法巴銀行：預計英國央行將在2026年11月加息25個基點，之前的預測是今年9月加息。

At its H1 2026 briefing, Haiyou New Materials said dimming film is a core new business with cost-performance advantages and has launched a capacity expansion project targeting 2.0 mln sq m/year. The product is already being promoted in overseas building applications. The company sees multi-scenario demand in auto OEM, automotive aftermarket and building applications and said the segment could become an important future growth driver.

Citigroup cut its price target for Pou Sheng International (06110.HK) to HKD1.70 from HKD1.91 and lowered net‑profit forecasts for FY2027–29 by 2%, 19% and 18%, and sales forecasts by 1%, 5% and 5%. The bank cites Nike’s plan to change China distribution from Jan 2027 as a negative for Pou Sheng’s FY2028 (year to Feb 2028) outlook and says it is not confident Nike will continue subsidizing the loss of online distribution rights after Pou Sheng’s FY2027 (year to Feb 2027). The PT is based on an unchanged 11x 2027E target P/E. Citigroup kept a buy rating on Pou Sheng, citing a double‑digit dividend yield, and left sector preference unchanged: Anta (02020.HK) > Li Ning (02331.HK) > Pou Sheng, all rated buy.