost is tempered by dilution.