Global TradFi & Macroeconomics

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

Nvidia is pushing a $500 billion financing plan using AI chips as collateral, but it faces scrutiny from Wall Street banks over chip lifespan and residual value. On Oct 1, Nvidia stock rose 1% to $230.86 despite the controversy. Nvidia CEO Jensen Huang argues that high-end GPUs can generate

Token Terminal highlighted in a recent tweet that tokenized stocks are positioned to bring over 10,000 established businesses into onchain finance. These assets will be available onchain from day one, according to the observation, enhancing liquidity and usability across decentralized finance

K-fashion platform Musinsa's initial public offering valuation is being discussed in the 8-10 trillion won range, but IBK Securities analyst Jo Kyung-jin stated on the 2nd that additional performance confirmation is needed to justify a valuation above 8 trillion won. The company filed a KOSPI

Japan's Tokyo unadjusted CPI rose to 0.6% month-on-month in September, up from 0.4% in the prior month.

According to IBK Investment & Securities, K-fashion e-commerce platform Musinsa is facing valuations of 8-10 trillion Korean won (approximately $6-7.5 billion USD equivalent) as it prepares for its expected 2027 IPO, though analysts emphasize additional financial confirmation is necessary. At an 8 t

According to IBK Securities analyst Jo Kyung-jin today, South Korean fashion e-commerce platform Musinsa's valuation range of 8-10 trillion won ahead of its initial public offering largely reflects future growth potential and platform value rather than current earnings. Based on 2025 performance, an

According to Yonhap Infomax, on October 1 (U.S. Eastern time), U.S. Treasury yields plummeted after reaching 24-year highs, with the 10-year yield falling 5.8 basis points to 5.235% and the 30-year yield dropping 3.5bp to 5.603%. The 2-year yield fell 10bp to 4.787% amid broad reversal buying after

According to Yonhap Infomax, Samsung Electronics is expected to post operating profit of approximately 105.5 trillion won in Q3 2026, representing a 767% year-over-year increase from the same period last year, with revenue reaching 198.8 trillion won. The earnings surge is primarily driven by

According to Zhitong Finance, the Hang Seng Index ADR fell on Thursday (October 2), closing at 24,451.60 points, down 161.67 points or 0.66%, while major U.S. equity indices posted gains. Among large-cap blue chips, HSBC Holdings declined 4.83% to 150.361 Hong Kong dollars, and Tencent Holdings fell

Hanwha Financial, led by Hanwha Life Vice Chairman Kim Dong-won, is accelerating business expansion through capital increases at its securities unit and the acquisition of capital and savings bank operations. On the 30th of last month, Hanwha Investment & Securities approved a 5,000 billion won

Samsung Electronics and SK Hynix showed divergent movements in pre-market trading on the 2nd, with Samsung down 0.54% to 274,500 won and SK Hynix up 0.22% to 1,837,000 won as of 8:11 AM. The split performance reflected competing pressures from strong US semiconductor stocks overnight and rising US T

According to Yonhapnews, on September 30, Hanwha Investment Securities announced a 500 billion won third-party allotment capital increase, with Hanwha Asset Management and Hanwha Life each contributing 250 billion won. The company also plans to issue up to 400 billion won in subordinated bonds,

According to Newsis, on October 2, South Korean semiconductor giants Samsung Electronics and SK Hynix showed mixed moves in pre-market trading amid rising U.S. Treasury yields. As of 8:11 a.m. local time, Samsung Electronics fell 0.54% to 274,500 won, while SK Hynix rose 0.22% to 1,837,000 won.

According to independent stock analyst Mostly Borrowed Ideas (MBI), after testing Meta's AI agent Muse approximately 10 days following its September launch, he cleared his Airbnb position and increased Meta holdings. During testing, MBI requested Muse to recommend five accommodations within two

Japan's Tokyo CPI rose 2.7% year-on-year in September, surpassing the forecast of 2.5% and the prior month's reading of 1.9%.

Japan's unemployment rate reached 2.5% in August, beating economists' expectation of 2.4% and rising from 2.4% in July.

Japan's Tokyo core consumer price index (CPI) climbed to 2.7% year-on-year in September, surpassing the expected 2.3% and marking a significant rise from the previous month's 1.80%.

According to Citigroup's analysis released today (October 1), the bank raised its 12-month Bitcoin price target from $82,000 to $113,000 and its Ethereum target from $2,240 to $3,028, citing increased inflows into Bitcoin spot ETFs and favorable macroeconomic conditions. U.S. Bitcoin spot ETFs