Global TradFi & Macroeconomics

In August, Japan's core CPI rose to 1.8% year-over-year, beating market expectations of 1.7%. The prior month's reading was also revised downward from 1.90% to 1.70%, marking a 0.20 percentage point correction.

Japan's job openings-to-applicants ratio for July came in at 1.18, falling short of the forecasted 1.19 and matching the previous month's reading of 1.18, according to official data.

According to Japan's Ministry of Health, Labour and Welfare data, the unemployment rate fell to 2.4% in July, lower than the forecast of 2.50% and the previous month's 2.50%.

According to Yonhapinfomax, Samsung Biologics announced on August 28 a 3.9 trillion won capital increase, with 2.7 trillion won designated for acquiring Polypeptide Group, a global peptide contract development and manufacturing organization (CDMO), at 1.46 billion Swiss francs. This marks the

Japan's July unemployment rate will be released in approximately 10 minutes.

Yuanta Securities raised its target price for S-Oil to 205,000 won from 175,000 won on May 28, citing stronger-than-expected refining industry conditions and second-half performance momentum. The brokerage attributed the upward revision to sustained high refining margins driven by global petroleum p

The Bank of Korea raised its base rate from 2.75% to 3.00% on the 27th, marking the second consecutive monthly increase following a July hike. Governor Shin Hyun-song stated the back-to-back rate increase reflects the central bank's commitment to preemptive tightening, using the Korean proverb

Samsung Biologics announced a 3 trillion won rights offering to fund its acquisition of Swiss PolyPeptide Group. The deal represents the largest pharmaceutical and biotechnology merger and acquisition in South Korea. The company will issue 2.27 million new shares at 1.322 million won per share, repr

Korean government bond futures declined in overnight trading on May 28, tracking weakness in US Treasuries. The 3-year Korea Treasury Bond (KTB) futures contract closed down 4 ticks at 103.47, while the 10-year contract fell 7 ticks to 106.26, according to Seoul bond market data. The declines

According to Yonhap Infomax citing FSC disclosures on August 28, Samsung BioLogics announced a 30 trillion won (approximately 23 billion USD) equity offering. The company will issue 2.27 million new shares, representing 4.9% of existing shares outstanding at 1.322 million won per share.

According to CNBC, Salesforce stock surged 22% on Thursday (August 27) after the company reported better-than-expected Q2 results and announced expanded collaboration with AI startup Anthropic. The stock rally marks Salesforce's second-largest single-day gain in history, trailing only a

Raymond James analyst Simon Leopold raised NVIDIA's price target from $352 to $550 on the 28th, according to Yahoo Finance. The new target represents a 141% upside from the closing price of $227.98 (+8.74%) on the 27th. Leopold cited NVIDIA's FY2028 guidance projecting 70% revenue growth and the acc

DSC Investment formed its largest fund to date in September, seven months ahead of the government's National Growth Fund first-round application deadline in April. The venture capital firm closed Homerun Fund No. 2 with total commitments of 347 billion won during a period when expectations for

According to Raymond James analyst Simon Leopold, reported by Yahoo Finance on August 28, the firm raised Nvidia's price target from $352 to $550, representing 141% upside from Wednesday's closing price of $227.98. The increase reflects confidence in the company's FY2028 guidance projecting 70%

SK Telecom established SK Horizon, a dedicated AI data center operating entity, on the 28th through a spin-off of its wholly owned subsidiary SK Broadband, while securing 3.08 trillion won in external funding from global private equity firm KKR and the IMM Investment-Stonebridge Capital

Marvell Technology (NAS:MRVL) reported fiscal year 2027 second quarter earnings on the 27th (US local time) that exceeded estimates, but the stock fell over 5% in after-hours trading. The semiconductor company posted revenue of $2.739 billion for the May-July period, up 37% year-over-year and 13% qu

Samsung Electronics was identified as the primary beneficiary of China's AI data center investment expansion by KB Securities on the 28th, according to a report by Edaily. Kim Dong-won, Head of Research at KB Securities, stated that global AI data center investment will unfold as a duopoly with the

According to Investing.com and CNBC, Marvell Technology (NAS: MRVL) reported fiscal 2027 second quarter revenue of $27.39 billion on August 27, beating Wall Street's consensus estimate of $27.1 billion. The figure represented a 37% year-over-year increase, driven by surging demand for AI

iShares Silver Trust, the world's largest silver exchange-traded fund, reduced its holdings by 16.87 tons compared to the previous day, bringing its total silver holdings to 15,345.86 tons.

NH Investment & Securities on May 28 lowered its target price for Samsung Heavy Industries by 6% to 32,000 won while maintaining a 'Buy' investment rating. Analyst Jung Yeon-seung reduced the long-term growth rate from 1.0% to 0.5% and adjusted the target price-to-book ratio (PBR) to 3.4x,