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Nissan CFO says impact of Middle East conflict on profits is now expected to be slightly larger than previously forecast, driven by higher logistics costs and the loss of some aftersales revenue.

2026-08-03

Nissan CFO says impact of Middle East conflict on profits is now expected to be slightly larger than previously forecast, driven by higher logistics costs and the loss of some aftersales revenue.

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2026-08-03

On July 31, the Buffett Indicator (CSI 300 market capitalization/GDP) rebounded to 89.3%, after fluctuating since late July. The equity risk premium (ERP) of the CSI 300 Index, a stock-bond ratio indicator, rose slightly to 5.25%, having remained aro

On July 31, the Buffett Indicator (CSI 300 market capitalization/GDP) rebounded to 89.3%, after fluctuating since late July. The equity risk premium (ERP) of the CSI 300 Index, a stock-bond ratio indicator, rose slightly to 5.25%, having remained around 5.2% since July, at the lower end of its fluctuation range since October 2024, suggesting that the current advantage of stocks relative to government bond yields is generally limited. -------- Note: 1. The Buffett Indicator compares total stock market capitalization to GDP to determine whether the stock market is currently overvalued. Generally, 70-100% is considered a normal valuation; below this range is considered undervalued, and above is considered overvalued. 2. The risk premium (ERP) of the CSI 300 Index is mainly compared with the returns of the CSI 300 and the yield of government bonds. Statistics from the past 10 years show that this indicator has a clear inverse relationship with the stock index. Every time the stock market is in the bottom area, the risk premium exceeds 6%. That is, when ERP ≥ 6%, the stock market has investment value, while when ERP ≤ 4%, the stock market is often close to or at a stage high, the investment value is low, and there is even a risk of correction.
2026-08-03

Lee & Man Paper Manufacturing (02314.HK): Revenue for the first half of 2026 was HK$14.8 billion, up 21.3% year-on-year; profit for the period was HK$1.4 billion, up 69.3% year-on-year; earnings per share were HK$0.3197. The company declared an inter

Lee & Man Paper Manufacturing (02314.HK): Revenue for the first half of 2026 was HK$14.8 billion, up 21.3% year-on-year; profit for the period was HK$1.4 billion, up 69.3% year-on-year; earnings per share were HK$0.3197. The company declared an interim dividend of HK$0.112 per share.
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