HSBC raised its PT on Exxon Mobil (XOM.N) to $180 from $172.

At its 2026 Q3 briefing, CRRC said 2027 newly opened line mileage is expected to increase notably versus 2026, providing support for EMU procurement. The company cautioned that procurement and deliveries of trainsets do not scale in a fixed ratio with new mileage; the main driver is changes in rail passenger traffic. If passenger traffic remains robust, CRRC expects EMU procurement and deliveries to keep improving. On urban transit, vehicle replacement was limited during the 15th Five-Year Plan but is expected to pick up from the 16th Five-Year Plan. CRRC is tracking urban-rail new-build plans and hopes approvals proceed, but said domestic new urban-rail orders for 2026 still face pressure.

Huitian New Material said at an investor-relations event that its electronics & electrical segment grew rapidly in Q3 and now accounts for a rising share of revenue. Consumer-electronics sales continued strong, with orders from major customers climbing steadily. Semiconductor-packaging adhesives are undergoing testing at multiple customers and some products have reached batch supply, but current sales volume is still limited. Automotive-electronics adhesives are expanding steadily and optical-module adhesives remain in customer test phases. The company plans to increase resources to scale its high-end electronics business.