Global TradFi & Macroeconomics

According to E-Daily, on July 26, Geumyang postponed the settlement date for its 405 billion won third-party capital raise from a Saudi investment firm to September 30, 2026. This marks the ninth delay in one year, originally scheduled for June 30. The postponement is critical as the company is

Strategy leads all publicly traded companies with 843,775 BTC worth approximately $58 billion as of July 25, 2026, according to data from bitcointreasuries.net. The top ten corporate bitcoin holders reveal a stark performance divide in 2026, with mining companies like Riot Platforms gaining 73%

According to BlockBeats, Michael Burry increased short positions in semiconductor stocks on July 26, purchasing put options at $933.86 for Micron Technology (MU), $210.28 for Nvidia (NVDA), and $535.83 for semiconductor ETF SOXX. He also established additional short exposure in Caterpillar (CAT) at

According to BenchLife, Nvidia issued GPU package (GPU plus video memory chips) pricing increase notices to downstream manufacturers this week, impacting GDDR7 and earlier-generation GDDR6 memory modules across RTX 5050 and older graphics card models. The primary driver remains surging video memory

According to Coinglass data cited by ChainCatcher, the Crypto Fear and Greed Index currently stands at 27, indicating panic status and up 1 point from yesterday. The 7-day average is 28, while the 30-day average stands at 23.

Korean retail investors purchased 502.13 million USD (approximately 734.6 billion KRW) in SK Hynix American Depositary Receipts (ADR) during the one-week period from July 17 to July 24, according to Korea Securities Depository on July 26. The buying spree in SK Hynix Stocks reflects expectations

The KONEX stock market recorded a market capitalization of 3.2919 trillion won as of the 24th, according to Korea Exchange data released on the 26th. The market has seen its market cap fall by more than half from the 7 trillion won level reached in 2018-2019, driven by declining new listings and

According to Financial News, overseas retail investors purchased $502.13 million worth of SK Hynix American Depositary Receipts (ADRs) during the week of July 17-24. Since the ADRs' Nasdaq listing on July 10, cumulative net purchases have reached $675.54 million. The ADRs closed at $154.57 on July

According to Korea Exchange, South Korea's KONEX market capitalization fell to 3.29 trillion won as of July 24, marking a 53% decline from 7 trillion won in 2018-2019. Daily average trading volume dropped to 628.85 million won this month, the lowest level

According to Jin10, on July 24, South Korean retail investors made massive net purchases of single-stock leveraged ETFs worth approximately 450 billion Korean won. The buying reversed a three-day selling streak and targeted Samsung Electronics and SK Hynix leveraged products, with Samsung purchases

Korean energy-focused exchange-traded funds surged during May 20-24, while semiconductor ETFs declined sharply, according to data released by the Korea Exchange on the 26th. The PLUS Solar&ESS ETF posted the highest return at 18.17%, followed by TIGER Oil Futures Enhanced(H) at 15.25% and KODEX

Hanwha Asset Management launched the 'PLUS 200 Covered Call Active' ETF on the 23rd of last month, employing a flexible option-selling strategy and dividend-avoidance approach to navigate volatile stock markets. The fund reached net assets of 55.324 billion won as of the 23rd, according to Korea

According to Korea Exchange, Hanwha Asset Management's PLUS 200 Covered Call Active ETF reached net assets of 55.3 billion won as of July 23, 2026, just two weeks after launching in late June. The fund employs flexible option-selling strategies and dividend avoidance tactics to optimize returns in v

According to Financial News, South Korean energy-related ETFs surged from July 20-24 as Middle East tensions and rising crude oil prices boosted demand. PLUS Solar & Energy Storage ETF led gains at 18.17%, followed by oil futures-linked products—TIGER WTI

According to a Goldman Sachs report, Intel raised its 2026 capital expenditure guidance to over $20 billion on July 24, up from approximately $17 billion previously, and signaled continued investment increases in 2027. The move marks Intel's formal entry into large-scale equipment deployment for

According to Yonhap Infomax, this week (July 27-31) the KOSDAQ market is set to see three companies launch initial public offering (IPO) subscriptions and demand forecasts. U.S.-based biotech firm IngeniaTherapeutics will begin subscription on July 30 for two days, while fashion B2B platform

According to Maeil Business Newspaper, Shinhan Financial and JKL Partners are negotiating the acquisition price for Lotte General Insurance, with JKL lowering its asking price to 1 trillion Korean won as of late July. The deal could be finalized before an August public auction, though Shinhan's

SK Telecom established SK Hyper as a 100% subsidiary on the 23rd to formalize its AI data center business, committing 750 billion won by 2030. Approximately 330 billion won will be executed within July, with the remainder disbursed in stages. Mirae Asset Securities raised SK Telecom's target price t

According to Future Asset Securities, on July 26, SK Telecom's target stock price was raised to 120,000 won, up 22.4% from the previous close of 100,000 won on July 24. The brokerage maintained a "buy" recommendation. The price increase follows SK Telecom's announcement on July 23 of a new data