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[Next Week's Earnings Calendar] The Q3 earnings season remains intense. Next week, pay attention to the earnings reports of companies such as SMIC (00981.HK) and Occidental Petroleum (OXY.N). On the economic data front, focus on China's October M2 mo

2026-11-06

[Next Week's Earnings Calendar] The Q3 earnings season remains intense. Next week, pay attention to the earnings reports of companies such as SMIC (00981.HK) and Occidental Petroleum (OXY.N). On the economic data front, focus on China's October M2 money supply annual rate, October CPI, and trade balance; and the US October PPI and CPI. In addition, several Federal Reserve officials will be speaking next week; please stay tuned. For the complete individual stock earnings calendar, please check the Calendar section of the US-Hong Kong Telecom APP. Click to view...

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2026-11-07

Trafigura, Vitol, Mercuria and ADNOC are negotiating with the U.S. government to buy or lease a subset of tankers on the U.S. sanctions list to relieve global tanker tightness and lower shipping costs. The discussions cover roughly 50 vessels out of

Trafigura, Vitol, Mercuria and ADNOC are negotiating with the U.S. government to buy or lease a subset of tankers on the U.S. sanctions list to relieve global tanker tightness and lower shipping costs. The discussions cover roughly 50 vessels out of about 1,600 on the U.S. list, including ultra-large crude carriers with ~2 million-barrel capacity. The U.S. Treasury is reviewing applications and is likely to consider case-by-case authorizations rather than a blanket waiver; no decision or timetable has been announced. Reactivating idled ships could raise effective tanker capacity but may be constrained by maintenance and safety issues on older vessels; it is unclear whether any approvals would materially reduce oil prices. Any U.S. authorization would need safeguards against routing funds to sanctioned parties and would not remove separate EU or U.K. sanctions. As of Nov. 4 the U.S. had sanctioned 1,568 vessels, including 462 crude oil tankers.
2026-11-06

According to The Information: At the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.

According to The Information: At the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.
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