Global TradFi & Macroeconomics

According to SEC filings and analyst reports, Micron Technology (NASDAQ: MU) closed at $937.11 on August 19, down 0.39%, with pre-market trading at $943.49 on August 20. The stock has gained 228% year-to-date and 668% over twelve months. UBS analyst Timothy Arcuri reiterated a $1,625 price target o

Western Digital (NASDAQ: WDC) closed at $462.09 on August 19, down 6.87%, and traded at $468.04 in pre-market on August 20. The stock is up 168% year to date but has lost 41.5% of its value in nine weeks since peaking at $799.87 on June 18. The pullback occurred despite robust fiscal 2026 results: r

According to Hunan Gold's H1 2026 report disclosed on August 20, the company achieved net profit of 957 million yuan, up 46.01% year-over-year. Revenue reached 32.029 billion yuan, up 12.63% YoY. The company announced no cash dividend distribution, no bonus shares, and no capital reserve

Alibaba released its Q2 2026 financial results on August 20. China's e-commerce customer management revenue (CMR) grew 1% year-over-year, while instant retail revenue surged 45% with loss-narrowing progress exceeding market

South Korean government bond yields showed mixed movements on August 20, with short-term yields rising while long-term yields fell in a flattening trend. The 3-year bond yield increased 1.3 basis points to 3.811 percent, while the 10-year yield declined 1.4 basis points to 4.323 percent and the 30-y

According to Yonhapinfomax, on August 20, Korean government bond yields displayed mixed movements as the U.S. Treasury Department expanded its monthly buyback limit for bonds with 10-30 year maturities to more than double, triggering a rally in longer-dated securities. The 3-year yield rose 1.3

According to Yonhap Infomax, South Korea's 1-year interest rate swap (IRS) rose 2.25 basis points to 3.46% on August 20. The 2-year and 3-year IRS increased 3.25 basis points and 2.50 basis points respectively, while the 10-year IRS fell 1.00 basis point to 4.095%. The CRS (SOFR) rates climbed

According to Maeil Business, South Korea's KOSPI composite index fell approximately 6% on August 19, reversing a five-day rally that had lifted the index over 30% from its three-month low of 5,262.77. The decline was driven by rising U.S. long-term bond yields, which climbed to 5.3% on August 18, ma

According to Alibaba's announcement for the quarter ended June 30, 2026, the company's free cash flow (a non-GAAP liquidity metric) totaled a net outflow of 44.67 billion yuan ($6.584 billion), compared to 18.815 billion yuan outflow in the same period last year. The deterioration was primarily

The UK CBI Industrial Price Expectations index came in at 22 in August, surpassing the forecast of 14 and the prior reading of 11, indicating increased expectations for industrial price growth.

According to Alibaba's FY2027 Q1 earnings report, Alibaba Cloud achieved external commercial revenue growth of 45% this quarter, marking its highest growth rate in 22 consecutive quarters. The AI Cloud and Computing division's EBITA profit surged 133% year-over-year, with adjusted EBITA profit

According to the Confederation of British Industry (CBI), UK industrial orders rose to -25 in August, beating expectations of -40 and improving from the previous reading of -45.

According to MSX.COM data, AI-related stocks displayed mixed movements in U.S. pre-market trading on August 20. AVGO rose 1.01%, MU gained 0.89%, and AMD increased 0.29%, while GOOGL fell 0.36% and MRVL

Sangsangin Securities forecasts the USD/KRW exchange rate could decline to 1,325 won over the next 12 months if Samsung Electronics and SK Hynix expand shareholder return programs to 300 trillion won. The projection reflects anticipated corporate dollar sales to finance dividend payments and share

According to Alibaba's Q1 FY2027 earnings disclosure, the company's capital expenditure reached 67.678 billion yuan (9.975 billion USD) in the three months ended June 30, 2026. The significant year-over-year growth in capex was driven by multiple factors, including procurement cycle fluctuations, in

According to ChainCatcher, Popmart International Group (HK: 9992) reported revenue of 171.73 billion yuan for the first half of 2026, up 23.8% year-over-year, with net profit of 51.00 billion yuan, up 8.9% year-over-year. Gross profit reached 119.66 billion yuan, up 22.6% YoY. Basic and diluted

Alibaba reported first-quarter financial results with mixed performance. Revenue reached 268.95 billion yuan, beating the estimated 268.52 billion yuan, while adjusted net profit fell to 20.72 billion yuan, missing the forecast of 25.58 billion yuan. Adjusted earnings per ADS came in at 8.52 yuan

Foreign investors executed a sector rotation strategy on the Korean stock market from August 3 to 19, net selling 2.7669 trillion won worth of KOSPI shares while shifting capital from semiconductor stocks into pharmaceuticals, beauty, and securities. The selling concentrated on SK Hynix (2.0948 tril

Alibaba reported Q1 2026 results with revenue of 27.895 billion yuan, slightly exceeding the estimate of 26.852 billion yuan. However, adjusted earnings per ADS fell short at 8.52 yuan versus the estimate of 11.28 yuan. Adjusted EBITDA came in at 39.14 billion yuan, exceeding the forecast of 36.92 b

Korean ETF investors redirected capital toward broad market index products during the week of May 10-14, despite the semiconductor sector delivering the strongest performance gains. According to financial data provider FnGuide, the semiconductor industry rose 17.7% during this period, outpacing the