Global TradFi & Macroeconomics

According to Yonhap Infomax, LG Innotek reported Q2 2026 operating profit of 245.8 billion won, up over 2,000% year-over-year, exceeding market consensus on July 27. Revenue reached 5.527 trillion won, up 41% from the prior year, surpassing consensus estimates of 5.035 trillion won and 206.3 billion

South Korea's Ministry of Trade, Industry and Energy (MOTIE) announced the 16th Long-term Natural Gas Supply and Demand Plan on May 27, projecting domestic natural gas demand will decline at an annual average rate of 0.94% from 45.91 million tons in the current year to 41 million tons by 2038. The p

According to the Ministry of Trade, Industry and Energy, South Korea released its 16th long-term natural gas supply-demand plan on July 27. Total natural gas demand is projected to decline from 45.91 million tons this year to 41 million tons by 2038, a year-over-year decrease of 0.94 percent. To

According to Goldman Sachs' latest estimates, U.S. IPO fundraising is poised to reach a record $225 billion in 2026; however, the number of completed deals—currently 53 to 60—remains far below the 25-year median of around 100 annually, suggesting the surge is driven by a handful of mega-deals

Hanwha Ocean disclosed on the 27th that its Q2 operating profit surged 98% year-over-year to 736.1 billion won, doubling the prior-year quarter and significantly exceeding market expectations. The performance was driven by high-profit commercial vessels including LNG carriers and ongoing cost

According to LBBW senior fixed income analyst Elmar Voelker on July 27, investors should closely monitor potential dissenting votes in the Federal Reserve's rate decision this Wednesday. Voelker expects up to three dissenting votes, noting a similar-sized faction opposed the Fed's dovish forward

According to its earnings preview, Zheli Holdings (02209) expects net profit of $18.3 million for the interim period ended June 30, up approximately 30% from the prior period, driven by stronger revenue growth and improved gross margins. The stock surged 27.1% to HK$3.52 as of early afternoon

According to Jin10 Futures, precious metals rallied on Monday, with silver (沪银) up nearly 4%, platinum up over 3%, and palladium near 3%, driven by easing Middle East tensions after Trump postponed expanding military strikes on Iran. International energy prices fell significantly, reducing

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.57 points on June 4, marking its lowest level since December 2020.

According to BlockBeats, Changhsin Technology's total market capitalization reached 3.35 trillion yuan on July 27, slightly below Tencent and ranking 31st among global assets by market value, according to market

According to market reports, SC crude oil futures fell over 6% by early trading on July 25 after the U.S. halted its aerial campaign against Iran, ending 13 consecutive days of nightly strikes. The pause aims to create diplomatic space, as the U.S. and Iran continue indirect talks facilitated by

The S&P 500 is on track to post a net profit margin of 15.7% for Q2 2026, the highest level in data going back to 2009, according to The Kobeissi Letter. The surge is driven by AI-fueled earnings growth, with second-quarter earnings for the index expected to rise 38% year-on-year—the highest growth

US and Hong Kong stock markets showed mixed performance on Friday and last week, with the Dow Jones rising while the Nasdaq declined. The Dow Jones increased 235 points or 0.46% to close at 51,947, the S&P 500 edged up 3 points or 0.05% to 7,411, while the Nasdaq fell 161 points or 0.64% to 24,975.

According to The Kobeissi Letter, the S&P 500's net profit margin hit 15.7% in Q2 2026, the highest level since 2009, as Big Tech stocks drove a historic earnings rally. The benchmark index is expected to post 38% year-on-year earnings growth in the second quarter, the highest rate since Q3 2021,

Korean securities firms identified power equipment stocks as the next major investment theme following AI semiconductor stocks on the 27th, citing rising power demand from AI data center expansion and recent price corrections that reduced valuation concerns. Mirae Asset Securities, KB Securities,

According to Yonhapnews and major Korean securities firms, power equipment stocks are emerging as the next sector to lead the AI investment cycle. While power equipment stocks have adjusted relative to semiconductor shares, global manufacturers' earnings outlooks are being revised upward, analysts s

Domestic residents' foreign currency deposits in South Korea reached $113.33 billion at the end of June, rising $1.08 billion from the previous month, according to Bank of Korea data released on the 27th. The increase was driven by growth in securities firms' customer deposits and corporate trade re

Samsung Electronics announced on the 27th that it will apply a 2-nanometer foundry process with Gate-All-Around (GAA) structure to the base die of HBM5, the next-generation High Bandwidth Memory. The company stated through its semiconductor newsroom that HBM5's operating speed is expected to be

According to Chaoyang Research, ChangXin Technology surged 471% on its July 27 debut on the Shanghai Stock Exchange's STAR Market, with market capitalization briefly exceeding 3.3 trillion yuan. Nomura Securities issued a buy rating the same day with a 116-yuan price target, implying over 12x

According to the Bank of Korea, resident foreign currency deposits reached $113.33 billion at the end of June, up $1.08 billion from May, marking the third consecutive month of growth. The increase was driven primarily by higher dollar deposits at securities companies. Corporate dollar deposits