Global TradFi & Macroeconomics

According to Korea Securities Depository SAVERO portal, Korean retail investors made $4.668 billion (6.7 trillion won) in net U.S. stock purchases in July alone, the largest monthly amount since January. However, during June and July combined, their holdings declined by approximately 337 billion

According to Korea Exchange, 90% of newly listed South Korean stocks (18 out of 20) traded below their IPO prices as of July 31. Only two companies, Cosmo Robotics (up 145.7%) and Machina Rocks (up 34.3%), traded above offer prices, while most saw sharp declines, with StradVision down 78.8%,

According to Korea Exchange and Yonhap Infomax, South Korea's KOSPI index fell more than 22% in July, with market circuit breakers activated multiple times throughout the month. Securities analysts expect the index to stage a gradual rebound in August as semiconductor peak-out concerns and other

Fashion platform company Delicious and military satellite communication antenna specialist K&S INC will conduct public stock subscriptions for retail investors during the first week of August (3-7). According to the financial investment industry on August 2, Delicious will hold subscriptions on Augu

According to Chosun Biz, South Korea's KOSPI index surged 17.91% to 6595.45 on July 31, marking its largest single-day gain on record, after falling to the 5600 level earlier in the week. However, retail investors sold a net 8.27 trillion won worth of shares, the largest daily net-selling volume on

According to financial industry reports, Delicious, a fashion retail platform, and K&S I&C, a military satellite communication antenna specialist, will open IPO subscriptions to retail investors on August 3-5. Delicious set its offering price at 7,000 KRW at the upper end of its guidance range,

Korean stocks experienced a broad decline last month, with 73% of KOSPI-listed stocks falling through the 29th as semiconductor sector losses triggered market-wide selling. Circuit breakers were activated on the 29th for two consecutive trading days, according to Korea Exchange data released on the

The Korean won appreciated 8.81% against the US dollar in July, marking the fastest monthly gain since March 2009 during the global financial crisis, according to Seoul foreign exchange market data released on August 2. The exchange rate fell 125.4 won in one month, from 1,549.4 won at the end of Ju

KB Securities and Samsung Securities forecast KOSPI recovery bands of 5500-8000 and 6000-8000 respectively for August following July's sharp decline. On July 31, foreign investors recorded the largest single-day net purchase in KOSPI history at 8.7927

Korean retail investors shifted funds from stocks to bank deposits in July following a historic KOSPI crash. The composite index fell 33.91% from its June 22 peak of 9114.55, triggering the largest monthly decline since 1990 at -28.94%. Five major Korean banks recorded deposit balance increases of 2

According to the Korea Exchange, 689 of 943 KOSPI-listed stocks (73%) fell as of July 29, when circuit breakers were triggered for the second consecutive day. On the KOSDAQ, 1,453 of 1,817 listed stocks (80%) posted negative returns. The electronics sector led declines, plunging 41.66%, while

According to Financial News, South Korea's KOSPI index plummeted in July, falling from a record high of 9,114.55 in June to 5,663, a decline of 33.91% in just over one month. The July monthly drop reached -28.94%, the largest monthly loss since 1990, surpassing the 1997 Asian financial

According to Yonhapnews, on July 31, the Korean won surged to 1,424 per U.S. dollar, hitting a 9-month low. The currency appreciated 8.8% during July alone—the strongest monthly gain since March 2009 during the global financial crisis—as dollar inflows from SK Hynix and exporters improved

According to News1, foreign investors made record-high net purchases of 8.79 trillion won (combined KOSPI and Next Trade) on July 31, with SK Hynix receiving 3.61 trillion won and Samsung Electronics 2.12 trillion won in buying pressure. KB Securities and Samsung Securities projected the KOSPI

According to Strategy CEO Michael Saylor, the company kept its Variable Rate Series A Perpetual Preferred Stock STRC dividend rate at 12.00% for August 2026. As of July 31, STRC closed at 89.46 USD, down approximately 10-11% below its 100 USD par

According to Korea Investment & Securities, the brokerage raised SK Hynix' target price to 4.7 million won on July 31, while rival BNK Securities downgraded its outlook on the chipmaker. The divergence reflects sharply divided analyst sentiment as SK Hynix shares have declined recently, with some br

Silicon Motion Technology reported Q2 2026 revenue of $451 million on July 29, a 127% increase year-over-year and 32% higher than the previous quarter, exceeding the consensus estimate of approximately $403 million by nearly 12%. The earnings beat was driven by accelerating demand for SSD

SK Hynix target prices diverged sharply as Korean Investment & Securities (KIS) raised its forecast to 4.7 million won on the 30th while BNK Investment & Securities lowered its target to 1.48 million won, the lowest among securities firms. The split follows SK Hynix's Q2 earnings announcement on the

Mediators assessing US-Iran relations have indicated that the United States and Iran are closer to conflict than reaching a diplomatic agreement, following US and Israeli strikes on Iran earlier this year. The assessment comes amid heightened tensions between the two nations, which have