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[Futures Market Hotspot Tracking] Both US soybean and corn good-to-excellent ratings fell short of expectations. According to data from the US Department of Agriculture, soybean crop conditions are the worst in three years! Where are the opportunitie

2026-06-30

[Futures Market Hotspot Tracking] Both US soybean and corn good-to-excellent ratings fell short of expectations. According to data from the US Department of Agriculture, soybean crop conditions are the worst in three years! Where are the opportunities in the future?

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2026-06-30

Fourteen individual consumers and three small businesses, including PC retailers, filed suit on June 25 in US District Court in California alleging Samsung, SK Hynix and Micron colluded from 2022 to restrict supply and fix DRAM prices, pushing memory

Fourteen individual consumers and three small businesses, including PC retailers, filed suit on June 25 in US District Court in California alleging Samsung, SK Hynix and Micron colluded from 2022 to restrict supply and fix DRAM prices, pushing memory prices roughly 700% higher over the past four years. Plaintiffs cite Apple’s recent iPad and Mac price increases as evidence of downstream harm. The case is currently limited in scale but could expand into a Nationwide class action if the court grants certification.
2026-06-30

CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong te

CLSA initiated coverage of the Chinese AI PCB/CCL sector and assigned OUTPERFORM to five names. It set a PT of HK$251.4 on Guanghe Technology (01989.HK), citing the company as a leading domestic supplier of high-performance server PCBs with strong technology and customer recognition. CLSA expects Guanghe to benefit from rising high-performance computing and AI server demand and from PCB specification upgrades that increase per-board value; capacity ramps at Guangzhou and Thailand sites should materially accelerate its AI-related business. CLSA forecasts Guanghe net profit of RMB 2.004 bln, 2.953 bln and 4.198 bln for fiscal 2026-28, implying revenue CAGR of 48% and net-profit CAGR of 60% over the period.
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