市場消息：Uber(UBER.N)正就收購Delivery Hero進行深入談判。

Morningstar equity analyst Jing Jie Yu said the firm maintains a fair value estimate of $160 per SK Hynix ADR, judging the valuation reasonable after assessing long-term cyclical risk. SK Hynix plans to use about 40 trillion won from the listing for future wafer‑fab investment, but Morningstar says the move is mainly aimed at boosting valuation rather than meeting urgent financing needs. Korean memory peers’ valuation multiples have long trailed US rivals and SK Hynix’s existing cash is expected to cover investment needs; Morningstar projects EBITDA of 317 trillion won in 2026 and 474 trillion won in 2027, well above the planned raise. Morningstar therefore views the fundraising as largely symbolic with limited incremental capacity funding, and keeps a “very high uncertainty” rating, warning SK Hynix ADR and Korea-listed shares may remain highly volatile.

Prime Minister Starmer has formally proscribed Iran’s Islamic Revolutionary Guard Corps (IRGC) as an illegal organisation, making support for the group a criminal offence. The action, pledged in Labour’s 2024 manifesto and long resisted by prior governments, was driven by Foreign Secretary Cooper and Home Secretary Mahmood despite civil service opposition. Critics question the timing and whether the move is a legacy play; Conservative figures had argued proscription would not necessarily anger the US. Legal advice from Jonathan Hall QC on the path to proscription existed prior to the decision. Any diplomatic or enforcement consequences will fall to incoming prime minister Andy Burnham. The UK joins allies including the US, EU, Canada and Australia in listing the IRGC.