Global TradFi & Macroeconomics

According to Bloomberg, family offices from the Americas, Europe, and the Middle East have built a combined $3.8 billion stake in SpaceX, the rocket, satellite, and artificial intelligence company founded by Elon Musk. Among them, the family office of Nick Pritzker, heir to the Hyatt hotel

According to Hong Kong Stock Exchange data, Huang Wenhui increased his holdings in Wisdom Group Holdings International (01539) by 720,000 shares on August 14 at HK$0.3335 per share, totaling approximately HK$240,100. Following the transaction, his total shareholding increased to approximately 1.925

According to Hong Kong Exchange and Clearing Limited, FIL Limited reduced its holding in Ruishen Dongsoft Group (09616) by 500,000 shares on August 12, priced at HKD 2.1431 per share, for a total value of approximately HKD 1.0716 million. Following the reduction, FIL Limited's shareholding

According to Hong Kong Stock Exchange data, on August 12, BlackRock increased its stake in Silvantis Smart Equipment (00470) by 4.704 million shares at HK$31.57 per share, totaling approximately HK$148.5 million. Following the purchase, BlackRock's total holding in the company rose to 119.998 millio

According to Hong Kong Exchanges and Clearing data, on August 13, Wellington Management Group LLP increased its holdings in Kinepharm-B (02595) by 288,000 shares at 31.4819 HKD per share, totaling approximately 906,700 HKD. Following the increase, the firm's total holdings reached approximately 24.6

According to Hong Kong Stock Exchange data, on August 12, De Yong Jia Group (00321) Chairman Pan Binze increased his stake by 588,000 shares at HK$1.08 per share, with a total transaction value of approximately HK$635,000. Following the increase, his total holdings rose to approximately 774

According to Zhitong Finance, Geely Auto Holdings Ltd. (HK:00175) announced management changes on August 17, 2026. Effective August 18, An Conghui has been appointed chairman of the board, Gui Shenyue will serve as vice-chairman and

According to its official announcement on August 17, Diptech Technology (01384) completed a share placement of 14.286 million new H shares, raising net proceeds of approximately HK$488 million. The funds will support the company's enterprise AI agent and token productivity platform

According to Hong Kong stock exchange data reported by Zhitong Finance, on August 13, eLong, Inc. increased its stake in Didi Chuxing (02559) by 35.58 million shares at HK$1.3875 per share, for a total of approximately HK$49.37 million. Following the transaction, eLong's total shareholding reached a

Research directors at 11 major South Korean securities firms predict the country's stock market will see reduced concentration in semiconductor stocks during the second half of the year, according to a survey reported by 한국경제신문. The survey found 90.9% of respondents expect individual stocks and

Bank of America reiterated its Buy rating on Micron Technology Inc. (MU) stocks with a $1,550 price target, projecting the company's fiscal 2030 earnings per share could reach $200 to $250, according to TheFly. This forecast significantly exceeds Wall Street's current consensus peak estimate of $160

According to Korean Economic TV's survey of 11 major securities firms on August 17, 90.9% predict South Korea's semiconductor concentration will ease in the second half of 2026 as gains broaden across individual stocks and sectors. The survey respondents expect either consolidation with sectoral

According to BofA, Micron (MU) could see fiscal 2030 earnings per share of $200-$250, well above Wall Street's current consensus of $160-$170, as the firm believes the memory industry is entering a structurally stronger phase. BofA reiterated its buy rating with a $1,550 price target, implying

According to Zhitong Finance app, Tien Fu (06868) reported H1 2026 interim results with revenue of HK$624 million, down 7.2% year-over-year, and net profit attributable to shareholders of HK$46.781 million, declining 4.03% year-over-year. The company attributed the earnings decline to weak

According to Tianfu (06868), the company will distribute HK$0.02 per share as an interim dividend on September 29, 2026, for the six-month period ended June 30, 2026.

Phillip Securities reiterated a 'Sell' rating on SpaceX (SPCX) stocks with a $75 price target, implying a 47% downside from current levels. The brokerage warned that the revenue which pushed SpaceX's artificial intelligence business into profit may not be durable, citing customer concentration

IOL Group launched IOL Privé, a digital wealth platform powered by DriveWealth's U.S. brokerage infrastructure, targeting affluent Latin American investors seeking international diversification. The service combines individual U.S. investment accounts with portfolio advice, offering U.S. shares, Ame

According to its annual report, Saudi Arabia's Public Investment Fund (PIF) delivered an annualized shareholder total return of 5.8% since the establishment of the Vision Realization Plan (VRP).

According to its annual report, Saudi Arabia's Public Investment Fund (PIF) reported a 4.2% decline in shareholder total return rate for 2025.

According to Phillip Securities, the brokerage reiterated a 'Sell' rating and $75 price target for SpaceX on Monday, implying a 47% downside, citing risks from customer concentration and unsustainable contract terms. The firm flagged that one AI customer generated 19.5% of SpaceX's second-quarter re