Gate Insights and Crypto Market Analysis

Korean Treasury futures declined in overnight trading on July 24, driven by a sharp surge in international crude oil prices. The 3-year Treasury futures closed 7 ticks lower at 102.62 compared to the previous day's regular session close, while the 10-year futures fell 21 ticks to 104.34. The decline

Morgan Stanley faces mounting challenges in South Korea following exclusion from SK Hynix's $40 trillion ADR listing mandate and a series of failed transactions. The global investment bank was the sole major firm left out when Bank of America, Citigroup, Goldman Sachs, and JP Morgan were selected as

AmorePacific is forecast to deliver strong Q2 earnings driven by high growth in North America and Europe alongside robust performance from subsidiary COSRX. According to a survey of 11 securities firms by Yonhap Infomax, the company's Q2 revenue is expected to reach 1.0896 trillion won with

Mubadala Capital, the alternative asset management arm of Abu Dhabi's Mubadala Investment Company overseeing roughly $430 billion in assets, tokenized its Alternative Solutions Fund, with $75 million onchain as of July 23, 2026, according to The National. Coinbase took a direct balance sheet stake i

The Blue House announced on the 24th that South Korea will consult with the United States to maintain the existing Korea-US tariff agreement. The US imposed forced labor tariffs on 60 countries including South Korea under Trade Act Section 301. The tariffs stem from whether countries have

BFM Company Limited launched Bitcoinist.App on July 23, 2026, exclusively on iOS via the Apple App Store, introducing a Bitcoin mining application that connects users to remotely hosted hashpower without requiring physical mining equipment. The app addresses accessibility barriers by allowing users

Jungwon Ensis decided to purchase and cancel 1 billion KRW worth of treasury stocks starting from the 27th for three months. The board approved the buyback program via NH Investment & Securities following a 1.4 billion KRW treasury stock cancellation last month. The company aims to resolve

SK Inc. announced on the 24th a tender offer for shares of its subsidiary SK Signet, a KONEX-listed electric vehicle charging company, at 8,200 won per share—a premium of over 20% above the recent one-month volume-weighted average price. The tender offer, running from the 24th through the 24th of ne

Apple is expected to launch a new iPhone lease program called 'Apple Upgrade' on May 28 in the United States, according to a KB Securities report. The program will allow consumers to pay for iPhones over 24 months, aiming to shorten the replacement cycle from 3-4 years to around 2 years. KB Securiti

iM Securities maintained its 'Buy' rating and 650,000 won target price for Hyundai Motor Company on July 24 after second-quarter results missed consensus. Analyst Lee Sang-soo stated production disruptions caused the shortfall, yet the stock rose post-announcement. The market views Q2

Samsung E&A Stocks received an upgraded target price and order forecast from NH Investment & Securities on the 24th, driven by semiconductor facility expansion and Middle East reconstruction opportunities. Analyst Lee Eun-sang maintained a Buy rating while raising the target price 11% to 80,000

The US Treasury Department maintained South Korea on its currency monitoring list on the 23rd (local time), alongside nine other countries including China, Japan, Taiwan, Thailand, Singapore, Vietnam, Germany, Ireland, and Switzerland. Korea met two of the Treasury's three evaluation criteria: a cur

iM Securities raised its target price for Samsung E&A (028050) to 69,000 won from 67,000 won on July 24, representing a 3% increase, while maintaining a 'Buy' rating. Analyst Bae Se-ho cited the acceleration of advanced industry order expansion as the reason for the revision, noting the company's

iM Securities downgraded Samsung Biologics' target price from 2.2 million won to 1.9 million won on July 24 while maintaining its Buy rating, adjusting facility investment estimates following Plant 6 construction and Campus 3 updates. Analyst Jeong Jae-won cited Q2 earnings results and the

Kyobo Securities dismissed Park, its Wealth Management (WM) division head, following disciplinary action for a 6-month salary reduction and mutual respect violation. The dismissal occurred approximately 10 months after Park was appointed to the role last September. The leadership change comes as Kyo

US stocks declined on the 23rd local time as oil prices surged past $100 amid escalating Middle East tensions, with Tesla falling 14% and Alphabet dropping 7%. The selloff was driven by concerns over inflation resurgence from high oil prices, potential Federal Reserve interest rate hikes, and

Rep. Kim Nam-geun, secretary of South Korea's National Assembly K Capital Market Special Committee, announced three legislative priorities for the second half of the parliamentary session in a recent interview marking the one-year anniversary of Commercial Act revisions. The Democratic Party

South Korea's Democratic Party K-Capital Market Special Committee is considering reducing single-stock ETF leverage ratios from 2x to 1.5x amid volatility concerns. Academic analysis using a 2022 formula by Matthew Cruz of Westminster University calculated optimal leverage at 1.44x for SK Hynix stoc

Seoul High Court Family Division 1, presided by Judge Lee Sang-joo, will announce its ruling on the remanded divorce asset division case between SK Group Chairman Choi Tae-won and Art Center Nabi Director Roh So-young at 2 PM on the 24th. The Supreme Court overturned the second trial's asset divisio

SpaceX stock declined to $118.25 at close on the 23rd (local time), falling below its $135 IPO price after peaking at $225.64 on the 16th of last month, according to Reuters citing Ortex Technologies data on the 23rd (local time). Short sellers holding positions in SpaceX have accumulated $15.5