Global TradFi & Macroeconomics

SK Securities maintained a 'buy' rating and 1.85 million won target price for SK Square on the 30th, citing expected benefits from SK Hynix's share buyback and additional shareholder returns. SK Hynix completed 71.3% of its planned 40 trillion won share buyback as of the 29th, purchasing 17.15 milli

Yuanta Securities on 30일 raised its target price for Cosmax stocks to 330,000 won from 280,000 won, maintaining a 'BUY' rating as the cosmetics ODM manufacturer is expected to improve profitability driven by domestic indie brand growth and production capacity expansion. The previous closing price fo

Samsung Securities raised its target price for Hanwha Solutions to 41,000 won on the 30th, representing a 24.2% increase of 8,000 won from the previous target. The upward revision follows a 5% increase in the 12-month forward EBITDA estimate to 1.17 trillion won and an adjustment to the renewable en

According to Samsung Securities on September 30, the brokerage raised its price target for Hanwha Q Cells to 41,000 won, up 24.2% from 33,000 won. The upgrade reflects a 5% increase in 12-month forward EBITDA estimates and higher valuation multiples for renewable energy peers, driven by improving

According to Eugene Investment & Securities, on September 30, the firm raised Cosmax's stock price target from 280,000 won to 330,000 won, maintaining a 'BUY' rating. The upgrade reflects expanding profitability driven by growing K-beauty indie brands, which now represent 65% of the top 20

According to LinqAlpha, the AI-native financial intelligence company launched its Financial Data AI Marketplace and began supplying AI-ready financial data to domestic financial institutions on September 30. The platform provides structured financial data including corporate filings, earnings call t

Japan's industrial production expanded 3.4% year-over-year in August on an initial basis, falling short of the 7% forecast and slowing from the prior month's 3.9% growth, according to government data.

According to the U.S. Treasury's Office of Financial Research, hedge funds held $2 trillion in Treasury securities as of end-2025, nearly triple the amount from five years prior. This represents a record 7% of the $28.9 trillion tradable Treasury market, cited by CNBC. U.S. Federal Reserve data

JP Morgan upgraded its rating on Bloomin' Brands (NASDAQ:BLMN), the parent company of Outback Steakhouse, from Underweight to Neutral on 29일 (local time), while raising the target price from $6 to $13. The upgrade followed meetings with key executives including CEO Mike Spanos, CFO Eric Christel, an

Japan's retail sales grew 2.7% year-over-year in August, falling short of the 3.2% forecast and down from 4% in the previous month, according to official data.

Hanwha Investment & Securities on the 30th designated PS Keyhol Holdings as the top beneficiary of AI semiconductor back-end process investment, setting a target price of 270,000 won with a 'Buy' rating and naming it the top pick in the semiconductor materials/parts/equipment sector. The previous

Japan's August retail sales fell 1.2% month-on-month, missing the forecast of 1.1% decline and reversing from a 2.4% increase in July.

Japan's industrial production declined 1.7% month-on-month in August on a preliminary basis, falling short of expectations of 1.4% growth and marking a sharper contraction than July's 0.2% decline.

Japan's retail sales grew 2.7% year-on-year in August, according to government data, falling short of the 3.3% forecast. The prior month's figure was also revised downward to 3.7% from an initially reported 4.0%.

According to CNBC, Micron Technology will release its fiscal 2026 fourth-quarter earnings on September 30. Market consensus estimates call for earnings per share of $31.61 and revenue of $51.07 billion, with gross margin expected to reach approximately 86%, an all-time high. Investors are closely

According to Investing.com, on September 29, JPMorgan upgraded its rating on Bloomin' Brands (NASDAQ: BLMN), owner of Outback Steakhouse, from Underweight to Neutral and more than doubled its price target to $13 from $6. The upgrade followed meetings with CEO Mike Spanos, CFO Eric Christel, and Outb

According to Hana Financial Investment on September 30, PSK Holdings received a buy rating with a 270,000 KRW target price, making it the brokerage's top pick in the semiconductor materials and equipment sector. The stock closed at 180,800 KRW on the previous trading day. Hana Financial Investment

Hanwha Asset Management announced on September 30 that its PLUS 200 Covered Call Active ETF will distribute 152 KRW per share for September, with a monthly yield of 2.05%. The entire distribution is tax-free to investors. The ETF employs a covered call strategy combined with dividend avoidance tactics—selling holdings before ex-dividend dates and repurchasing at lower prices post-distribution—to generate distributions from tax-exempt capital gains and option premiums rather than taxable dividend

Yuanta Securities stated on the 30th that Samlip is structurally expected to normalize domestic business profitability and expand overseas growth operations. The brokerage did not provide an investment opinion or target price. Samlip presented 2026 as the profitability low point at an IR meeting

NH Investment & Securities on May 30 maintained a 'Buy' rating and 530,000 won target price for Samsung Electronics. The firm projected Q3 revenue of 200.9 trillion won and operating profit of 105.2 trillion won. Analyst Ryu Young-ho attributed the forecast to memory price increases and expanded