Global TradFi & Macroeconomics

S-Oil saw its stock price close 3.29% higher at 125,800 won on the Korea Exchange, following a wave of target price increases from securities firms. Goldman Sachs raised its target price from 147,000 won to 156,000 won the previous day, prompting four domestic brokerages—Shinyoung, Eugene, NH

Samsung Electronics and SK Hynix recovered from intraday losses of approximately 5% to close slightly higher on the 4th, driven by retail investor buying. Samsung closed at 240,000 won, up 500 won (0.21%), while SK Hynix finished at 1,577,000 won, up 10,000 won (0.64%). Both stocks opened higher

According to Goldman Sachs on Tuesday, Brent crude is expected to maintain a trading range of $80–$90 per barrel until a new U.S.–Iran nuclear agreement is confirmed or a major escalation in attacks occurs. The bank assessed the fair value of Brent crude spot prices at approximately $80 per barrel,

Securities firms lowered target prices for SK Hynix and Samsung Electronics stocks last month despite both companies posting record second-quarter results. Mirae Asset Securities cut SK Hynix's target price from 4.2 million won to 2.8 million won, a 33.3% reduction, while BNK Investment Securities r

According to Shanghai Gold Exchange, gold T+D futures closed 0.25% higher at 884.0 yuan per gram on August 4, while silver T+D futures rose 1.5% to 14,332.0 yuan per kilogram.

According to CryptoQuant analyst theophiluspep on August 4, Bitcoin's recent pullback has concentrated 155,000 BTC (0.7% of total supply) into the $62,000–$65,000 realized price range, forming the market's largest cost basis cluster. July saw Bitcoin close at approximately $62,900, up 7.3% for the m

According to Shanghai Futures Exchange data released on Aug 4, fuel oil futures warehouse inventory declined to 16,440 tons, down 520 tons from the previous trading day. Meanwhile, most other energy and chemical futures contracts, including pulp, coated paper, petroleum asphalt, medium sour crude oi

According to the Korea Exchange, S-Oil stock rose 3.29% to 125,800 won on August 4, following Goldman Sachs' decision to raise its target price from 147,000 won to 156,000 won. On the same day, four Korean brokerages—Shin Young, Eugene Investment, NH Investment, and Hana Securities—also raised

According to Financial News, on August 4, three major South Korean financial asset sales launched simultaneously as UBS, the lead advisor for Lotte Card's divestment, began distributing teaser letters to domestic and foreign potential buyers this week, targeting preliminary bidding in September.

According to reports, SoftBank will release its first-quarter FY2026 earnings this Thursday (Aug. 7), with markets focusing on how the Japanese conglomerate will continue funding OpenAI and AI infrastructure projects. The company posted record net profit for the fiscal year ending March 2026, but it

According to Jin10, Apple's annual sales in India surpassed $10 billion for the first time.

According to TrendForce, as of Q3 2026, Nvidia began evaluating multiple HBM configuration options for its next-generation Rubin Ultra chip due to projected DRAM supply constraints extending into 2027. The company is assessing alternatives to the originally planned 12-Hi HBM4e, including 8-Hi HBM4e,

Palantir reported second-quarter results on Monday, with CEO Alex Karp stating the company's 'Rule of 40' score climbed to 155%. The AI data analytics company's second-quarter sales nearly doubled to $1.94 billion, with U.S. commercial sales surging 149% year-over-year and U.S. government sales

According to reports, fast-fashion e-commerce giant SHEIN plans to launch its Hong Kong initial public offering as early as mid-August at a valuation target of $30-40 billion (HKD 234-312 billion), with the deal potentially starting in mid-to-late August. SHEIN began pre-roadshow meetings with

According to CEO Alex Karp, Palantir reported a Record "Rule of 40" score of 155% in its second-quarter earnings Monday, combining year-over-year revenue growth of 93% with an adjusted operating margin of 62%. Q2 revenue reached $1.94 billion, nearly double expectations of $1.81 billion, driven by a

According to Mirae Asset Securities, the firm cut its SK Hynix target price last month to 2.8 million won from 4.2 million won, a 33.3% reduction. The downgrade reflects a sharp reversal despite SK Hynix posting record second-quarter earnings, as the stock has fallen nearly 40% from its peak.

The USD-JPY exchange rate rose on August 4th in Tokyo trading, climbing 0.25% to 157.540 yen as of 2:11 PM compared to the previous session. The increase followed several days of decline triggered by confirmed joint US-Japan government intervention to buy yen in foreign exchange markets. Japanese

MSCI will announce its August regular review on August 13 (Korean time early morning), with LG Innotek expected for inclusion and HLB for exclusion according to securities industry sources on August 4. The quarterly index rebalancing typically triggers passive fund flows as index-tracking capital

According to Yonhapinfomax, the dollar-yen exchange rate rose 0.25% to 157.54 yen on August 4 in Tokyo trading, rebounding after days of decline following coordinated Japanese and U.S. government yen-buying intervention. The pair touched an intraday high of 157.74 yen amid position adjustments and p

Mastercard completed its $1.8 billion acquisition of BVNK, a stablecoin payment infrastructure provider, on August 4, 2026. The deal, which includes up to $300 million in contingent payments, aims to connect traditional fiat and digital currency payment systems. BVNK enables businesses to process pa