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US Plans to Initiate Trade Investigation on CN/ Other Trade Partners; CN Opposes Political Manipulation
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Lei Jun: Xiaomi miclaw Just Small Step in Exploration of Agent w/ Plans to Invest RMB200B to Continue Tech Innovation in Future
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CATHAY PAC AIR to Hike Fuel Surcharge Next Wed; Long-Haul Flights Charging HKD1,164
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<Research>UBS: Mideast Supply Risk Elevates Aluminum & Thermal Coal Prices; 2026 Forecasts Raised by 13%/ 10%
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<Research>G Sachs Recommends CM BANK, Trims Pre-Provision Profit Forecast for CN Banks by 0.3%
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<Research>Citi: Persistent Escalation of Israel-Iran Conflict Wreaks Volatile Oil Prices; 1-3Q Brent Forecast Raised
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<Research>Brokers' Investment Ratings & TPs for BABA-W (Table)
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<Foresight>M Stanley Forecasts for BABA-W 3FQ26 Results (Table)
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<Foresight>Brokers Estimate BABA-W's Adj. NP to Have Dropped 43%+ YoY Last Qtr; AI/ Instant Retail Investment/ Spin-off Plan for T-Head in Investor Spotlight
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BYD Executive: Production Capacity Transition Between 1st/ 2nd-Gen Blade Batteries Still Underway
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WeChat Launches New Features, Adding 'Ignore' Option for Call Pop-ups
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Hong Kong Export Credit Insurance: No Plans to Adjust Premiums Due to Mideast Crisis; Existing Mideast Policies Will Continue to Be Covered
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ICAC-SFC Joint Operation Arrests 8 Individuals Including Executives of Licensed Institutions for Insider Trading and Corruption
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G Sachs Raises Oil Price Forecast for 4Q26 Assuming Extended Hormuz Strait Disruption
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WHARF HOLDINGS Shrinks 3% After Midday After Reporting 46.7% Hike in 2025 Underlying NP, Flattish Div.
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<H Shrs>HSI Dives 318 Pts at Midday; Energy Stocks Swell; Developers Squeezed
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<Results>WHARF HOLDINGS Full-Yr Underlying NP Rises 46.7% YoY to HKD4.1B; 2nd Interim Div. Kept at HK20 Cents
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HKCERT: AI Agent Platforms Pose Greater Risks Than General Chat-based AI Tools
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SWIREPROPERTIES: Fanny Lung Retires as CFO, Succeeded by Roy George Shearer
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<Midday Takeaway>HSI Down 318 pts; HSTI Down 60 pts; CMOC Down over 5%; CNOOC, CHINA SHENHUA, CHINA RISUN GP, QINGSONG HEALTH, YANKUANG ENERGY Hit New Highs
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