-- 据《日经亚洲》周一报道，JSR（东京证券交易所代码：4185）计划在台湾建设其首个半导体材料生产基地。 报道称，该工厂将向台积电（TPE：2330）供应用于在硅片上制作电路图案的先进光刻胶。 报道称，这家日本化工生产商于今年4月与一家台湾合作伙伴成立了一家新的合资企业，专门负责该项目。 《日经亚洲》称，该公司将在该工厂投资数千万美元，并计划最早于2028年投入运营。 报道称，此举正值日本生产商在面临来自中国同行的日益激烈的竞争之际，力图保持其在台湾市场的份额。 报道称，日本生产商占据了全球光刻胶市场80%的份额，其中JSR是第二大供应商。 报道称，该公司还将考虑在该台湾工厂生产除光刻胶以外的其他产品。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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Asia
Hong Kong Stocks Slump As Middle East Fighting Escalates
Hong Kong equities fell Tuesday as bearish sentiment prevailed amid escalating tensions in the Middle East.The Hang Seng Index fell by around 197.27 points, or roughly 0.8%, to end at 25,898.61, while the Hang Seng China Enterprises Index decreased by 43.90 points, or around 0.5%, to close at 8,730.49.Fighting in the Middle East resumed as the U.S. and Iran vied for control of the critical Strait of Hormuz, after U.S. President Donald Trump said Washington would help ships stranded in the waterway, a key route that carried about one-fifth of global oil and LNG trade before the war.Iran had previously warned it would view any such action as a violation of a previously agreed ceasefire.The Middle East conflict will hit many Asia-Pacific corporate sectors through oil price hikes, shipping and supply chain disruptions, dampened demand, and delayed cyclical rebounds, Fitch Ratings said in a recent release.In corporate news, two firms filed to go public in Hong Kong.Metis TechBio (HKG:7666) is seeking to raise about HK$2.11 billion via the sale of 201.2 million shares at HK$10.50 per share. The Chinese AI-driven nanotechnology company will use funds to further research and development of AI infrastructure.Meanwhile, Impact Therapeutics (HKG:7630) launched its IPO to raise HK$913 million via the sale of 42 million shares at an indicative maximum price of HK$21.75 per share. The China-based biotechnology firm will use proceeds mainly to fund clinical development.Elsewhere, Star Sports Medicine (HKG:1609) had a stellar debut in Hong Kong. The medical device company's shares closed at HK$215 per share on their first day of trading, 118% above the offer price of HK$98.50.
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Equities
Equinor Starts Production at Eirin Gas Field in North Sea
Equinor (EQNR) said Tuesday the Eirin field has begun production, exporting gas to Europe via the Gina Krog platform and Sleipner A platform.The company said the subsea project, developed on a fast timeline, is expected to deliver about 27.6 million barrels of oil equivalent, mostly gas.The development cost about 4.5 billion Norwegian Krone ($485.7 million) and is expected to extend the life of the Gina Krog field to 2036, the company said.Equinor said the project uses existing infrastructure and electrification, resulting in relatively low emissions of around 3 kg of CO2 per barrel produced.
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US Markets
Indonesia Economy Expands By 5.61% on Year in First Quarter
Boosted in part by government outlays, Indonesia's gross domestic product (GDP) expanded by 5.61% on year in the first quarter, reported the Central Statistics Agency on Tuesday.Southeast Asia's largest economy logged the biggest annual expansion since 2022, but some experts warned the growth could lag in coming seasons as the national government tempers outlays, and as higher energy bills sap businesses and consumers.Government outlays rose 21.8% on year in the first quarter as Jakarta ramped up flagship social-welfare programs, including a free-meal scheme and village cooperative funding, to spur household consumption.The national government also spent briskly during the first quarter to support outlays during the fasting month of Ramadan, and the Eid al-Fitr holiday, when many businesses are closed.Despite challenges, the Indonesian economy may still grow by a relatively robust 5% for the full 2026 year, said economists with Maybank (Malayan Banking Berhad), which is Malaysia's largest bank.Headwinds to Indonesian economic growth are likely to intensify in the second quarter, with exports hampered by cost pressures on international trade, said Brian Lee and Hak Bin Chua, analysts at Maybank, reported the Singapore-based The Business Times.Higher fuel prices and a weakening Indonesian currency, the rupiah, are likely to push up import bills going forward, added the analysts.There are also concerns that Indonesian national government is engaged in unsustainable spending."A team of economists from the Macroeconomic, Finance and Political Economy Research Group at University of Indonesia noted that the government is continuing to roll out fiscally costly flagship programs, including a nationwide free-meal initiative," reported The Business Times.Concerns over fiscal outlays and government borrowing have also unsettled financial markets, including negative comments from credit-rating agencies Moody's and S&P Global Ratings, noted The Business Times.In Mid-April, S&P Global assigned a "BBB/A-2" rating to Indonesian bonds, with BBB- being the lowest rating for an "investment grade" government bond.If Indonesia national debt levels continue to rise, the BBB rating could be lowered, said S&P Global.
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