Global TradFi & Macroeconomics

According to Korean financial investment industry reports, Korean Investment & Securities (KIS) posted net profit of 1.7311 trillion won for the first half of 2026, representing a 68.9% increase year-over-year and approaching the 2 trillion won milestone for a single half-year period. The

According to Yonhap Infomax, the Korean won appreciated 1.49% against the U.S. dollar in the past week (as of August 10), marking the strongest performance among major currencies. The gains were driven by expanded domestic dollar supply and broader dollar weakness. However, analysts cautioned that a

Cathie Wood’s Ark Invest bought approximately $15 million worth of NVIDIA (NVDA) stock on July 28, distributed across 5 of its ETFs; on July 29, it bought approximately $14.7 million worth of TSMC (TSM) stock, distributed across 4 ARK ETFs. Market data shows that NVIDIA and TSMC currently both have forward price-to-earnings (P/E) ratios of approximately 25x. Ark Invest’s Two-Day Trading Details: ETF Allocation of NVIDIA and TSMC Based on Ark Invest’s daily trading disclosures, as required by U.S

Japan's Ministry of Finance will issue 2.5 trillion yen in 5-year government bonds on August 18.

Bitcoin and gold showed signs of price synchronization as their correlation coefficient turned positive to 0.2207 on the 9th, according to CoinGlass data viewed on the 10th. The shift marks a reversal from the negative correlation of -0.2021 recorded on the 31st of last month. Correlation coefficien

Korean brokerage firms issued target prices for SK Hynix ranging from 1.48 million won to 4.7 million won based on reports published from June 1 to August 6, creating a 217.6% gap between the lowest and highest estimates. The divergence stems from conflicting views on memory chip supply dynamics and

Bitcoin (BTC) gave back its weekend gains, trading at around $65,030 on August 10. Strategy founder Michael Saylor said BIP-110 has received only around 0.15% of Bitcoin’s hashrate and that its first difficulty adjustment could take 25 years. South Korean People Power Party lawmaker Jung Sung-kook plans to propose a bill delaying the implementation of taxation on virtual asset income by three years, until 2030. Macroeconomic Events & Crypto Hotspots Michael Saylor posted on X that the BIP-110 br

According to Coinglass, the correlation coefficient between Bitcoin and Gold turned positive to 0.2207 on August 9, shifting from -0.2021 on July 31. The positive correlation indicates the two assets are beginning to move in sync. However, the coefficient remains modest compared to historical

According to financial data provider F&Guide, on August 10, target price gaps for top KOSPI and KOSDAQ stocks reached unprecedented levels amid heightened market volatility. SK Hynix showed the widest disparity at 217.6%, with target prices ranging from 1.48 million won (BNK Investment Securities) t

According to Zhitong Finance, WuXi AppTec (02359) reported record-high gross margin of 56.56% and adjusted profit margin of 42.36% for the first half of 2026. The company's TIDES business revenue reached 7.26 billion yuan in H1 2026, up 44.3% year-over-year. WuXi AppTec raised its full-year 2026 rev

According to announcement today (August 10), Guotai Junan International (01788) surged 37.02% at HK$2.85 per share as parent company Guotai Tongheng proposed to take the investment bank private. The privatization offer values each share at HK$3, representing a 44.23% premium to the HK$2.08 closing p

As of 09:30 Beijing time on August 10, WTI crude oil futures climbed 2.46%, while U.S. natural gas futures advanced 2.44%.

The Shanghai Containerized Freight Index (欧线 Europe Route) main contract declined 3.00% during today's session (August 10), closing at 1630.5 points.

According to Odaily, Yuanshu Technology launched its Shanghai Stock Exchange (STAR Market) IPO subscription today (Aug 10), pricing shares at 150.80 yuan each with estimated total fundraising of 6.099 billion yuan. The market-cap at listing is projected at approximately 60.993 billion yuan. The

According to Odaily, Yushu Technology opened online and offline IPO subscription today (August 10), with at least 12 brokerages appearing in its shareholder structure after three-layer penetration analysis. Notably, five brokerages indirectly invested in the robotics firm through CITIC Securities' p

The Korean Exchange triggered a buy-side sidecar for the KOSDAQ market at 9:50 AM on August 10, marking the third such activation in August. The circuit breaker engaged after the KOSDAQ150 futures index rose more than 6% and the spot index climbed over 3% compared to the previous trading day's

On August 10, China's central bank conducted 18 billion yuan in 7-day reverse repo operations at 1.40% interest rate, keeping the rate unchanged from the previous operation. The central bank's reverse repo contracts totaling 63 billion yuan matured

On August 7, SpaceX（SPCX） closed at $133.11, rising 15.83% on the day and gaining 25.77% cumulatively over the past five trading days. What makes this rebound unusual is that it occurred precisely as the widely feared “unlocking sell-off” hit the market. Source: Google Finance On August 6, Beijing time, SpaceX’s first large-scale post-IPO lock-up period expired. Approximately 911.5 million shares held by insiders became eligible for trading, lifting the company’s free-

Sanil Electric recorded its fifth consecutive quarter of record performance in Q2 2025, driven by surging demand for specialty transformers from AI data centers and aging power grid replacements. The company's Q2 consolidated revenue reached 164.2 billion won, up 28% year-over-year, while