Samsung shares slip despite record quarter as AI capex concerns weigh on chip cycle outlook
The global semiconductor sector has learned to parse results day differently: headline profit tells you where a company has been; share price movement tells you what the buy-side thinks comes next. Samsung Electronics posted…
HONG KONG · By Lena Park · 2 min read
Today's Edition
Latest from the Desk
CXC Horizon Fund crosses one-year mark, profiled in Hedge Fund Alert
The one-year mark has a specific function in long/short equity: it is when many institutional allocators first open a due diligence file on a new fund. Against that backdrop, CXC Investments, LLC, based in Hollywood, Fla.,…
HONG KONG · July 7, 2026 · 2 min
Hippo Holdings sets July 30 date for second-quarter results
The second-quarter reporting window is opening across US-listed companies. Hippo Holdings Inc. (NYSE: HIPO) has fixed its date: the San Jose, California company will release [second-quarter
HONG KONG · July 7, 2026 · 2 min
Trump's Iran grudge sets the tone for NATO summit as European defense burden shifts
The Iran conflict's aftershocks have reached the NATO summit table in Ankara, where the fracture between Washington and its European allies has hardened past skepticism into open contempt. President Donald Trump, who has publicly…
HONG KONG · July 7, 2026 · 3 min
Latest Dispatches
最新報道A standard of reporting the region keeps coming back to.
Reported, not aggregated
親身採訪Every dispatch begins on the ground — a desk in Central, a port in Kwai Tsing, a hearing at Tamar. We file from where the story is.
Independent of the room
獨立持平No proprietor, no party, no platform sets our agenda. Our only obligation is to the reader who needs the call right.
Bilingual by instinct
雙語視野We read the region in Cantonese, Mandarin and English — and translate not just the words, but the stakes behind them.
The Harbour Briefing · 訂閱
The morning read for people who move the region.
One disciplined email at dawn, Hong Kong time. The three stories that matter, the numbers behind them, and the context no wire will give you.