Ac t i o n | 13 Jul 2026 03:42:28 ET │ 55 pages North America Connectors & Other Components, Electronic Components & Equipment and Hardware & Storage 2Q26 Earnings Preview – Agentic AI Inflection Supports Storage & Optical Momentum; Remain Constructive on AI-Levered OEMs CITI'S TAKE Our coverage is up +110% YTD on average versus S&P500 +10%, led by outperformance, in descending order, from storage, HW OEMs exposed to AI deployments/enterprise server refresh, and connectivity components. We hold the most con ...

Flash | CITI'S TAKE Following our Dynapack (3211.TWO) initiation and BBU sector report, investor feedback has generally been constructive. Most investors appear interested in the BBU theme particularly given rising AI rack power density, increasing adoption of rack-level backup power, and the potential for the higher BBU content value. Dynapack is viewed as an interesting stock idea to gain exposure to the BBU growth cycle, given its improving sales mix, margin expansion potential and direct exposure to AI ...