Global TradFi & Macroeconomics

According to Meritz Securities on September 7, Fine M-Tek reported Q2 revenue of 95.2 billion won, surging 118.5% year-over-year, with operating profit of 7.3 billion won and margin of 7.7%, exceeding Meritz's estimates by 1.5% on revenue and 45.2% on operating profit. The growth was driven by

According to Jin10 Futures, CBOT soft red winter wheat futures fell 6.4% for the week ending September 4, retreating from three-and-a-half-year highs reached earlier in the week following signals from Russian President Putin that a peace accord ending the Black Sea conflict may be within reach. Rus

According to reports, as of the week ending September 4, 2026, CBOT soybean oil futures fell 2.5% in the benchmark December contract, primarily driven by the U.S. Environmental Protection Agency's approval of renewable fuel exemptions for small refineries exceeding initial expectations, combined

MetLife Korea is relocating its headquarters to G1 Seoul in Jongno-gu on the 21st, leaving Gangnam and occupying approximately 12,900 square meters. The move follows a series of high dividend payouts: 195 billion won in 2023, 397.6 billion won in 2024, and 379.8 billion won last year, fueling

Samsung Electronics and SK Hynix recorded gains of approximately 4% in NXT pre-market trading on the morning of the 7th, driven by a US semiconductor stock rally. As of 8:06 AM on the 7th, Samsung Electronics traded at 265,500 won, up 10,000 won (3.91%) from the previous trading day, while SK Hynix

South Korean brokerages are bracing for heightened volatility in KOSPI this week (Sept 7-11) as key economic events converge, including the U.S. Consumer Price Index release and derivatives expiry. NH Investment Securities and Kiwoom Securities forecast KOSPI trading ranges of 6,200-7,300 and 6,400-

Shinhan Financial, Woori Financial, KB Financial, and iM Financial received investor demand exceeding twice their募集額 in recent subordinated bond offerings. Woori and KB each increased issuance from 2,700 billion won to 4,000 billion won, while Shinhan secured 5,840 billion won in orders for

According to ValueFinder research released September 7, Inspian (465480) is positioned to benefit from SAP's legacy ERP system support ending by end-2027, as the consulting firm commands 1st place in domestic SAP EAI market share. The company reported H1 2026 operating profit turnaround of 12.4

According to Goldman Sachs analyst Rich Privorotsky, OpenAI's new Astra model represents a significant artificial intelligence breakthrough that sparked overnight gains for key investors. SoftBank, a major OpenAI backer, jumped over 10% yesterday, while Oracle rose approximately 5.5%. Privorotsky n

According to Goldman Sachs, on September 7, the rationale for tactically buying the Japanese yen has strengthened following recent yen appreciation. The firm cited market expectations of Bank of Japan monetary tightening in September, potential shifts in Japanese capital flows, and further

According to shipping intelligence firm Kpler, the 10-day moving average shows an average of 10 cargo vessels transiting the Hormuz Strait daily, marking the lowest level since May.

Several asset managers including Direxion, Tradr, Leverage Shares, and GraniteShares have announced plans to launch leveraged ETFs tracking Anthropic ahead of the AI company's expected IPO in late September or October. Anthropic has confidentially filed for an IPO

IBK Securities on the 7th initiated coverage on DKT (stock code 290550) with a 'Buy' rating and target price of ₩25,000, citing the company as a key beneficiary of North American humanoid robot supply chain restructuring driven by US regulations on Chinese robotics. The target represents 48.8%

Meritz Securities raised its target price for Fine M-Tech (stock code 441270) from 12,000 won to 13,000 won on 7일 while maintaining a 'Buy' rating, citing structural growth opportunities in the foldable phone supply chain. Analyst Yang Seung-soo attributed the upgrade to the success of the Fold8

According to IBK Investment & Securities on September 7, DKT (290550) received a 'buy' rating with a new 25,000 KRW price target, representing 48.8% upside from the previous close of 16,800 KRW. The upgrade reflects expectations that DKT will be a primary beneficiary of North American humanoid

According to Hana Securities, South Korean bank stocks outperformed the broader market last week (Sept 7), with the banking sector index rising 0.1% against a 1.5% decline in the KOSPI. The gains were driven by dollar-won strengthening to the 1,350+ level and rising U.S. Treasury yields, with the 2-

US August non-farm payrolls surged to 162,000 new jobs, tripling the market consensus of 56,000, according to data released over the weekend. The unexpected employment strength triggered renewed Federal Reserve rate hike concerns, pushing the probability of a September 0.25 percentage point

Gold prices fell over 2% intraday today following renewed expectations that the Federal Reserve will raise interest rates in September. The retreat came as fresh non-farm employment data bolstered rate hike

According to NH Investment & Securities, on September 7, Doosan Fuel Cell secured a 501.4 billion won order for phosphoric acid fuel cells (PAFC) from a U.S. data center, roughly double the company's initial 50MW expectation. The brokerage upgraded its investment rating on the company to Buy from