Global TradFi & Macroeconomics

According to Yonhap Infomax, SK plans to sell SK Signet, its electric vehicle charger manufacturing subsidiary, for a minimum of 750 billion won following a tender offer completed on August 24. The company will seek to delist SK Signet and transfer it to a potential acquirer, with Private Equity

According to the New York Times, on August 25, the U.S. Securities and Exchange Commission launched an investigation into AI hedge fund Situational Awareness' near-collapse, issuing subpoenas to major Wall Street banks that provided leveraged funding to the fund. The SEC requested trading

The USD-KRW exchange rate traded in the mid-1,380 won range as the forex market absorbed news of US-Canada trade tensions and the US announcement of economic sanctions against Iran. At 6:00 AM, the rate stood at 1,383.20 won, up 0.80 won from the previous Seoul trading session close of 1,382.40 won,

According to sources reported by Jin10, U.S. Commerce Secretary Lutenik's last-minute pressure caused U.S.-Canada trade talks to collapse on August 25, prompting President Trump to announce new tariffs on Canadian goods and Canadian Prime Minister Carney to pledge retaliatory measures. Sources

According to HTX market data, Bitcoin touched $80,000 overnight for the first time in 101 days, extending gains to nearly 30% over the past week. BTC is currently trading at $77,898, up 1.25% in the past 24 hours. Separately, U.S. stock indices closed mixed on Monday, with the Dow Jones

According to Onchain Lens monitoring, BlackRock has purchased and transferred 2,802.904 BTC worth approximately $223.41 million and 6,580 ETH worth approximately $16.57 million into its IBIT, ETHA, and ETHB spot ETF

According to Korean Exchange data as of August 24, SK Telecom's stock rose on gains from its Anthropic stake and AI expectations, while competitors KT and LG U+ remained flat. All three telcos improved their earnings but showed divergent stock performance, as the market concentrated its focus on SK

Samsung Electronics and SK Hynix stocks declined over 2% in pre-market trading on the 25th, following weakness in US semiconductor stocks. According to NXT data at 8:03 AM, Samsung Electronics traded at 250,500 won, down 2.53% from the previous session, while SK Hynix fell 2.51% to 1,629,000 won.

South Korea's Financial Services Commission announced it will examine adjustments to KOSDAQ delisting criteria after concerns emerged that profitable companies could face removal based solely on market capitalization. FSC Chairman Lee Eok-won stated at a National Assembly Policy Committee hearing th

On August 24, U.S. stock indexes posted mixed results as rate pressures eased. The Dow Jones rose 0.26% to 53,417.16, while the S&P 500 fell 0.28% to 7,652.86 and the Nasdaq declined 0.76% to 25,980.19. The Philadelphia Semiconductor Index dropped 2.70%, with Nvidia down 2.91%, Micron down 5.83%, an

Hanmi Pharmaceutical received target price increases from eight securities firms on August 25 following the company's announcement of a technology transfer deal with Genentech, a subsidiary of Roche Holdings. The deal involves HM17321, a non-incretin obesity drug candidate, with a total contract

According to the Financial Services Commission's August 25 statement, South Korea's financial regulator will raise the market capitalization threshold for KOSDAQ listing maintenance to 300 billion won starting January 2027, up from the current 200 billion won implemented in July. The adjustment

According to market data, Bitcoin rose on August 24 as gold and the U.S. dollar strengthened and oil prices declined. The move occurred as the S&P 500 and Nasdaq declined, with semiconductor stocks under pressure, including a seventh consecutive decline for Nvidia. U.S. Treasury yields also fell

Meritz Securities researcher Hwang Soo-wook issued a report on August 25 forecasting that capital flows in the Korean stock market may concentrate into Samsung Electronics and SK Hynix as rising US long-term interest rates increase valuation pressure on global equities. The shift reflects growing in

According to Meritz Securities analyst Soo-wook Hwang on August 25, Samsung Electronics and SK Hynix are expected to attract increased fund flows in South Korea's stock market as rising U.S. long-term interest rates pressure global valuations. The two chipmakers' ability to generate cash

Korean Treasury bond futures declined in overnight trading on August 25, with trading volumes significantly lower than usual. The 3-year bond futures closed at 103.20, down 2 ticks from the previous day's regular session close, while 10-year futures fell 7 ticks to 105.43, according to the Seoul bon

Bloom Energy (NYS:BE) stocks closed at $204.02 on the 24th (local time), up 1.28%, while Wall Street analysts set a median target price 35% above the current level at $275.77. According to Zacks Equity Research, 22 forecasting institutions covering Bloom Energy stocks established this target, with t

Roth Capital initiated coverage on Jersey Mike's Subs (NYSE:JMKE) with a Buy rating and a $40 price target on local time August 24, according to CNBC. Analyst Alton Stump attributed the sandwich franchise's competitive advantage to its operational model of fresh-slicing meat in front of customers at

According to Yonhap Infomax, on Aug 25 overnight, Korean government bond futures declined amid significantly thin trading activity. The 3-year futures fell 2 ticks to 103.20, while 10-year futures dropped 7 ticks to 105.43. Trading volumes collapsed to just 15 and 18 contracts respectively,

According to NextTrade, Samsung Electronics and SK Hynix declined in pre-market trading on the morning of August 25, amid profit-taking following Samsung's shareholder return announcement and caution ahead of Nvidia's earnings results. Specific decline figures were not disclosed. Analysts