A Yuanta Securities Korea analyst says LG Electronics may be entering a structural profit-recovery phase. Margins in its core home appliances, TV and auto parts businesses are expected to keep improving after Q2 operating profit beat estimates, aided in part by a one-off US tariff rebate. Expansion into AI data-center cooling, robotics and actuators is expected to accelerate in H2 2026; customer qualification tests are underway ahead of potential contract awards.

天齊鋰業A股觸及跌停，成交額超35億元；天齊鋰業(09696.HK)H股跌超7.5%。

Daiwa Capital Markets analysts said investors will watch ECB minutes due Thursday, but the post-meeting fall in oil prices has eased the urgency of the policy debate. At its June meeting the ECB raised inflation expectations and delivered its first rate hike since 2023. Analysts added that the subsequent drop in energy prices has arguably reduced its significance for future policy deliberations, and policymakers at last week’s Sintra meeting signalled they are not in a rush to tighten again in July.