Global TradFi & Macroeconomics

GS E&C received upgraded target prices from multiple Korean securities firms on 26일, driven by the advancing construction timeline of GS Group's Donghae AI Data Center (AIDC) project. Hanwha Investment & Securities raised its target price from 41,000 won to 50,000 won, while Daishin Securities

According to the National Bureau of Statistics on August 27, profits in computer, communication, and other electronic equipment manufacturing jumped 110% year-over-year in the first seven months of 2026. Other key sectors posted significant gains: non-ferrous metal smelting up 91.8%, chemical manufa

A Bank of Korea board member, Hwang Kun-Il, dissented on Thursday's interest rate decision, according to the central bank.

According to IDC, Apple's long-anticipated foldable iPhone is expected to ship over 10 million units in its first year following the product's launch on September 9, helping revive the struggling foldable smartphone market. Apple announced on August 26 that it will hold its autumn event on September

According to the Bank of Korea, six of the 21 monetary policy board members project the policy rate will be 3.50% over the next six months, with ten members expecting 3.25% and five anticipating 3.00%.

According to Jin10, China's central bank conducted 103 billion yuan in 7-day reverse repurchase operations and 503.5 billion yuan in overnight reverse repurchase operations today (August 27). With no reverse repos maturing on the day, the central bank achieved a net liquidity injection of 606.5 bill

Industrial enterprises above designated size in China reported profit growth of 17.6% year-over-year for January through July 2026, down from 18.7% in the prior period.

As of 09:30 Beijing time, WTI crude oil futures rose 0.06%, while U.S. natural gas futures gained 1.70%.

According to MSX.COM data, AI stocks rose broadly at the close of U.S. trading on August 27. Arista Networks surged 5.92%, while Arm gained 3.93%, Cognex rose 3.18%, Oracle increased 2.84%, and Palantir climbed 2.76%. Meanwhile, major indexes retreated slightly: the Dow Jones fell 0.21%, the S&P 500

Hyundai Motor unveiled its medium- to long-term growth strategy on August 26 at its CEO Investor Day, raising its 2030 operating profit margin target. However, securities firms expressed disappointment over limited new announcements in robotics and autonomous driving sectors, with some brokerage

Hotel Shilla, Hotel Lotte, and Parnas Hotel reported a structural shift in profit contributions during the first half, with hotel operations delivering disproportionately high operating margins relative to revenue share. Hotel Shilla's Hotel & Leisure segment generated 41.7% of combined operating pr

According to BlockBeats, on August 27, Zoom's stake in Anthropic reached $3.13 billion in value, generating $1.61 billion in paper gains over the three months ended July. The video conferencing company predicted Q3 adjusted earnings per share of $1.46–$1.48, below analyst consensus of $1.50,

According to Reuters, Synopsys on August 26 raised its fiscal 2026 revenue guidance to $9.69-9.74 billion and adjusted earnings per share to $15.04-15.10, up from prior forecasts of $9.63-9.71 billion and $14.72-14.80 per share, citing AI-driven demand for chip design tools. The company's

The Federal Reserve confronts persistent inflation pressures following July PCE data released on the 26th local time. Core Personal Consumption Expenditures inflation held at 3.3% year-over-year, unchanged from June and significantly above the Fed's 2% target. Market economists assessed the data as

Bitcoin (BTC) remains range-bound, trading at around $78,690 as of August 27. The U.S. Securities and Exchange Commission (SEC) submitted a proposal to the White House recommending reforms to cryptocurrency custody rules for investment companies. The AI computing-power chain Flop Network, led by Arthur Hayes, released a draft tokenomics plan that will distribute 3.5 billion genesis airdrop tokens and launch its testnet in Q4. Macro Events & Crypto Highlights CoinGape reported that the U.S. Secur

According to Yahoo Finance, U.S. July core personal consumption expenditures (PCE) inflation rose 3.3% year-over-year and 0.2% month-over-month on August 26, while headline PCE climbed 3.7% annually, remaining well above the Federal Reserve's 2% target. Market experts said the data is

According to industry data released on August 27, major South Korean hotel operators including Shilla Hotels and Lotte Hotels posted significant profit growth in the first half of 2026, with hotel divisions driving an outsized portion of overall earnings. Shilla Hotels reported operating profit of

China's central bank conducted a 103 billion yuan 7-day reverse repo operation today (August 27) at an interest rate of 1.40%. Both the bid volume and settlement amount matched at 103 billion yuan.

Huons Global Korean stocks surged to the daily upper limit on May 27 after Huons Group canceled a controversial merger between Huons and its unlisted subsidiary Huons Lab. The stock rose 29.83% to 30,900 won following the merger cancellation announcement on May 26. Minority shareholder platform

According to The Fact, Huons Global's stock surged to its daily limit on August 27 after the company withdrew a merger agreement with subsidiary Huons Lab on August 26. The stock rallied 7,100 Korean won (29.83%) to 30,900 won, marking the highest price in recent sessions. The merger withdrawal