Global TradFi & Macroeconomics

According to the Financial Investment Association, South Korea's Financial Supervisory Service and Korea Exchange unveiled a guideline on July 6 to regulate dual listings through a 3% rule mechanism. The regulator began official public comment collection on July 7. The rule has drawn simultaneous

Heungkuk Asset Management withdrew a shareholder letter sent to SK Hynix's board on July 9, citing it as a personal opinion of its equity division head. The letter had criticized SK Group Chairman Chey Tae-won's announced large-scale semiconductor investment plan. The company said the letter was

According to Korea Exchange, Hanseng Corp., maker of the Crammy seafood brand, surged 29.94% to close at 6,510 won on July 9. The stock extended its fourth consecutive trading day gain, driven by rising consumer and retail investor

According to Hong Kong stock market data, the Hang Seng Index fell 169 points, or 0.7%, to close at 24,030 today, narrowly holding above the 24,000 level after gaining 702 points yesterday. The index opened lower, briefly lost the 24,000 mark during intraday trading at a low of 23,917 points,

According to E-Daily, SK Hynix is set to list its American Depositary Receipts on July 10, with approximately $24.5 billion in capital. Rather than converting all funds at once, the company plans to supply around $1 billion daily to Korean markets to manage potential currency market

Investor Michael Burry disclosed on Wednesday that he increased his JD.com position to $27.58, making it one of his top three holdings. He stated his belief that the unwinding of AI and memory stock mania in South Korea and Japan will benefit Hong Kong and Chinese stocks. On Wednesday, Chinese

Iran attacked three energy vessels in the Hormuz Strait on the 7th (local time), and the US immediately revoked Iranian oil sales licenses and resumed strikes on the 8th (local time). WTI crude reached $76.08 per barrel on the 8th, the highest since May 22, while Brent exceeded $80 and the US

According to its H1 2026 earnings forecast, Zhengbang Technology expects a net loss of 700–800 million yuan in the first half, compared to a profit of 200 million yuan in the same period last year. The company attributed the sharp turnaround to volatile hog market conditions, with commercial pork pr

SK Hynix received sharply divergent target prices from Korean brokerage firms on the 9th, with BNK Investment Securities setting a target of 1.85 million won versus KB Securities' 4.2 million won - a gap exceeding 2 million won. BNK issued a 'HOLD' rating with the 1.85 million won target on the

According to Michael Burry's Substack update on Wednesday, the "Big Short" investor increased his JD.com position to $27.58 and disclosed it as one of his top three holdings. Burry stated he believes the recent pullback in memory stocks in South Korea and AI-linked stocks in Japan will benefit the

According to BlockBeats, ExxonMobil and Chevron's Q2 net profits are projected to reach $15 billion and $9.7 billion respectively, totaling approximately $24.7 billion on July 9, each more than tripling from the previous quarter amid Middle East tensions and rising energy prices. Refining firms

According to financial investment reports released today (July 9), BNK Securities issued a "Hold" rating on SK Hynix with a target price of 1.85 million Korean won, representing a 10.9% discount to yesterday's close of 2.076 million won. KB Securities, meanwhile, set a target price of 4.2 million wo

According to KB Securities, the brokerage set SK Hynix's target stock price at 1.85 million won on July 10, more than 10% below the current price. This contrasts sharply with other brokerages, with some setting targets above 4.2 million won, a gap exceeding 2 million won.

According to Jin10, China's crude oil futures surged more than 8% on July 9, driven by escalating U.S.-Iran tensions and uncertainty surrounding a previously reached memorandum of understanding. Analysts warn that if the bilateral accord collapses, disruptions to shipping through the Strait of

UBS raises its 2027 year-end Euro Stoxx 600 target price from 680 points to 760 points, increasing its year-end forecast by 80 points.

The Chinese yuan strengthened to 6.7935 against the U.S. dollar at Beijing market close on July 9, up 58 pips from the previous trading day's official close and up 117 pips from the previous night session close.

Tobox Korea's management rights transfer to Ggumbi faced immediate legal challenge after Golden Eagle, the company's second-largest shareholder holding a 12.60% stake, filed an injunction on the 6th at Seoul Southern District Court to block new share issuance, with the filing disclosed on the 8th ac

According to HTX Research analyst Chloe, on July 9, 2026, the U.S. launched airstrikes on Iran and revoked oil sales exemptions, prompting the market to reprice the risk of a breakdown in temporary peace agreements. The escalation at the Strait of Hormuz has driven crude oil prices higher,

According to E-Daily, on July 8, Golden Eagle, a Chinese major distributor holding 12.6% of Toobox Korea, filed for a preliminary injunction to block new share issuance ahead of the capital raise completion. The filing came one day before Kkumbi's 3.6 billion won third-party allocated capital increase was finalized on July 7. Kkumbi had previously agreed to acquire 1.189 million shares from existing largest shareholder Lee Sun-geun and four others for approximately 100 billion won and participat

According to economist Maruyama Yoshimasa of SMBC Nikko Securities, Japan's central bank is expected to raise rates again in October, based on the results of Thursday's branch heads meeting. Officials noted that despite tensions in the Middle East, production remains resilient with potential for