Global TradFi & Macroeconomics

According to Hanwha Investment & Securities, Hyundai Mobis reported Q2 operating profit of 975.2 billion won on July 27, significantly beating market expectations despite challenging macro conditions. The profit rose 12.2% year-over-year, while revenue came in at 16.3 trillion won, up 2.4% but

According to Zhitong Finance, Shenzhen XZB Technology Co., Ltd.'s Hong Kong IPO prospectus will expire on July 27, 2026. The prospectus, filed on January 27, 2026, becomes invalid after a six-month validity period. CITIC Securities and China International Capital Corporation served as joint

According to Zhitong Caijing, Beijing Xincheng Tianhe's Hong Kong IPO prospectus will expire on July 27, 2026, having lost validity six months after its January 27 filing. The company, with China Huatai International as sole sponsor, specializes in enterprise-level AI storage solutions, offering

According to Zhitong Finance, Yuychai Marine Electric's Hong Kong IPO prospectus, filed on January 27, 2026, expired on July 27, 2026. China Merchants International Securities and China Galaxy International were the joint sponsors for the

Samsung Securities lowered Kia Corporation's target stock price from 240,000 won to 210,000 won, reflecting Q2 results that missed market expectations and increased volatility across the auto sector. The revision followed Kia's Q2 operating profit of 2.6296 trillion won, which underperformed

According to Samsung Securities analyst Lim Eun-young, the firm cut Kia's price target to 210,000 KRW from 240,000 KRW recently, a 12.5% downgrade reflecting worse-than-expected second-quarter earnings. Kia's Q2 operating profit fell 4.9% year-over-year to 2.63 trillion KRW, undershooting market con

From 22:30 to 22:45 UTC on July 26, 2026, BTC inched higher, with a Return % of +0.39%. The price range was 65,202.4–65,494.4 USDT, with an Ampl of 0.45%. Overall, it was a mild uptrend in a low-volatility, low-amount environment. The main driver behind this move was that the US-Iran geopolitical conflict was paused for two consecutive days. Trump postponed his plans to escalate against Iran after intercept missile stockpiles ran out. Iran also paused attacks targeting US allies. With geopolitic

According to Korean Investment & Securities analysts, SK Hynix's second-quarter earnings release on July 27 is statistically unlikely to trigger the sustained sell-off feared by the market. Historical data from 27 quarters when SK Hynix recorded operating profit surprises shows that within five

Michael Burry disclosed substantial put options on NVIDIA and increased short positions on semiconductor ETF SMH, while US stocks closed mixed with the Nasdaq falling 0.64% and the Philadelphia Semiconductor Index dropping 4.25%. The famed short seller, who profited over 25% from a Tesla short

Min Kyung-wook, Korea Exchange KOSDAQ division head, announced a 3-tier market restructure within this year. The plan divides 1,800 listings into Select, Standard, and Alert segments. Alteogen, the market cap leader, will remain on KOSDAQ instead of transferring to KOSPI. Min attributed the reform t

The USD-KRW 1-month non-deliverable forward (NDF) closed at 1,459.10 won (MID) on the 24th (local time), down 7.20 won from the Seoul foreign exchange market spot close of 1,466.60 won on the previous session, according to overseas brokers on the 27th. The dollar gained modestly against the euro

Semiconductor stocks fell for five weeks on AI investment concerns, but a $950 billion cooperation was announced May 24 at the San Francisco AI Summit. The collaboration involves Korean companies and global big tech firms in AI and semiconductor development, countering worries about AI capital

According to Min Kyung-wook, deputy president of Korea Exchange, KOSDAQ plans to restructure its market into three tiers—Select, Standard, and Alert—by the end of 2026 to revitalize the 30-year-old market. The exchange aims to attract institutional capital through the Select segment while ensuring f

According to overseas brokers, the USD-KRW 1-month NDF rate in New York fell to 1,459.10 won on July 26, declining 7.20 won from Seoul's spot market closing price of 1,466.60 won on the previous day. The bid was 1,458.90 won and the ask was 1,459.30 won. Meanwhile, WTI crude oil for September

According to SK Securities, South Korea's KOSPI index fell 1.91% to 6,690.62 as of late July 27, amid five consecutive weeks of semiconductor stock weakness. Semiconductor shares had dropped 5.72% on July 24, with futures posting further declines of 2.8% after market close. High volatility

Matt Hougan, Chief Investment Officer at Bitwise, stated in a July 22 market commentary that the next crypto bull market could be shaped by stablecoins, tokenization, and institutional adoption rather than speculation. Hougan noted bitcoin rose 9% since July 1 while the Nasdaq-100 fell 6%,

According to PitchBook data released on July 27, U.S. buyout funds with 10 or more years since establishment held a record $348.5 billion in net asset value (NAV) by the end of 2025, driven by delayed exits amid rising interest rates and valuation compression. The buildup of aging, unsold assets

Intel reported earnings that exceeded market expectations, with earnings per share (EPS) beating forecasts by 2x and revenue surpassing estimates by 25%. The results come as AI server demand drives increased orders for Intel's server CPUs, which grew 59% - the highest growth rate in 15 years.

According to multiple Wall Street analysts, Intel's latest earnings beat expectations with earnings per share surging 2x forecast and revenue exceeding guidance by 25%, driven by 59% server CPU sales growth—the strongest in 15 years as demand for AI data center chips accelerates. However, analyst v

According to F&Guide data and Maeil Business Newspaper, SK Hynix and Samsung Electronics are set to announce record-breaking second-quarter earnings on July 29-30. SK Hynix Q2 revenue is projected at 84.17