Global TradFi & Macroeconomics

According to Hong Kong Exchange filings, on September 30, Fiberhome Telecom (06869) saw a shareholder position transfer worth HKD 1.453 billion, representing 2.06% of total positions. The shareholder deposited 3.0965 million shares with HSBC and withdrew 4.17 million shares from Citibank. The

According to Hong Kong Stock Exchange data, shareholder of 5100 Tibet Glacier (01115) deposited 380 million shares into Huatai Hong Kong on September 30, increasing the shareholding ratio by 6.32%. The deposited shares had a total market value of 201 million Hong Kong dollars, accounting for 6.32% o

On September 30, XMCN (02699) saw warehouse position changes totaling HK$10.02 million, representing 6.91% of holdings. The transfer involved 980,000 shares moved from Dahua Zhanxian (Hong Kong).

On September 30, PERFECTECH INTL (00765) shareholders deposited 41.6416 million shares into CITIC Securities Hong Kong broker, according to Hong Kong Stock Exchange records. The holdings position is valued at HK$7.028 million, accounting for 8.55% of total outstanding shares, with the shareholding r

According to Hong Kong Exchange data, Shandong Gold (01787) experienced a share transfer on September 30, with a total repositioned value of HK$614 million, representing 3.33% of the company. The company transferred 26.61 million shares to Citibank and transferred out 12.99 million shares from

According to Hong Kong Exchanges and Clearing, Dajiao Huigu (08205) saw shareholding changes on September 30, with a total transfer value of HK$4.244 million, representing 7.94% of outstanding shares. The company's shareholders transferred 10.476 million shares from Guotai Junan (Hong Kong) to Yinglijian Securities. The company reported interim results showing revenue of RMB 23.084 million, down 35.08% year-over-year, and a net loss attributable to parent company of RMB 5.027 million, narrowing

According to Hong Kong Stock Exchange filings, on September 30, shareholders of Guminaing (01364) deposited 516 million shares into HSBC, with the overall position valued at HKD 16.416 billion, representing 31.50% of total holdings and increasing their shareholding

On October 1, South Korea confirmed a $200 billion investment program in the United States following the conclusion of a 14-month negotiation that began with tariff talks in July 2025. The deal includes projects such as Texas LNG facilities, eight nuclear reactors, and Alaska LNG operations.

Micron reported record quarterly revenue of $54.23 billion and full-year results for fiscal 2026 Q4, driven by explosive growth in its AI datacenter business. Datacenter segment revenue surged to $18 billion from $1.577 billion a year earlier, marking an 11-fold increase as AI demand outpaces

According to Phillip Nova analyst Priyanka Sachdeva on October 2, oil markets are increasingly pricing in a risk premium due to the lack of a clear diplomatic path to resolution. "Markets can tolerate uncertainty for a period, but as a breakthrough continues to elude them, patience is wearing

US labor market watchers are focused on whether employment stability will continue as September non-farm payroll data approaches release. Job growth is expected to slow from the previous month, with unemployment and layoffs forecast to remain at low levels, leading to observations that the Federal

Korean retail investors experienced sharply divergent returns across major asset classes in Q3 (July-September), with Bitcoin delivering the highest gains while domestic stocks suffered steep losses. Bitcoin rose 24.6% in Korean won terms from the end of June to the end of September,

According to Dow Jones consensus forecasts, the U.S. non-farm payrolls report for September is expected to show 84,000 new jobs added, a significant slowdown from August's 162,000, with the unemployment rate forecast to hold steady at 4.1%. The Labor Department will release the employment report on

In the third quarter (July-September), Bitcoin delivered the strongest returns among major assets held by domestic South Korean investors. According to Korea Exchange and data from Yahoo Finance and CoinGlass, Bitcoin appreciated 24.6% in Korean won and 42.7% in U.S. dollar terms from

Applied Materials announced today (October 2) that Bestem Semiconductor has joined its Equipment and Process Innovation and Commercialization (EPIC) center as an innovation partner, expanding their long-term strategic collaboration. The expanded partnership will focus on next-generation 3D IC

Korean space and telecommunications stocks surged on May 2 morning trading following news that South Korea's Korea Astronomy and Space Science Institute will participate as an international partner in NASA's next-generation infrared space telescope project PRIMA. The rally was driven by

Tesla, Inc. (TSLA) stock ended Thursday 0.2% lower at $354.11, heading for its worst week in more than two months with a 5% weekly decline ahead of Friday's third-quarter delivery report. Deepwater Asset Management Managing Partner Gene Munster expects Tesla to deliver 497,000 vehicles in the

Top-performing investors at Mirae Asset Securities reversed their position on Samsung Electro-Mechanics on the 2nd, making it their most net-bought stock after ranking it as their top net-sold stock the previous day. The trading shift occurred as the stock remained in a box range for seven trading d

South Korean technology stocks surged on October 2 morning following news that the Korean Astronomy Institute joined NASA's next-generation infrared space telescope project PRIMA as an international partner. SPIER led the gains, rising 8.06% to 24,800 won, while Nara Space Technology climbed 6.36% a

According to Gene Munster of Deepwater Asset Management, Tesla is expected to deliver 497,000 vehicles in Q3, above Street consensus of 461,000, signaling that the EV winter is beginning to thaw. Munster cited rising gasoline prices, growing awareness of Full Self-Driving (FSD), and doubled lead