Global TradFi & Macroeconomics

US President Donald Trump may announce South Korea's investment plan in Alaska's liquefied natural gas (LNG) development project as early as the 30th (local time), according to Reuters citing multiple sources, driving Korean steel and pipe stocks sharply higher in early trading. The potential $54

Aribio Holdings stocks plunged in early trading after the company disclosed after market close the previous day that it terminated its merger agreement with unlisted drug developer Aribio. As of 9:15 AM, Aribio Holdings stocks traded at 3,075 won, down 840 won or 21.46% from the previous close.

According to CoinGecko, Bitcoin traded at $83,654 on September 30, maintaining strength above the $80,000 support level despite headwinds from rising Treasury yields and dollar strength. The cryptocurrency posted gains exceeding 40% this quarter, outpacing gold's recent weakness. Technical

According to Yuanta Securities analyst Baek Gil-hyeon in a September 30 report, October marks a critical verification period for the semiconductor sector, with earnings from Micron, Samsung Electronics, and SK Hynix expected to showcase structural improvements in AI data center demand and memory

According to Reuters, citing multiple informed sources, U.S. President Donald Trump announced on September 30 plans for South Korea to invest $54 billion in Alaska liquefied natural gas (LNG) development as part of broader Korean investment in the United States. South Korean steel pipe makers

South Korea's Finance Minister stated on September 30 that if bond yields rise excessively, the government will implement stabilization measures, including national debt repurchases.

According to Bitwise research released on September 30, 15 large institutions surveyed maintained or increased their Bitcoin holdings despite the asset's price falling 50% from $125,000 to $60,000. The institutions, including pension

KB Financial Group, Woori Financial Group, and Hana Financial Group convened committees on September 30 to begin CEO selection procedures for subsidiaries including bank presidents. The move follows FSS Governor Lee Chan-jin's breakfast meeting with financial holding company chairmen on the 23rd,

According to Yahoo Finance, Apple's new CEO John Ternus is reportedly planning layoffs across major teams while canceling certain projects, as the company grapples with soaring memory chip costs. The move comes as former CEO Tim Cook cited supply constraints, describing current memory prices as a "o

According to Bloomberg, the U.S. Securities and Exchange Commission filed lawsuits against Cryptoaiml Ltd. and TSAI Pro Ltd., alleging the platforms used false artificial intelligence-driven stock trading schemes to defraud hundreds of retail investors. The entities falsely claimed regulatory

According to Yonhapinfomax, on September 30, South Korea's four major financial groups initiated formal procedures to select new leaders for their subsidiary banks, whose terms expire on December 31. The Financial Supervisory Service has instructed the groups to prioritize merit-based selection

Shinhan Investment & Securities forecast the KOSPI band for Q4 at 6500-8300 in a report released on the 30th, attributing the Q3 market correction to multiple contraction rather than earnings deterioration. Research Committee member Roh Dong-gil stated that the US real interest rate rose to 2.85% fo

Cosmo Robotics stocks plunged to the daily limit-down on the 30th after police raided the company's office over alleged fraudulent sales reporting. The stock fell 3,220 won (29.98%) to 7,520 won at the Korea Exchange, triggered by the Seoul Metropolitan Police Agency Financial Crime Investigation

Independent research firm Aris projects Korea Miracle People Co., a KOSDAQ-listed consumer goods manufacturer, will achieve 40 billion won in consolidated revenue for 2026, a 32.0% increase from the previous year, with operating profit surging 207.7% to 4 billion won, according to researcher Lee

According to Shinhan Investment Securities on September 30, the South Korean stock market will likely move within a target band of 6,500 to 8,300 in the fourth quarter, based on a 12-month forward earnings per share (EPS) of 1,314 points and a fair price-to-earnings ratio (PER) of 8.42 times with a

According to Shinhan Investment Securities' forecast released on September 30, South Korea's KOSPI is expected to trade between 6,500 and 8,300 in the fourth quarter, with corporate earnings supporting the floor and U.S. real interest rates capping the ceiling. Analyst Roh Dong-gil attributed the th

SK Hynix's Solidigm subsidiary, originating from the company's approximately $9 billion acquisition of Intel's NAND business, is being discussed at valuations up to $150 billion as the company explores a potential US IPO. The valuation surge stems from surging enterprise SSD demand driven by AI