Global TradFi & Macroeconomics

According to Uni Securities, Taiwan's Weighted Index rose 939.35 points to close at 47,035.58 yesterday (November 4), with the rally driven by strong demand from AI chip purchases. Anthropic announced plans to procure $800 billion in AI chips, triggering broad gains across semiconductor and

WT Microelectronics held an investor conference on November 5, announcing third-quarter consolidated revenue of NT$597.3 billion, up 1% quarter-over-quarter and 82% year-over-year, reaching a single-quarter record high. The IC distributor attributed the performance to sustained strong AI-related

ASE Technology Holding announced that its subsidiary SPIL acquired facility engineering services from Saint-Honoré Engineering & Technology, with contract execution occurring from 11/2 to 11/5 and approval granted on 11/5. The contract totals NTD 1,256,168,000 and will run from 11/2 to 12/31 (ROC

Ten US stocks including Capri Holdings, Exelixis, Exponent, Manhattan Associates, Oshkosh, Antero Resources, Churchill Downs, Parsons, BioMarin, and Post Holdings recorded gains during a trading session, with price increases ranging from 1.69% to 18.74%. Capri Holdings led with an 18.74% rise to $19

According to CNBC, U.S. Treasury yields declined sharply on November 30 as safe-haven demand surged following a stock market selloff that hit technology stocks particularly hard. The benchmark 10-year yield fell 6 basis points to 4.93%, moving further from the 5% level, while the 2-year yield

Fanga Technology announced on November 5 its third-quarter net profit reached 3.27 billion TWD, setting a new quarterly record with a 12.7% increase from the previous quarter and a 22.4% year-over-year gain. The company's third-quarter earnings per share (EPS) stood at 4.86 TWD, compared to 4.38 TWD

Gold prices surged above $4,100 per ounce on Thursday, reaching the highest level in over two weeks, as the US dollar weakened and Treasury yields declined following the US midterm elections. The Democratic Party's decisive victory in the midterm elections, regaining majorities in both the House and

Japanese stocks showed mixed performance on the 5th, with the Nikkei index falling 1,110.73 points or 1.79% to close at 61,077.90 points, while the TOPIX index rose 45.01 points or 1.16% to 3,940.39 points. The divergence occurred as investors sold

According to Guru Club, Singapore's benchmark stock index fell 1.2% to 5,076.81 points on June 4.

According to Longzhong Information, in October, high-sulfur crude oil imports at Shandong independent refineries rose to 40% of the total, up from 11% in September, while medium-sulfur crude fell to 46% from 74% and low-sulfur crude declined to 14% from 15%. The shift reflects increased arrivals of

Largan Precision (3008-TW) announced on Nov 5 that its October 2026 revenue reached NT$58.46 billion, marking the highest monthly figure this year, with a 1.15% month-on-month increase and a 6.63% year-on-year decline. The optical component manufacturer's cumulative revenue for the first ten

Three major legal entities in Taiwan's stock market net sold NT$123.457 billion on the 5th, as the weighted index closed at 41,574.72 points, down 1,374.19 points or 3.20%. Foreign investors net sold NT$102.461 billion, while investment trusts net bought NT$22.532 billion and proprietary traders net

According to Economic Daily, Fanfa (3526) posted Q3 after-tax net profit of NT$327 million on November 5, setting a new quarterly high and marking a 12.7% quarter-over-quarter increase and 22.4% year-over-year gain. Q3 earnings per share (EPS) reached NT$4.86, compared to NT$4.38 in Q2 and NT$4.1 in

According to Economic Daily, Largan Precision (3008) reported October consolidated revenue of NT$5.846 billion on November 5, up 1% month-over-month and down 7% year-over-year. The optical lens maker estimated November shipment momentum would be weaker than October. Year-to-date revenue for the

According to Far EasTone's Q3 earnings call, the Taiwanese telecom operator posted consolidated net profit of 36.7 billion TWD, up 6.6% year-over-year and hitting a 21-year quarterly high. Total revenue reached 297.6 billion TWD, up 12.8% YoY, while EBITDA grew 7.4% to 100.9 billion TWD. EPS stood a

According to Chinatimes, on November 5, the Nikkei 225 index fell 1,110.73 points, or 1.79%, to close at 61,077.90 points, pressured by broad technology stock selloffs. The Topix index, however, gained 1.16% to 3,940.39 points. Semiconductor stocks led declines, with Disco plunging 12.5%, Tokyo