Global TradFi & Macroeconomics

According to SK Securities on September 30, the brokerage raised Park Systems' target price from 350,000 to 390,000 KRW, citing new growth opportunities in postprocessing measurement for advanced AI semiconductor packaging. SK Securities maintained a 'buy' rating and forecasts 2024 revenue of 248

According to SK Securities, the firm raised its target price for Park Systems (140860) to 390,000 Korean won from 350,000 won on September 30, maintaining a 'buy' rating. Analyst Lee Dong-ju cited emerging demand in advanced semiconductor post-processing metrology driven by AI chip packaging

Investment bank TD Cowen initiated coverage on SpaceX (NAS:SPCX) with a Buy rating and a $200 price target on the 29th (local time), according to CNBC. TD Cowen analyst John Blackledge identified ground artificial intelligence (AI) computing infrastructure rental as the company's core future

According to Axios on Tuesday (September 29), OpenAI's annualized recurring revenue (ARR) approached $70 billion, driven by a surge in enterprise sales that doubled since July. Oracle, OpenAI's major cloud computing partner, rose 4% to $137.79 per share following the report, as analysts note the rev

Joud Abdel Majeid, co-head of BlackRock's Global Partners Office (GPO), held a business roundtable with executives from seven major Korean companies on 전일 오후 at The Grand Lotte Hotel in Seoul, according to the financial investment industry on 30일. The closed-door meeting brought together

Oura, a global smart ring manufacturer that tracks health metrics, postponed its initial public offering one day before its scheduled Nasdaq listing on the 30th. The company cited market uncertainty as the reason for the delay despite receiving strong investor demand. Oura had planned to price

According to Zhitong Finance, on Tuesday (September 30), Hong Kong-listed stock ADR indices rose to 24,529.21 points, up 0.02%, as U.S. stocks fell. Major blue-chip stocks declined, with HSBC Holdings dropping 0.59% and Tencent Holdings falling 0.99% from their Hong Kong closing

On Sep 30, Hang Seng Index October futures closed at 24,364 points, declining 85 points or 0.348%, trading at a discount of 160 points. Open interest totaled 122,798 contracts, down 1,518 contracts from the previous session, while net open interest stood at 47,916 contracts, up 1,595 contracts.

According to CNBC, TD Cowen initiated coverage of SpaceX on September 29 with a Buy rating and $200 price target. Analyst John Blackledge identified on-ground AI computing infrastructure rental as the company's key growth driver, estimating annual recurring revenue (ARR) from this segment at $41

Shinhan Investment & Securities issued a report on LX International (001120) on Sept 30, forecasting the company's third-quarter operating profit will reach 134.9 billion won, a 108.2% year-over-year increase that exceeds the market consensus of 121.9 billion won. The securities firm attributed the

Shinhan Investment Securities forecasts this year as the earnings trough for Samlip (005610), projecting profitability normalization through business portfolio improvement and overseas expansion. The brokerage highlighted Samlip's goal of achieving 170 billion won in operating profit on a

According to SK Securities analyst Choi Kwan-soon, on September 30, SK Square maintained a 'buy' rating with a target price of 1.85 million won. SK Hynix, SK Square's subsidiary, has completed 71.3% of its planned 40 trillion won share buyback program (17.15 million of 24.07 million shares

Samsung Electronics' strategic value in the memory business is expected to be re-evaluated based on artificial intelligence (AI) infrastructure investment and DRAM price increases, KB Securities said on the 30th. The securities firm highlighted Samsung's $500 million investment in US AI infrastructu

NexChange, a preparatory corporation for a fractional investment over-the-counter exchange, held its founding ceremony on the 29th with 21 investor institutions including NexTrade (NXT). The company will operate an OTC platform for distributing token securities (STO) and fractional investment

SK Innovation's stock has surged 56% year-to-date as of September 30, 2026, according to Korea Exchange data, with the company poised for record-high earnings this year. Analyst consensus, led by firms including Hana Securities and IM Securities, projects the company's 2026 operating profit will

According to KB Securities, Samsung Electronics and affiliates will invest $1 billion in AI infrastructure firm Helix on September 30, with Samsung Electronics contributing $500 million. The investment marks Samsung's direct entry into AI data center demand chain, moving beyond passive financial

According to F&Guide and multiple brokerage firms, SK Innovation's 2026 operating profit is expected to surpass 10 trillion Korean won for the first time in company history, with its stock price up 56.32% year-to-date as of September 30. The rally is driven by strong refining and lubricant

On September 29, Nextchange, a preparation company for fractional investment over-the-counter (OTC) exchange handling security token (STO) distribution, was officially established by 21 founding institutions including Nexttrade (NXT). Jung Yu-shin, a professor from Seogang University's Graduate

According to Ford CEO Jim Farley on September 29, the U.S. must exercise extreme caution in determining how to allow Chinese automakers into its market, citing Europe as a cautionary example of a market already lost to Chinese competition. Addressing the Automotive News conference in Detroit, Farley

NH Investment & Securities, Kiwoom Securities, and Korea Investment & Securities outlined their US market expansion strategies in interviews conducted May 14-16 (local time) at their Manhattan offices. The three