Global TradFi & Macroeconomics

According to PBOC Governor Pan Gongsheng's statement on November 3, the central bank announced five key financial policy priorities, including support for the Central HUIJIN Company to leverage its stabilization fund role in broadening medium-to-long-term capital inflows to the stock market. The

According to CNBC and Reuters, Texas elected its first Democratic governor in over 30 years on November 4, with Democrat Gina Hinojosa defeating Republican incumbent Greg Abbott. Hinojosa has proposed an immediate pause on new data center construction in the state and aims to cancel related tax

Industrial computer manufacturer Weitian (stock code 6570) announced its Q3 2026 financial results and October consolidated revenue. In Q3 2026, Weitian recorded consolidated revenue of NT$299 million with a gross margin of 36.11% and earnings per share (EPS) of NT$0.78. For the first nine months, t

According to MoneyDJ, Fast Retailing's stock surged 7.99% to 83,550 yen on November 5, marking a 3-month high, despite UNIQLO Japan same-store sales declining 5.5% in October. The weakness was attributed to higher temperatures and sluggish winter merchandise sales. Same-store visitor traffic

Swiss industrial equipment manufacturer ABB reported mixed third-quarter results on October 20, with data center business orders doubling but net profit missing analyst expectations, leading to a stock decline of approximately 5%. The profit shortfall and stock drop occurred despite strong order

Waltron Electronics (stock code 2313) announced Q3 2026 financial results today, reporting net profit of NT$22 billion, a 48.77% increase quarter-over-quarter, with earnings per share of 1.8. The Taiwan-based electronics component manufacturer attributed the strong performance to robust orders for o

According to the Taiwan Public Information Observation Post, JinYing Biotech's board of directors approved its financial report for the first nine months of 2026 on November 5. The company posted a net loss of NT$8.565 billion (approximately NT$85.7 million) for the period from January 1 to

According to its latest earnings report, Weidian (6570), an industrial PC maker, posted Q3 2026 consolidated revenue of TWD 299 million, up 43.71% year-over-year, with earnings per share (EPS) of TWD 0.78.

According to China Times, Wistron (2313) reported Q3 2026 after-tax profit of NT$2.2 billion, up 48.77% quarter-over-quarter, with earnings per share of NT$1.8. Revenue reached NT$22.585 billion, up 12.65% year-over-year, while gross margin expanded 2.82 percentage points to 21.33%. The company

NVIDIA verbally required Chinese cloud providers on November 4 to reduce the proportion of high-end computing power and mandate that new cloud contracts allocate over half of sellable computing capacity to non-Chinese customers. On the same day, Alibaba (9988.HK), Tencent (0700.HK), and ByteDance co

Guo Piao Securities reported that Taiwan stocks face correction pressure following US tech earnings that deepened concerns over AI spending and semiconductor sector weakness. US four major indices closed down between -1.09% to -7.2%, with TSMC ADR falling 5.95% and Taiwan futures dropping 867

The European Central Bank (ECB) maintained interest rates unchanged on October 29, while multiple European companies delivered strong financial reports, driving European stock markets higher across the board to seven-week highs. The pan-European STOXX 600 index rose 0.77% to close at 649.11

South Korea is pursuing a plan to buy large amounts of long-term US Treasuries, according to a November 5 report from people in the financial investment industry. The government and the Bank of Korea recently proposed the idea to the US, which responded favorably, with in-depth discussions held at a

According to MoneyDJ, as of 9:37–9:38 AM Taipei time on November 5, U.S. stock index futures showed mixed movement. The Dow Jones Industrial Average (DJIA) rose 127 points to 53,630 (up 0.24%), while the S&P 500 fell 9 points to 7,711.5 (down 0.12%). The Nasdaq 100 declined 231.5 points to 28,335.25

Walsin Technology Corporation (stock code 2492) released its Q3 2024 financial report. The company achieved Q3 EPS of 4.73 TWD, nearly matching its full-year 2023 performance, while 9-month cumulative EPS reached 9.66 TWD, marking a five-year high. Strong AI server demand drove high-end MLCC

Southeast Asia Commercial Joint Stock Bank (SeABank) has reported third-quarter 2026 profit of VND 1.315 trillion and total assets exceeding VND 429.376 trillion. The results were driven by improvements in core business operations, particularly growth in net interest income and foreign exchange activities. As Vietnam's financial market develops, growth in the bank's asset base reflects effective asset management and rising competitiveness. Asset Base Continues to Expand, Core Revenue Remains Sta

According to Chinatimes, Vanguard International Semiconductor (2492) reported Q3 earnings on November 5 with single-quarter EPS of 4.73 yuan, nearly matching its full-year 2025 performance. Q3 consolidated revenue reached 13.82 billion yuan, up 32.55% quarter-on-quarter and 46.82% year-over-year,

The UK construction sector contracted in October, with the Purchasing Managers Index (PMI) declining to 43.6, falling below the expected reading of 46.5 and down from 46.1 in September.

According to Bloomberg, Micron Technology has suspended its plan to build a new storage chip factory in Taiwan's Taoyuan region on November 5, citing an ongoing labor dispute with employee unions. The project, with an investment budget of $3-4.5 billion and originally scheduled to begin production i

Etron Technology (5351-TW) announced October 2026 revenue of NT$2.420 billion, representing a year-over-year increase of 417.33% and a month-over-month increase of 0.54%. The company's cumulative revenue for the first ten months of 2026 reached NT$16.846 billion, with a cumulative year-over-year