Samsung Electro-Mechanics plans to begin operating a new multilayer ceramic capacitor (MLCC) plant in the Philippines by end‑Q1 next year, South Korean media report. The company started investment negotiations with local authorities at the end of last year and completed talks in about 15 months. Analysts say the move marks a full launch of an "order‑linked rapid expansion" strategy, leveraging long‑term agreements (LTAs) with large global tech customers to accelerate mass production.

CITIC Securities says on fundamentals it expects Q2 net interest margins to be strong and capital markets and wealth-management activity to lift non-interest income, keeping banks' revenue growth stable and likely nudging profit growth higher. From an investment angle the sector extended its positive trend since July last week but experienced large index swings amid style rotation; CITIC expects A-share volatility to remain elevated over the next two weeks and banks' relative performance may weaken. Nevertheless, stable operating profiles and an ongoing macro narrative support continued full-year absolute return potential.

沙特阿美：将继续利用东西管道以确保网络内的原油流动。