China A-share gaming sector rose in choppy trade; Giant Network hit the daily limit-up. ZQGame, Bingchuan Network, 37 Interactive Entertainment, Perfect World and G-bits also advanced.

港股華虹宏力(01347.HK)突破200港元續刷歷史新高，年內漲幅超170%。

Yen weakness, despite policy efforts to halt the fall, could lift aggregate profits at Japanese automakers by about ¥934bn (≈$5.8bn) if the currency stays near current levels. Toyota’s May guidance assumes $1=¥150 versus the current ~¥161; Toyota estimates each ¥1 depreciation boosts its operating profit by ¥50bn, implying a substantial benefit from continued yen weakness. Other OEM assumptions are more conservative: Honda $1=¥145, Nissan $1=¥150, Subaru and Mazda $1=¥155. In yuan terms of input costs, raw material and energy prices in yen have fallen more than 30% from late‑April peaks after the US‑Iran peace agreement. Analyst Tatsuo Yoshida says the recent developments could be materially positive for firms that already factored Middle East risks into forecasts and that lower gasoline prices may help consumer confidence and support vehicle demand.