Global TradFi & Macroeconomics

Walton Advanced Engineering announced Q3 2026 financial results, reporting net profit of 22 billion NTD, an increase of 48.48% quarter-over-quarter and 2.06% year-over-year, with earnings per share of 1.8 NTD. For the first three quarters of 2026, the company posted net profit of 51.83 billion NTD,

According to the International Energy Agency's 2026 Global Gas Security Review released on November 4, the Hormuz Strait crisis will keep global natural gas supplies tight through 2027, with LNG production expected to decline 3% this year—the largest annual drop on record. Qatar and UAE LNG

According to its latest financial disclosure on November 5, PCB manufacturer Huatong (2313-TW) reported third-quarter after-tax net profit of 2.2 billion yuan, up 2.06% year-over-year, with earnings per share (EPS) of 1.8 yuan. For the first nine months of 2026, the company posted cumulative net pro

According to China's Ministry of Commerce, the country will continue imposing anti-dumping tariffs on n-propanol imported from the United States, effective from November 6, 2026, for a period of five years.

The Central Bank of Taiwan issued NT$110 billion (approximately USD 3.4 billion) in 364-day certificates of deposit on November 4, 2026, with a weighted average rate of 1.577%. The offering attracted bids totaling NT$273.17 billion, reflecting a 2.48x subscription ratio and a 40.27% tender

According to BlockBeats citing BIT data, U.S. pre-market stocks on November 5 showed mixed moves across sectors. Storage stocks declined broadly, with SK Hynix down 3.77%, Western Digital down 3.22%, Seagate down 3.51%, Micron down 2.71%, and SanDisk down 2.92%. AI computing cloud sector also

Ardentec (6510) reported Q1-Q3 2026 revenue of 49.02 billion TWD, surpassing its full-year 2025 total, with earnings per share reaching 42.2 TWD, driven by rising AI chip testing demand. The company's HPC revenue share climbed to 65.9% in Q3 2026. Ardentec expanded its Longtan Phase 2 facility in

Taiwan stock index surged 939.35 points to close at 47,035.58 points in yesterday's trading session, breaking above the 47,000-point threshold. The rally was driven by AI giant Anthropic's announcement of plans to procure $800 billion in AI chips, which fueled broad gains across AI-related stocks

According to UAnalyze Industry Database, on November 5, 2026, Jaco Electronics (ticker: 6510) reported nine-month revenue of NT$49.02 billion—exceeding full-year 2025 results—with EPS reaching NT$42.2. Third-quarter HPC (high-performance computing) revenue share jumped to 65.9% from 31.2%

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