O-Film recorded a CNY 303 mln block trade at CNY 8.09 per share, a c.9.2% discount to today’s close of CNY 8.91. Buyers were Zhongtai Securities’ Zhoushan Port & Navigation Road branch, Galaxy Securities’ Ningbo Liuting Street branch and CITIC Securities’ Hangzhou Xintiandi branch; the seller was Guoyuan Securities’ Chaohu Tuanjie East Road branch.

BOT governor said a weak Thai baht supports exports and tourism.

SK Hynix fell nearly 10% on its second day of US trading. Underlying volatility in Korea has been acute: after Korean regulators warned of a chip-sector overheat, the KOSPI plunged almost 10% on June 23; three days later (June 26) memory-demand worries triggered an index circuit breaker; on July 13 KOSPI dropped about 9% amid Iran-related risk, again tripping a market-wide circuit breaker. These moves have shown early global transmission—following the June 23 selloff the Nasdaq fell more than 2%, and it closed down 1.55% after the July 13 KOSPI decline. SK Hynix’s US listing, reportedly ~7x oversubscribed, effectively embeds one of Korea’s most leveraged, volatility-prone stocks into US investor portfolios. Market mechanics cited in the note: amplified retail leverage in Korea magnifies chip-sector swings, weighing on global AI demand expectations, while repricing of US Treasuries tightens liquidity—together increasing potential for broader spillovers. This is not a forecast of imminent systemic crisis: semiconductor demand supporting Samsung and SK Hynix remains real and growing, but KOSPI concentration and leverage-driven volatility raise the risk that shocks in Korea propagate more widely than expected.