Global TradFi & Macroeconomics

Italy's banking sector index rose 5.5% today (November 4), with the broader Italian stock market gaining 2.52%. Across Europe, Germany's DAX 30 index closed up 2.58% at 26,531.65 points, France's benchmark gained 2.4%, and the UK index

Chyng Hong Electronic CEO Tseng Kuo-hua stated at an earnings call on the 4th that the company's communication power supply products for low-orbit satellites have begun shipping, with customer orders doubling initial expectations and demand described as urgent and intense. The Taiwan-based power sup

According to Group Electronics CEO Tseng Kuo-hua at an earnings call on November 4, the company has begun shipping new satellite communication power supplies for low-earth orbit satellites, with customer orders roughly doubling from initial expectations. The company is ramping production at its

According to Qualcomm's November 4 announcement, SpaceX selected Qualcomm to supply 5G infrastructure for Starlink Mobile, targeting tens of thousands of U.S. cellular sites. The multiyear terrestrial 5G agreement will deploy cellular radio-unit platforms and distributed-unit processors beginning in

Asset manager 21Shares projects XRP could reach $2.69 in its bullish 2026 scenario, while crypto advocate Jake Claver maintains a $10,000 price target, creating a divide between institutional forecasts and extreme bullish predictions. The divergence stems from different assumptions about XRP's

On Wednesday (Nov 4), the Nigerian Exchange's main index closed up 0.11%, while South Africa's stock market was in recess.

China Steel Corporation (stock code 2002) held a meeting with steel plate industry representatives and disclosed that steel plate product demand remains strong, with 2024 orders already at full capacity. The company stated that Q1 2025 orders are expected to face supply shortages and urged industry

According to a meeting held on November 4 between China Steel (2002) and the steel plate industry, the company's steel plate orders for Q4 2026 are fully booked, with Q1 2027 expected to see supply shortages. China Steel urged industry players to plan procurement early, particularly ahead of the

AI structural components manufacturer JPP-KY announced on November 4 that its October consolidated revenue reached 388 million TWD, marking the company's strongest October performance on record. The revenue increase was driven by sustained strong demand from major clients Amazon and Google,

Asia Optical Co. (亞光, stock code 3019) announced third-quarter financial results yesterday (the 4th), reporting net profit of 839 million TWD, a new high for the same period, representing a 56% quarter-over-quarter increase and 61% year-over-year growth, with earnings per share (EPS) of 3 TWD. For t

According to Economic Daily on November 4, optical lens maker Alight (3019) reported Q3 net profit of NT$839 million, a record high for the period, up 56% quarter-over-quarter and 61% year-over-year, with earnings per share of NT$3. The company's first nine months net profit reached NT$1.67

According to Economic Daily, IC design company Lingtonk reported third-quarter earnings per share (EPS) of 0.69 yuan yesterday (Nov 4), with after-tax net profit of 75 million yuan, representing year-over-year growth of 829.5%. For the first nine months of 2026, the company posted cumulative after-t

According to Economic Daily, Taiwan-listed semiconductor connector maker Yongde (3689) reported yesterday that Q3 net profit reached NT$246 million, a record single-quarter high, with earnings per share (EPS) of NT$2.75, up 13.3% quarter-over-quarter and 70.7% year-over-year. Year-to-date net profit

Elon Musk suggested that moving AI computing infrastructure into space is becoming increasingly appealing following the November 3 elections that reshaped the US political landscape for artificial intelligence development. The billionaire's comments came after Democrats secured control of both

Chunghwa Telecom held an investor conference yesterday, where Chairman Chien Chih-cheng expressed confidence in achieving the company's full-year financial forecast. The Taiwan telecom operator reported third-quarter earnings per share of 1.57 TWD and cumulative nine-month EPS of 4.25 TWD, with

Chunghwa Telecom (stock code 2412) and Google announced expanded cooperation on Nov 4, introducing Gemini AI to build a smart living ecosystem spanning terminals, connectivity, and applications. The partnership aims to drive AI adoption among Taiwan consumers, with a first-phase target of 200,000

Taiwan Mobile's wholly-owned subsidiary Taiwan Telecom announced on November 4 that its public tender offer for Systex Corporation ordinary shares crossed the 39% threshold, with cumulative tendered shares reaching 40.89% of issued shares. The acquisition conditions were fully met after obtaining

On November 4, Chunghwa Telecom (2412) held an earnings call where Chairman Jian Zhicheng said the company is confident in achieving its full-year financial guidance. According to Economic Daily, the company's intelligent ICT solutions saw new order bookings jump 84% year-over-year in Q3, with

According to Economic Daily, Taiwan Mobile's subsidiary surpassed the 39% acquisition threshold on November 4, with cumulative buyback reaching 111.3 million shares, or 40.89% of Jing Cheng Information's outstanding stock. The acquisition fulfilled all regulatory conditions, including approval

According to BIT stock platform data, the Philadelphia Semiconductor Index declined 5% on November 5. Marvell Technology (MRVL.O) fell over 9%, Micron Technology (MU.O) dropped over 6%, Intel (INTC.O) declined over 5%, while Nvidia (NVDA.O) and Broadcom (AVGO.O) each fell over 2%.