Global TradFi & Macroeconomics

According to Asahi Shimbun, SK Group Chairman Choi Tae-won recently stated that joint production with Kioxia Holdings represents one strategic option available to chipmakers amid industry pressures. Choi indicated that SK Hynix is evaluating the possibility of establishing a manufacturing facility i

Australian 10-year government bond yields reached 5.198%, marking the highest level since mid-2011.

Credo Technology reported first-quarter revenue of $479 million, up 10% quarter-over-quarter and 115% year-over-year, marking the seventh consecutive quarter of triple-digit growth. Non-GAAP gross margin reached 68%, with net profit exceeding $236 million, up 140% year-over-year, and operating margi

US construction spending declined 0.5% month-over-month in July according to the US Commerce Department, marking the lowest level in 10 months since October 2023. The decline was attributed to dampened investment sentiment in new home construction and remodeling amid prolonged high interest rate con

Hyundai Motor Securities set a target price of 23,000 won for MK Electronics stocks and maintained a 'buy' investment rating, citing sustained growth in wire bonding demand for semiconductor materials across domestic operations and the company's China subsidiary. Analyst Kim Jong-bae issued the

According to CNBC on September 1, U.S. construction spending in July declined 0.5% month-over-month, reaching the lowest level since October 2023. The iShares U.S. Home Construction ETF (ITB) fell 2.46% to $92.36, while housing materials distributor Builders FirstSource (BLDR) dropped 5.44% to $62.7

Twenty-one global financial institutions including Goldman Sachs, Citi, and Bank of America are establishing a joint venture to issue stablecoins, according to Wells Fargo on local time. The new company will launch in the second half of this year with a U.S. dollar-denominated stablecoin as its

According to Hyundai Motor Securities on September 2, MK Electronics received a 'buy' rating and 23,000 Korean won price target. The brokerage expects the company's semiconductor segment revenue to reach 1.776 trillion won this year, up 60.9% year-over-year, with operating profit projected at 81.3 b

According to Reuters, Valero Energy's Port Arthur refinery in Texas, with a daily processing capacity of 385,000 barrels, experienced a power outage on Tuesday evening following Tropical Storm Edward. The outage in the facility's southern section caused the AVU-147 crude distillation unit to shut

Bank of Japan Governor Ueda Kazuo recently discussed with central banks from other nations the necessity of strengthening communication to implement appropriate monetary policy amid changing global conditions, with a focus on achieving price

MK Electronics, holding 22% global bonding wire market share, is expanding into AI packaging materials as SoCAMM2 modules for NVIDIA's AI servers drive demand, Hanyang Securities analyst Lee Jun-seok stated. The company supplies gold bonding wire for SoCAMM2's LPDDR5 packages, with domestic sales ri

Vice Finance Minister Kang Ki-ryong chaired South Korea's inter-ministerial price meeting on September 2nd. August consumer prices rose 3.1% year-over-year, up from 2.8% in July, with the government attributing 0.6 percentage points of the increase to a base effect from mobile phone discounts

According to Yonhapinfomax, the CSOP SK Hynix Daily Max (2x) leveraged product listed in Hong Kong has not adjusted its leverage ratio despite over one month of implementation since August 3, even as the underlying SK Hynix stock experienced significant volatility swings. The product, which can

Palo Alto Networks CEO Nikesh Arora stated on Tuesday that AI is forcing companies to overhaul roughly $1 trillion of aging cybersecurity infrastructure built for a pre-AI world. Speaking on CNBC's Mad Money, Arora explained that infrastructure deployed seven or 10 years ago is unprepared to

Isupetasys, a printed circuit board (PCB) manufacturer under South Korea's Isu Group, reported record quarterly results for Q2 2024 with revenue of 379.9 billion won and operating profit of 77.1 billion won, achieving a 20.3% operating margin. The strong performance was driven by a strategic shift t

Samsung Electronics and SK Hynix experienced declines exceeding 3% in Korean pre-market trading following renewed US-Iran military exchanges and a resulting surge in international oil prices. The stock price weakness reflected overnight declines in US markets, where technology shares fell on

According to Asia Economic Daily, Isupetasys, a South Korean semiconductor PCB and multi-layer board (MLB) manufacturer, reported record quarterly results in Q2, triggering accelerated institutional buying. The company's share price rebounded to the 110,000-114,000 won range after hitting a low

Individual professional investor registrations in South Korea reached 26,282 by the end of July, marking a 16.8% increase of 3,787 people over seven months, according to data submitted to lawmaker Park Seong-hun of the People Power Party by the Korea Financial Investment Association. The surge

CNBC's Jim Cramer stated Monday that Nvidia should implement a half-trillion dollar stock buyback program, arguing the company's shares are undervalued relative to its business performance. Cramer's recommendation comes as Nvidia's stock has risen 8% since the company's Oct. 28, 2025 GTC