Global TradFi & Macroeconomics

Top-performing investors at Mirae Asset Securities net-purchased SK Hynix, Samsung Electronics, and LG Electronics on the morning of the 3rd, according to data compiled by the brokerage. Investors in the top 1% by recent one-month returns bought SK Hynix most heavily as of 11 AM, followed by Samsung

S-Oil stated during its Q2 earnings call held on the 3rd that differing interests among companies are delaying the finalization of the government's petrochemical restructuring plan. The company emphasized that its Shaheen project possesses high competitiveness due to very low costs, distinguishing i

According to YonhapInfomax, S-Oil reported second-quarter 2026 revenue of 11.34 trillion won and operating profit of 965 billion won on August 3. The petrochemical division posted a loss of 44.8 billion won, while the lubricants segment hit a record profit of 477.4 billion won, offsetting declines f

According to S-Oil's second-quarter earnings call on August 3, the South Korean oil company confirmed that the Shaheen project will begin commercial operations in early 2027, with preliminary and commissioning tests ongoing. The company aims to complete the startup scheduled for the second half with

Michael Saylor, Chairman of Strategy, clarified on August 1 (local time) that the company's Bitcoin selling authorization is not new, stating it was announced on June 29 as part of the Digital Credit Capital Framework. The clarification came after media reports following Strategy's Q2 earnings annou

According to Michael Saylor, MicroStrategy's Strategy Chair, on August 1, the executive clarified that recent coverage misrepresented the company's Bitcoin sales plan as a new development. Saylor stated that MicroStrategy announced the Digital Credit Capital Framework on June 29, which permits—but d

According to tech journalist Mark Gurman on August 3, Apple's upcoming iPhone models are expected to see price increases of $100 to $200. Gurman attributed the anticipated price hikes to memory chip and processor shortages, higher costs for new camera systems in iPhone 18 Pro and Pro Max models, and

Palantir Technologies, Inc. (PLTR) stocks rose 1.5% in overnight trading ahead of Monday as investors await the company's second-quarter earnings results. The stock remains 41% below its peak from last November despite strong financial performance in recent quarters. Analysts expect second-quarter r

Korean retail investors purchasing U.S. stocks saw net inflows reach $4.6 billion in July, marking the highest level in six months, according to market data. The surge follows a slowdown in April and May amid the introduction of domestic investment accounts. Recent volatility in South Korea's stock

According to financial regulators and the Financial Supervisory Service, KOSDAQ market liquidity has sharply contracted in July 2026 as single-stock leveraged exchange-traded funds (ETFs) redirected investor capital to large-cap KOSPI stocks like Samsung Electronics and SK Hynix, even as the Financi

Asian semiconductor stocks fell sharply on August 3 morning. As of 10:40 AM, Samsung Electronics declined 7.62% to 242,500 Korean won, while SK Hynix dropped 7.57% to 1,588,000 Korean won. Taiwan's TSMC fell 2.27% to 237 New Taiwan dollars. Japan's Kioxia bucked the trend, rising 9%, standing

According to the Financial Supervisory Service disclosure system, 195 exchange-traded funds (ETFs) exceeded their premium-discount ratio limits on July 31 as the KOSPI index surged 17.8%. The affected ETFs accounted for 16.8% of all 1,155 listed ETFs, with single-leverage funds among those most

According to Jin10, as of August 3, 10:30 a.m., precious metal bars from major Chinese banks and brands rose in price, with China Gold posting the largest gain at 6 yuan per gram compared to the previous

According to Wall Street analysts, Palantir Technologies' second-quarter revenue is projected to rise 81% year-over-year to $1.81 billion ahead of Monday's earnings report, while adjusted earnings are expected to surge 116% to $0.35 per share. Despite the strong financial outlook, PLTR stock has

Japan's Finance Minister Kamiyu Katayama stated on Monday he is ready to implement foreign exchange intervention measures without hesitation if needed. He declined to comment on speculation regarding intervention actions conducted on Monday.

According to Shanghai Steelhome data released today (August 3), MMLC battery-grade lithium carbonate midpoint price dropped to 139,350 yuan per ton, down 3,250 yuan per ton from the previous day's 16:30 price.

Japanese Finance Minister Koji Katayama declined to comment today (Aug 3) on whether Japan conducted forex intervention.

Samsung Electronics and SK Hynix declined sharply during trading at 10:36 AM, with Samsung Electronics falling 21,500 won (8.19%) to 241,000 won and SK Hynix dropping 145,000 won (8.44%) to 1,573,000 won, according to Korea Exchange data. The decline followed the previous trading day's surge when Sa

SK D&D approved a 136.7 billion won rights offering on the 28th of last month, issuing 44.68 million shares at 3,060 won per share. Private equity firm Han & Company, which holds a 79% stake, will participate in the capital raise to address the company's liquidity crisis. The decision follows

According to Tether's disclosure, the stablecoin issuer added 14 metric tons of gold in Q2 (ended June 30), bringing total holdings to 146 tons valued at approximately $18.8 billion. This marks an acceleration in purchases compared to 6 tons added in Q1. Tether is now the third-largest known gold ho