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CITIC Securities says it is positive on the sustainability and growth of the PCB/CCL upcycle. Near term, the sector should benefit from AI-driven product iteration and volume plus price rises in traditional end markets, with H2 2026 earnings expected

2026-09-16

CITIC Securities says it is positive on the sustainability and growth of the PCB/CCL upcycle. Near term, the sector should benefit from AI-driven product iteration and volume plus price rises in traditional end markets, with H2 2026 earnings expected to be robust. Over the medium-to-long term, the firm sees continued upside from PCB process and material upgrades—notably ASICs, IC substrates, mSAP and PTFE—that could deliver above-market growth, and remains constructive on sector investment opportunities.

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2026-09-15

Eurozone bond yields rose; Germany's 10-year bund yield climbed 4 bps to 3.5723%, its highest level since June 2009.

Eurozone bond yields rose; Germany's 10-year bund yield climbed 4 bps to 3.5723%, its highest level since June 2009.
2026-09-15

UK Maritime Trade Operations (UKMTO) said it received a delayed report of an incident in the Strait of Hormuz; reliable sources reported a vessel was struck by an unidentified aerial object.

UK Maritime Trade Operations (UKMTO) said it received a delayed report of an incident in the Strait of Hormuz; reliable sources reported a vessel was struck by an unidentified aerial object.
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