Yuanta Fund expects TSMC EPS of NT$130 in 2027 and NT$100 in 2026.

CSC Financial says after a short rebound investors diverge on Q3 A-share outlook. Across fundamentals, liquidity and risk appetite, the research house sees no reversal in the broad fundamental trend but notes materially more disruptive factors than in 1H. Expect higher-frequency and larger-amplitude short-term rebalancing than in Q2. Conditions for a mid‑cycle, large-scale regime shift are not yet in place; outcomes hinge on policy/measures actually being implemented.

The Jerusalem Post, citing two Western intelligence sources, reports Yemen’s Houthi forces are using a recent period of relative calm to upgrade missile capabilities. Sources say the group has conducted tests aimed at improving missile performance, extending strike range and increasing accuracy. Unlike HEZBOLLAH, Houthi attacks on Israel have been relatively limited since Israel launched Operation Rising Lion, a military operation targeting Iran.