DuPont (DD.N) fell 4.2% after cutting its full-year sales forecast.

Lyon said WuXi AppTec (02359.HK) delivered Q2 results materially above expectations and raised its target price to HK$214.1, maintaining an Outperform rating. Continuing-operations revenue rose 62% YoY and adjusted non-IFRS net profit rose 92% YoY, accelerating from Q1’s 32% and 72% respectively. Management lifted FY2026 continuing-operations revenue guidance from 18–22% to 35–39%, about 20 percentage points above market expectations; TIDES revenue growth guidance was raised from 40% to 45%. Lyon raised its FY2026–28 revenue and net-profit forecasts by c.7% and 14–15% to reflect the stronger guidance and faster progress on new drug development and manufacturing projects, improving earnings visibility.

At an Aug. 4 briefing the China Meteorological Administration said 6–7 typhoons are expected to form in the northwest Pacific and South China Sea in August, above the 5.6 seasonal average; 2–3 are likely to make landfall or noticeably affect China, close to the 2.3 average. Overall intensity is expected to be stronger than normal, with a risk of strong typhoons tracking north and impacting northern China.