Global TradFi & Macroeconomics

Amkor Technology (AMKR), a semiconductor packaging and testing specialist, received a rating upgrade from UBS on the 24th (US local time) following the announcement of a multi-year partnership expansion with NVIDIA (NVDA). UBS raised its investment opinion from Neutral to Buy and increased the

US Big Tech companies Microsoft, Meta, Apple, and Amazon face investor scrutiny this week as they release earnings reports amid concerns over AI overinvestment. The wave of earnings comes after Alphabet's stock plunged over 7% on 23rd following its Q2 results release on 22nd after market close,

Foreign investors sold Korean stocks on trading days immediately following KOSPI closes above 7000, while individual investors concentrated purchases on Samsung Electronics and SK Hynix, according to a July 27th report by iM Securities analyst Kim Jun-young. The report attributes foreign selling at

GS Retail is forecast to achieve a 21% year-over-year increase in operating profit for Q2 2026, according to a survey of 11 major domestic securities firms conducted by Yonhap Infomax on May 27. The profitability improvement stems from structural adjustments that closed underperforming stores

Kolon TissueGene's stock plummeted from an intraday high of 149,000 won on May 12 to 15,000 won, a decline exceeding 90%, following the company's disclosure on May 20 that its TG-C cell and gene therapy for knee osteoarthritis failed to meet statistical significance in the first analysis of its US

According to Yahoo Finance and Wall Street analysts on July 26, semiconductor stocks remain attractive amid sustained AI infrastructure spending by major technology companies including Google, Amazon, Meta, and Microsoft. Mark Mahani, head of internet research at Evercore ISI, stated that

According to Yonhap Infomax, Yuhan-Kimberly announced on July 24 it will repurchase and retire 425.3 billion won worth of treasury shares, with shares rising 4.9% to 74,900 Korean won. The buyback covers 6.03 million ordinary shares and 32,600 preferred shares, representing 7.57% of outstanding ordi

According to CNBC, UBS upgraded Amkor Technology (NASDAQ: AMKR) to Buy on July 24, raising its price target from $80 to $90 per share, representing approximately 38% upside potential. The upgrade follows Amkor's announcement of a multi-year strategic partnership expansion with Nvidia (NASDAQ:

According to Yonhapinfomax, IPARK Hyundai Industrial Development's stock rose 14.14% in July through the 27th, significantly outperforming the KOSPI Construction Index, which fell 3.07% over the same period. The surge came ahead of the company's Q2 results announcement on July 23. The company

According to iM Securities research report released on July 27, the Seoul stock market (KOSPI) has not yet shown true sector rotation despite recent rebound, as foreign investors repeatedly sell whenever the index approaches the 7,000 mark while retail investors concentrate buying only in

According to Financial News, Coloron Tissue Gene announced on July 20 that its TG-C cell therapy for knee osteoarthritis failed to meet statistical significance in its first U.S. Phase 3 analysis. The stock plummeted following the disclosure, hitting three consecutive daily limits before

According to nexttrade, Samsung Electronics rose 3.21% to 257,500 Korean won in premarket trading on July 27 at 8:28 AM. The gain followed last week's sharp decline and reflects investor optimism over expanding artificial intelligence partnerships with global tech

Japan's corporate services producer price index (PPI) for June remained flat month-on-month at 0%, matching the prior month's reading of 0%.

Luxury fashion brands including Coach and Ralph Lauren are repositioning outlet stores as premium value channels amid weakening demand in the luxury market, according to a CNBC report on 26일 (미국 현지시간). The strategic shift targets 'aspirational' consumers who prioritize price-quality balance over

On July 25, SpaceX's Starship completed its 13th test flight, successfully deploying 20 operational Starlink V3 satellites. The mission marked the company's first Starship launch since its June Nasdaq IPO. All satellites successfully deployed solar panels and antennas, with ground teams confirming s

Japan's corporate services price index increased 3.2% year-over-year in June, missing the forecast of 3.4% and declining from the previous month's 3.3%.

iM Securities maintained a buy rating and a 138,000 won target price for Hanwha stocks on the 27th. The firm stated that demerger-related uncertainty factors have already been reflected in recent stock prices. Analyst Lee Sang-heon cited Hanwha's high correlation with core subsidiary Hanwha

According to financial industry sources, South Korea's financial authorities will raise the minimum deposit requirement for single-stock leveraged ETFs from 10 million won to 30 million won on July 27. The measure aims to curb speculative capital inflows and excessive market volatility that have

KB Securities stated on the 27th that while Korean semiconductor stocks have plummeted recently due to Middle East geopolitical risks and concerns about artificial intelligence (AI) investment sustainability, the industry's structural growth trajectory has become even clearer. The brokerage firm

According to iM Securities analyst Lee Sang-heon, the brokerage maintained its "buy" rating and 138,000 won price target for Hanwha on July 27, stating that recent uncertainties surrounding the company's planned corporate spin-off have already been priced into the stock. The company received