CUSTOMS spokesperson and deputy director Wang Jun told a State Council Information Office briefing that in Jan–Sep China's ship exports exceeded 350 billion yuan, up 24.6%. 300,000‑ton class oil tankers and large LPG and LNG carriers recorded multi‑fold growth; methanol- and ammonia-fuel vessel types continued iterative upgrades. Electronic component exports rose 70%; electrical wire, cable and related equipment climbed 25.3%, supporting global AI compute and power infrastructure. Amid Middle Ea

BOFA FMS: Investors' overweight to technology stocks is at the highest level since August 2020.

Palliser Capital urged Samsung Electronics to issue U.S. depositary receipts (ADRs) at a premium and use proceeds to repurchase and cancel non‑voting preferred shares. Palliser founder and CIO James Smith said the preferreds' discount is a neglected corporate‑governance and capital‑allocation distortion and that addressing it would boost capital efficiency, unlock cross‑class value and strengthen credibility of Korea's market reforms. Samsung's preferreds trade at more than a 20% discount to ordinary stock in Korea. The gap has returned to focus since Samsung's record shareholder‑return plan in August, but any repurchase details remain under board discussion.