Global TradFi & Macroeconomics

According to an official announcement, Neuberger Berman completed its acquisition of Schroders on October 1, creating a global asset manager with $2.6 trillion in assets under management. The combined firm is the only asset manager ranking in the top 10 globally across all three major segments:

According to Shinhan Asset Management, the SOL Global DRAM Semiconductor Plus ETF will list on October 7, comprising 10 global memory and chipmaking stocks. The fund allocates approximately 90% to seven major memory companies—Samsung Electronics, SK Hynix, Micron, SanDisk, Kioxia, Seagate, and

According to the Financial Supervisory Service, outstanding balances of derivative-linked securities and bonds reached 96.7 trillion won as of end-June 2026, marking the highest level since June 2023. The balance increased by 9.5 trillion won (10.9%) year-over-year. Total issuance in the first

According to IBK Investment Securities report on October 2, Donguk Pharmaceuticals forecast H2 revenue of 547.5 billion Korean won and operating profit of 60.1 billion won, representing 16.6% and 22.5% year-over-year growth respectively. The growth is driven by expanded healthcare and cosmetics ope

According to Neuberger Berman, the company completed its acquisition of Schroders Asset Management on October 1, creating a global asset manager with $2.6 trillion in assets under management. The combined entity ranks in the top 10 globally across three asset classes—active equities, active bonds, a

According to LS Securities analyst Lee Jae-hyuk, on October 2, the brokerage upgraded Korean Air's price target by 21.2% to 40,000 won from 33,000 won, maintaining a "buy" rating. The analyst expects third and fourth quarter operating profit to reach 538.4 billion won, up 43.1% year-over-year and

According to Nuveen, the asset management firm completed its acquisition of Schroders asset management on October 1, creating a global platform with $2.6 trillion in assets under management. The combined entity ranks in the top 10 globally across three segments: active equities, active fixed

Nike Inc. shares slumped 9% after-hours on Thursday (Oct 1) after CEO Elliott Hill issued a soft fiscal 2027 forecast and acknowledged that the turnaround in Sportswear, Jordan Brand, and Greater China "will take time." The company guided adjusted EPS to $1.15–$1.35, significantly below analyst

Japan's base money fell 15.2% year-over-year in September, according to official data, improving slightly from the previous reading of -15.7%, marking a 0.5 percentage point narrowing in the year-on-year

Kiwoom Securities identified Hyundai Engineering & Construction as the Korean construction stock positioned to gain the most from Korea-US strategic investment projects in a report released on the 2nd. Analyst Shin Dae-hyun stated the assessment reflects differing benefit scales across three project

According to E-Daily, Hyurim Robotics, a KOSDAQ-listed robotics company, completed its September 29-30 general public offering on October 2, achieving a cumulative subscription rate of 13,571%. The company received 52.398 million share applications against a planned 386,102 shares, bringing in

Samsung Securities on the 2nd lowered its target price for Studio Dragon from 33,000 won to 30,500 won while maintaining a 'buy' rating, citing the company's strategic shift toward profitability over production volume expansion. Analyst Choi Min-ha stated that structural profitability improvements a

Korea Securities Depository announced a comprehensive overhaul of its settlement system for foreign investors, renaming the existing Settlement Facilitation Funds system to Settlement Performance Collateral. The revision expands collateral recognition to include stock evaluation amounts received

US stocks rose in today's session as semiconductor strength and falling Treasury yields offset concerns over surging oil prices. The Philadelphia Semiconductor Index climbed 1.6% with Micron gaining 3% and SanDisk advancing 2.75%, while the 2-year Treasury yield dropped over 10 basis points to 4.79%

One month remains until the US midterm elections scheduled for November 3, with 435 House seats, 35 Senate seats, and 36 state governorships at stake, according to commentary by Han Sang-chun, editorial writer at the Korea Economic Daily. Trump's job approval stands at 38.7%, below the 40%

According to Yonhap Infomax, on October 2, the Korea Securities Depository (KSD) announced sweeping reforms to its settlement system for foreign investors. The agency renamed the 'Settlement Promotion Fund' to 'Settlement Performance Guarantee' and expanded its scope to include the evaluated value o

According to Samsung Securities on October 2, the brokerage downgraded its price target for Studio Dragon to 30,500 Korean won from 33,000 won, citing structural profitability improvements despite lower production volume. The firm maintained its "Buy" rating. Samsung Securities forecasts Studio Dra

According to overnight New York trading, Tesla closed lower despite reporting strong European demand, with September vehicle registrations surging 62% in France and 38% in Sweden compared to a year earlier. European registrations for January–August were up over 43% versus the prior year, outpacing t

According to Samsung Securities, on October 2, the firm cut Studio Dragon's target price to 30,500 Korean won from 33,000 won while maintaining a buy rating. The analyst noted that despite lower production volumes this year (22-24 titles projected), structural profitability improvements are

According to Bernstein, shares of Coherent, Lumentum, and Ciena surged on October 1 after the investment firm assigned all three optical networking companies an "outperform" rating, calling them structural winners in AI infrastructure. Coherent climbed 10.90%, Lumentum rose 7.67%, and Ciena