Global TradFi & Macroeconomics

According to BofA's survey conducted from September 4-10, 53% of global fund managers view long semiconductors as the crowdest trade, marking the fourth consecutive month at the top position. The data also shows 33% of respondents believe semiconductor companies are overinvested, reaching a record h

According to BlockBeats citing BIT data, Strategy (MSTR) gained 48% over the past month as of September 20, becoming the top-performing stock among Nasdaq-100 constituents.

According to data from Korea Exchange submitted to assemblyman Park Sung-hoon's office on September 20, 68% of stocks designated under the market alert system fell within 20 trading days over the past five years. The exchange designated 1,548 stocks as requiring investment caution or investment

According to Apple, the iPhone 18 Pro and Pro Max officially launched on September 18 (Friday), marking the first device released under newly appointed CEO John Ternus. The launch occurs amid a global shortage in memory and storage devices, presenting a key challenge for the company. Despite a $100

Korean commodity ETFs tracking crude oil and agricultural futures surged in recent 1 month as Middle East conflict disrupted global supply chains. KODEX WTI원유선물(H) rose 16.97% and TIGER 원유선물Enhanced(H) gained 16.95% during this period, ranking second and third among domestic ETFs excluding

Hyundai Motor stocks face mounting pressure as three securities firms lowered their target prices this month, with the stock falling 53% from its June high of 783,000 won. Meritz Securities cut its target from 770,000 won to 680,000 won on the 18th, Samsung Securities reduced its target from 600,000

SFA Semiconductor stocks surged 22.87% from 7040 won on the 11th to 8650 won on the 17th, driven by expectations of increased outsourcing orders from Samsung Electronics for DDR5 memory production. The rally occurred as Samsung shifts its Onyang facility capacity toward HBM production, redirecting g

Neosapience, KB No. 34 SPAC, Korea No. 17 SPAC, and Wiseplanecompany will list on KOSDAQ September 21–25. Elice Group will conduct demand forecasting from September 23 to October 1. The listings are part of the IPO calendar for the specified period. Neosapience will list on September 21 with an

According to Korea Exchange data, SFA Semiconductor shares rallied 22.87% between September 11-17, climbing from 7,040 Korean won to 8,650 won, as investor expectations grew for increased outsourcing volumes from Samsung Electronics' expanded DDR5 production. The gains far outpaced the Kosdaq

According to Koscom ETF Check, South Korean crude oil-tracking exchange-traded funds dominated top gainers over the past month as of September 18. KODEX WTI Crude Oil Futures (H) and TIGER Crude Oil Futures Enhanced (H) rose 16.97% and 16.95% respectively, as WTI crude oil prices surged above $100 p

According to financial industry sources, three South Korean brokerages—Meritz Securities, Samsung Securities, and LS Securities—cut their Hyundai Motor price targets this month. The average consensus target price for Hyundai Motor fell to 66.7M won from a previous high of 90M won, as the automaker's

According to Michael Saylor, MicroStrategy founder, the SEC provided conditional relief for on-chain trading of certain tokenized stocks on September 17, while the CFTC chair committed to using existing authority to support digital asset innovation. Saylor stated that broad product adoption and

Bitcoin and Ethereum declined this week amid a US Federal Reserve rate hike and strong economic data, according to Xangle. Bitcoin fell 1.00% to 76,404 USD as of September 18, while Ethereum dropped 2.69% to 2,447 USD. The Fed raised rates 25 basis points to 3.75-4.00% on September 16. Robust

According to Zangle, Bitcoin fell 1% to $76,404 this week as of Sept 18, while Ethereum declined 2.69% to $2,447, following the Federal Reserve's decision on Sept 16 to raise rates by 25 basis points to 3.75–4.00%. Major crypto assets remained under pressure despite some altcoins showing strength

Korea Exchange (KRX) launched full after-market trading last week (September 14-18), but alternative exchange NXT maintained higher average daily transaction values at 1.4472 trillion won compared to KRX's 1.1476 trillion won. KRX's entry created a dual after-market system covering all

According to data disclosed by South Korea's Korea Exchange (KRX) and NXT (an alternative exchange) on September 20, NXT led in aftermarket trading value during the first week of September 14-18, averaging 1.45 trillion Korean won daily compared to KRX's 1.12 trillion won. However, KRX

South Korea's KOSPI index surged 178.82 points (2.66%) to close at 6894.23 on September 18, recovering the 6890 level in a single session. The rally was driven by foreign investors returning to net buying after 8 trading days of selling, purchasing over 400 billion won in the securities market and m

NH Investment & Securities researcher Ha Jae-seok released an analysis concluding that stocks maintain higher investment appeal than bonds despite rising long-term interest rates. The assessment attributes this shift to two primary factors: artificial intelligence infrastructure investment driving r

According to NH Investment & Securities, South Korea's KOSPI is expected to trade between 6,400 and 7,500 this week (September 21–23) amid heightened risk-off sentiment ahead of the Chuseok holiday. KOSPI closed at 6,894.23 on September 18, up 2.66%, but faces near-term pressure from a cautious

Korean stocks are expected to attempt a mild rebound this week as markets digest the hawkish Federal Open Market Committee (FOMC) outcome, ahead of the US-China summit scheduled for Sept 24. The KOSPI closed at 6894.23 last week, down 0.22% from the prior week's 6909.91, according to the Korea