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Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Ya

2026-06-29

Nomura says recent capex by Han's Laser and Hoshine Silicon indicates accelerating optical-fiber capacity expansion driven by AI data-center buildout. The preform market retains high technical barriers and is currently led by Corning, Fujikura and Yangtze Optical Fiber and Cable, so Nomura expects supply constraints to persist short term, supporting elevated spot prices and helping Yangtze expand margins via greater AI data-center exposure. However, if new entrants successfully develop high-end products (hollow-core and multi-core fiber) and execute planned capacity additions, competition could intensify and pressure margin expansion for incumbent producers. Nomura keeps a BUY on Yangtze Optical Fiber and Cable (06869.HK) with a HK$266 target, based on FY2027 EPS of RMB9.75 and a 23.7x forward P/E.

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2026-06-29

After a >1,200-point drop last week, the Hang Seng opened higher and rallied to reclaim the 23,000 level, rising about 400 points intraday. At the midday close the Hang Seng Index was up 2.12% at 23,153.43 and the Hang Seng Tech Index rose 3.68% to 4

After a >1,200-point drop last week, the Hang Seng opened higher and rallied to reclaim the 23,000 level, rising about 400 points intraday. At the midday close the Hang Seng Index was up 2.12% at 23,153.43 and the Hang Seng Tech Index rose 3.68% to 4,412.23; market turnover was HKD172.93 billion. Healthcare led gains, with innovative-drug names strongest; internet and gaming stocks also outperformed. Electronic components and optical-communications names lagged. Notable movers: White Dove Online (02672.HK) +317.95% (midday), Yaojie Ankang-B (02617.HK) +39.56%, Hengrui Medicine (01276.HK) +7.84%; Lenovo Group (00992.HK) -9.64%,Yangtze Optical Fiber & Cable (06869.HK) -8.22%.
2026-06-29

At the close of the morning session, most domestic futures contracts rose, with palladium up nearly 4%, live hogs up over 3%, platinum up nearly 3%, and fiberboard, lithium carbonate, coking coal, Shanghai silver, red dates, and Shanghai zinc all up

At the close of the morning session, most domestic futures contracts rose, with palladium up nearly 4%, live hogs up over 3%, platinum up nearly 3%, and fiberboard, lithium carbonate, coking coal, Shanghai silver, red dates, and Shanghai zinc all up over 2%. On the downside, SC crude oil fell over 2%, synthetic rubber fell nearly 2%, japonica rice, TSR20 rubber, and polyvinyl chloride (PVC) fell over 1%, and caustic soda fell nearly 1%.
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