Global TradFi & Macroeconomics

Samsung E&A is expected to report strong Q2 results driven by Samsung Electronics semiconductor factory construction projects, despite delays in new chemical sector orders. Analyst consensus forecasts Q2 operating profit of 215.3 billion won, a 19.06% year-over-year increase, with revenue

According to Investing.com, SpaceX's market capitalization fell over $1 trillion on July 20, causing the company to drop from the 5th to 8th position in U.S. market cap rankings. The stock price declined 3.34% to close at $119.85. The decline is attributed to delays in Starship test flights, which h

According to Yonhapinfomax, Samsung E&A posted operating profit of 215.3 billion won for Q2 2026, up 19.06% year-over-year, driven by semiconductor factory construction work from Samsung Electronics. Revenue for the quarter reached 2.53 trillion won, a 16.32% increase from the same period last year,

Park Jin-young, founder and Chief Creative Officer of JYP Entertainment, recommended buying the company's stocks in November 2023 on YouTube channel 'Shuka World,' calling it 'the right timing' and urging investment 'for 3 years, 5 years later.' JYP stocks traded around 90,000 won then but dropped t

Hanwha Corporation received a positive Q2 performance outlook from SK Securities analyst Choi Gwan-soon, who cited growth at major subsidiaries and improved profitability in construction and global divisions. SK Securities maintained a 'Buy' rating while adjusting the target price from 170,000 won t

According to MarketWatch, the mega-cap seven ETF (MAGS) tracking Nvidia, Apple, Alphabet, Meta, Microsoft, Amazon, and Tesla rose over 4% since early July, reversing June's 9% decline. Apple led gains with a 15% monthly surge, reclaiming the title of most valuable company, while Meta

According to Zhitong Finance & Economics, Puqi Pharma (北京普祺医药科技股份有限公司) had its Hong Kong IPO prospectus expire on July 21, 2026, six months after submission on January 21, 2026. China Securities and Minyin Capital served as joint sponsors for the

Naver is projected to achieve Q2 revenue growth of approximately 15% driven by advertising, commerce, and fintech segments, according to a consensus forecast from 13 domestic securities firms. However, operating profit growth is expected to lag behind revenue expansion at 8.43% due to rapidly

According to forecasts from 13 major Korean securities firms, Naver's Q2 2026 consolidated revenue is expected to reach 3.37 trillion Korean won, up 15.58% year-over-year, with operating profit rising 8.43% to 565.5 billion Korean won. However, the operating margin is projected to compress to 16.8%

According to Smart Finance APP, Anhui Zhongjishu Guoyi Medical Technology Co., Ltd. (Guoyi Tech), which submitted its Hong Kong IPO prospectus on January 21, 2026, will see the document expire on July 21, 2026—six months after filing. Haitong International Capital Limited serves as the sole

Jamie Dimon, CEO of JPMorgan Chase, stated in an interview released late Monday that investors are underestimating risks facing the global economy and that he wouldn't purchase either equities or long-dated U.S. Treasurys at their current prices. Dimon cited geopolitical threats including wars in

According to IBK Securities analyst Byun Jun-ho, foreign investor selling pressure in South Korean equities has peaked in the short term, with KOSPI potentially rebounding from late July. However, the analyst noted that momentum could weaken again if economic growth and semiconductor demand slow

According to reports, JYP Entertainment CEO Park Jin Young strongly recommended buying JYP stock in November 2023 during a YouTube appearance, stating it was "the right timing." The stock has since fallen approximately 50%, erasing roughly 100 billion Korean won in investor

According to the Financial Times, the London Stock Exchange plans to introduce 24/7 trading next year.

According to a CNBC interview released late Monday, JPMorgan Chase CEO Jamie Dimon said he would not purchase stocks or long-dated U.S. Treasurys at their current prices, warning that markets are underestimating geopolitical and fiscal risks. Dimon cited wars in Ukraine and the Middle East,

According to MarketWatch, SpaceX dropped to eighth place in U.S. market capitalization rankings on Monday (July 20), as Meta Platforms surpassed it. SpaceX's market cap now stands at approximately $1.59 trillion after declining 21% over seven consecutive trading days, while Meta's market cap is

According to Invezz on July 20, General Motors displayed multiple bearish technical patterns ahead of its Q2 earnings release on July 24. The stock formed a descending flag continuation pattern following recent declines, while the Relative Strength Index (RSI) showed bearish divergence despite

South Korea's stock market broke the KOSPI 9000 threshold on semiconductor industry momentum but faces a critical challenge in securing stable foreign capital inflows to elevate market fundamentals, according to LS Securities analysis published on the 21st. Taiwan, which shares similar semiconductor

Korea's KOSPI 200 Volatility Index (VKOSPI) reached a record high while the US Fear and Greed Index remained relatively stable, marking an unusual divergence between the two markets. VKOSPI closed at 86.87 on the previous trading day, down 0.31%, after hitting an all-time high of 96.94 on May

According to LS Securities on July 21, South Korea's capital markets face structural valuation gaps compared to Taiwan despite similar economic structures. Taiwan holds 27.5% weight in MSCI Emerging Markets (IMI) index versus South Korea's 22.6%, reflecting Taiwan's two-decade corporate governance r