Global TradFi & Macroeconomics

Hana Securities researcher Kim Du-eon stated in a May 27 report that the key question for Korea's Q3 stock market is not the size of Q2 profits but how long those profits can be sustained. Foreign investors net purchased 2.3 trillion won last week as artificial intelligence investment raises

Yuanta Securities analyst Heo Jae-hwan stated in a July 27 report that downward pressure on the KOSPI will gradually ease after the index fell over 28% in the recent one-month period, marking its largest decline since the COVID-19 pandemic. The analyst noted the recent adjustment was excessive in th

According to Hana Securities, on July 27, analyst Kim Doo-eon released a report stating that third-quarter Korean stock market performance hinges less on earnings size than sustainability. Foreign investors made net purchases of 2.3 trillion won last week, and strong long-term contracts with major t

According to Yugin Investment & Securities, KOSPI fell 28.5% between June 21 and July 20, marking its steepest decline since the pandemic ended. Analyst Heo Jae-hwan noted on July 27 that while the market downturn mirrors the sharp but brief 2020 crash rather than the prolonged 2022 decline, a

Dutch TTF natural gas futures fell 8.3% over the weekend, reaching 58.28 euros per megawatt-hour (66.39 USD), marking the largest intraday decline since June 15, after the United States suspended air strikes against

According to the Wall Street Journal, Nvidia is in negotiations to provide approximately $250 billion in financial guarantees for OpenAI's Ohio data center project.

Contemporary Amperex Technology Co., Ltd. (CATL) said on July 26 that its first-half net profit is expected to increase 42% year-over-year. The company announced plans to repurchase 20-40 billion yuan in stock, marking a record single buyback on China's A-share market. CATL will also distribute

According to KB Securities research head Kim Dong-won on July 27, major South Korean chipmakers experienced sharp declines over the past month: SK Hynix fell 41%, Samsung Electronics dropped 33%, Samsung Electro-Mechanics declined 45%, and LG Innotek slumped 65%. The research note emphasized the

According to ZhiTong Finance, Kanno Biotech's Hong Kong IPO prospectus, filed on January 25, 2026, expired on July 25, 2026, six months after submission. China Investment Securities International acted as the sole sponsor for the

Samsung Securities lowered its target price for Hyundai Rotem stocks from 306,000 won to 250,000 won on the 27th, citing the impact of declining valuations across the global defense industry sector. Analyst Han Young-soo stated the company cannot remain immune to the broader sector downturn,

According to Samsung Securities, on July 27, Hyundai Rotem's target price was lowered to 250,000 won from 306,000 won, citing declining valuations in the global defense sector. The brokerage maintained a buy rating, noting that new overseas orders could help the company command a premium relative to

Nvidia and NAVER signed a strategic investment agreement today, with Nvidia acquiring a 4.5% stake in the South Korean tech company for $1 billion. Following the announcement, NAVER shares surged 22% in premarket

Retail investors in South Korea moved capital into US index ETFs during the past week amid domestic market volatility, ETF Check data showed on May 27. Daily KOSPI swings exceeded 3% on all but one day last week, despite a 1.91% weekly decline. South Korea's Financial Services Commission raised

According to ETF Check, individual investors shifted heavily into U.S. benchmark index-tracking ETFs last week amid extreme volatility in South Korea's domestic market. TIGER U.S. S&P 500 ETF saw the largest inflows at 120.3 billion won, followed by KODEX U.S. Nasdaq 100 (85.1 billion won), KODEX U.

According to Zhitong Finance, Yueshi Shuzhi's Hong Kong IPO prospectus expired on July 26, 2026, after six months from its submission on January 26, 2026. Guosen Securities Hong Kong served as the sole sponsor for the offering. Yueshi Shuzhi is a digital-driven cold-chain agricultural product provider.

According to Zhitong Finance, Tuobida (Group) Holding Limited's Hong Kong IPO prospectus, filed on January 26, 2026, lapsed on July 26 after exceeding the six-month validity period. China CITIC Securities served as the exclusive sponsor. Tuobida is a Guangdong-based intelligent transportation

According to Zhitong Finance, Changzhou Xingyun Auto Lighting Co., Ltd. (stock code: 601799.SH) Hong Kong IPO prospectus expired on July 26, 2026, six months after its submission on January 26, 2026. Huatai International served as the sole sponsor for the

According to Zhitong Finance App, Weiyuan Energy Technology Co., Ltd.'s Hong Kong IPO prospectus, filed on January 27, 2026, expires on July 27, 2026, after reaching its six-month validity period. CICC served as the sole sponsor for the

According to Zhitong Caijing, Huojia Technology's Hong Kong IPO prospectus expired on July 26, 2026, six months after its submission on January 26, 2026. Morgan Stanley and CICC were the joint sponsors of the

According to ZhiTong Caijing, Beijing Baipuyesu Biotechnology Co., Ltd. (301080.SZ) prospectus for Hong Kong IPO filing submitted on January 26, 2026, expired on July 26, 2026, after reaching its six-month validity period. China Merchants Securities International served as the sole sponsor. Baipuye