Global TradFi & Macroeconomics

Samsung Securities analysts predict that renewable energy, secondary battery, and energy storage system (ESS) stocks could benefit if the Democratic Party achieves a 'Blue Wave' by controlling both chambers in the US midterm elections on November 3. Park Hye-ran, a researcher at Samsung Securities,

According to Yonhapinfomax, two companies are conducting roadshows on South Korea's KOSDAQ exchange this week (Oct 6-8): T&E Korea will launch its roadshow on October 7, while air-cooled heat exchanger manufacturer DTS continues its roadshow through October 8. General subscription applications for t

According to data submitted to South Korea's parliament by the National Pension Service, the fund's KOSDAQ holdings reached 106.2 trillion won last year, marking the first time exceeding 100 trillion won. The KOSDAQ portion of combined KOSPI and KOSDAQ investments jumped to 40.6% from 3.9% in 2021.

According to Korea Exchange, from September 1 to October 2, foreign investors sold a net 20.3 trillion won of KOSPI-listed stocks, with SK Hynix accounting for 12 trillion won and Samsung Electronics for 5.2 trillion won—representing 84.7% of total net sales. SK Hynix's foreign ownership ratio

According to Samsung Securities analysts, if Democrats win control of both chambers in the U.S. midterm election on November 3, they have pledged to restore clean energy tax credits and expand energy storage system investments. The prediction market platform PolyMarket currently reflects a 62%

US memory semiconductor company Micron reported quarterly earnings and guidance exceeding market expectations last month 30th local time, lifting South Korean semiconductor stocks Samsung Electronics and SK Hynix. Samsung shares rose 2.79% to 276,000 won and SK Hynix gained 3.21% to 1,833,000 won on

According to financial investment reports released on September 30, U.S. memory semiconductor maker Micron posted fourth-quarter fiscal revenue of $54.23 billion, beating market expectations of $50.07 billion. The company also guided next-quarter revenue at $61.5 billion, surpassing forecasts. The s

According to Korean financial investment industry reports, Micron reported fourth-quarter revenue of $54.23 billion on September 30, exceeding market expectations of $51.07 billion. The company's next-quarter guidance of $61.5 billion also surpassed forecasts. AI infrastructure investments are

According to Jin10, Ecuador's state oil company reported that SOTE (Sistema de Oleoducto Trans-Ecuatoriano), the country's main state-owned pipeline system, suspended operations on October 3 after a fire broke out at a pumping station located in Napo Province. The 500-kilometer pipeline is

Bank of America identified concentration in artificial intelligence-related trades in the US stock market that resembles the period just before the dot-com bubble burst in 2000. According to BlockBeats and other outlets on October 4, Michael Hartnett, Bank of America's chief investment strategist, s

According to Iraq's state oil tanker company, on October 3, the company shipped 2 million barrels of crude oil through the Strait of Hormuz using a ship-to-ship transfer method to buyers waiting outside the strait. The state oil tanker company's executives confirmed this marks the first time in

According to Korean media outlet Edaily, Samsung quoted 2027 HBM4 memory pricing at $4 per Gb for major customers on October 2, representing a threefold increase from current HBM3E levels of approximately $1.50 per Gb. Samsung's HBM4 features data transmission speeds of 11.7 to 13 gigabits per

Tesla delivered 486,532 vehicles in the third quarter on Friday, exceeding analyst consensus expectations of 461,974 units by approximately 25,000. The report marked the company's strongest single-day performance in recent weeks, with shares closing up 4.65% to $370.59. Key highlights included

According to Farside Investors, U.S. spot Bitcoin ETFs recorded net inflows of $82.9 million for the week ending October 4. BlackRock's IBIT led inflows with $292 million, while ARK 21Shares ARKB and Grayscale Bitcoin Mini Trust added $25.5 million and $24.9 million respectively. Meanwhile, Graysca

According to Ember Monitor, the largest short position opened on CXMT (Changxin Memory Technology) before its listing closed its entire position 10 hours ago on October 3, realizing a total loss of $10.98 million. The loss comprises $5.18 million in funding fees and $5.80 million in mark-to-market l

According to China National Offshore Oil Corporation (CNOOC), the main structure of the Dongfang 1-1 gas field central platform—China's first offshore carbon storage and enhanced gas recovery demonstration project—has been completed on October 4 and entered full commissioning phase. Once

According to Bank of America Chief Investment Strategist Michael Hartnett, on October 4, the current U.S. stock market structure closely mirrors conditions before the 2000 dot-com bubble peak. AI stocks are soaring while other sectors face pressure, similar to 2000 when tech stocks surged over 40% a

According to Nikkei Asia, Toshiba announced on October 2 plans to invest $380 million to double its hard drive production capacity at its Philippine facility by fiscal 2027, aiming to capture growing AI and cloud data center storage demand. The expansion, the company's first major HDD investment in

South Korean gold investors experienced significant losses as gold banking balances at three major banks dropped 31.6% from 2.4 trillion won at January end to 1.6 trillion won on September 30. The decline followed a 27.7% drop in KRX gold spot prices, which closed at 182,940 won per gram on Septembe