Global TradFi & Macroeconomics

GS Retail disclosed its '2026 Corporate Value Enhancement Plan' on the 7th, targeting an operating profit of 380 billion won by 2028. The plan represents a more than 30% increase compared to last year's performance. The company stated it will enhance fundamental corporate value through

According to Guru Club, spot silver rose 1% during intraday trading on August 7, reaching $62.14 per ounce.

The Federal Reserve's Foreign and International Monetary Authorities (FIMA) repo facility, designed to provide emergency dollar liquidity to foreign central banks, recorded a zero balance as of August 5, marking the eighth consecutive week of non-usage. The facility's highest utilization this year o

Korean construction stocks outperformed the broader market this month through the 6th, with the KRX Construction Index rising approximately 18.2% while the KOSPI fell 4.5% and major semiconductor stocks declined during the same period. The sector rotation was driven by AI data center investment

The Korean ETF market experienced widespread declines in July, with 891 out of 1,138 listed exchange-traded funds falling in value, representing 78.3% of all domestic ETFs according to Korea Exchange and ETF Check. The market downturn was driven by sharp drops in major semiconductor stocks,

Warren Buffett, CEO of Berkshire Hathaway, criticized the US stock market as gambling rather than investing at the company's annual shareholder meeting on 6일 (local time), according to reports from Motley Fool and other US investment media. Buffett stated that many assets are trading significantly a

According to Yonhap Infomax, GS Retail announced today its 2026 corporate value enhancement plan targeting 3,800 billion won in operating profit by 2028, representing a 30% or more increase from the previous year. The South Korean retailer plans to achieve this goal by selling non-core investment s

According to the Federal Reserve, as of August 5, FIMA repo balance—a tool designed to provide emergency dollar liquidity to foreign central banks—remained at zero for the eighth consecutive week. Meanwhile, the Fed's reverse repo balances with foreign central authorities decreased by $16.76

According to Yonhapinfomax, the USD/KRW exchange rate fell below the 1,420 Korean won psychological support level on August 6-7, hitting 1,414.50 won—its lowest level since early October 2025. The pair has declined over 144 won from July 1's high of 1,559.20 won. Market participants remain

According to the Korea Exchange (KRX), South Korea's construction-related stocks led broader market gains on August 7, with the KRX Construction Index up 18.2% through August 6 as AI data center and power plant investment plans drove sector rotation. GS Engineering & Construction surged 39%, while

According to Foresight News, Metalpha, a Bitcoin treasury company listed in Japan, reported total assets of $485.6 million and revenue of $37.1 million for the fiscal year ended March 31, 2026. The company maintained profitability during the

According to Korea Exchange and ETF Check, 891 ETFs listed in South Korea declined in July, representing 78.3% of all funds, while only 244 ETFs rose. The market's total net assets contracted sharply, dropping from 512.4 trillion won in late June to 434.4 trillion won by end of July, a decline of 77

According to Berkshire Hathaway's annual shareholder meeting yesterday (August 6), Warren Buffett warned that the U.S. stock market has become a gambling casino rather than an investment or speculation venue. Buffett compared the market to a church with a casino attached, saying excessive risk

According to Odaily, Southern Double Long Hanmi Semiconductor (07709) declined over 10% as of today (August 7).

Late Thursday, S&P 500 futures declined 0.05%, while Dow futures fell 0.1%, as investors reacted to escalating tensions near the Strait of Hormuz. According to Iran's Fars news agency, Iranian forces struck "hostile targets" near the strait on Thursday night, raising concerns about potential

Pacific Airlines reported mid-term profit of $105 million as of end-June, up more than threefold year-over-year. The company declared an interim dividend of 15.5 Hong Kong cents, an increase of 8.69 times from the prior year, representing approximately 100% of the period's net profit. Revenue

Applied Optoelectronics Inc. (NASDAQ: AAOI) shares fell 7.5% in after-hours trading on August 6. The company reported Q2 adjusted EPS of $0.06 and revenue of $191.9 million, exceeding the expected $189.3 million. This marked the fifth consecutive quarter of record revenue and the achievement of a non-GAAP profitability milestone. Sales of 800G products doubled quarter over quarter. AAOI Q2 2026 Earnings: EPS of $0.06 Beats Expectations The key figures from AAOI's Q2 2026 earnings report, coverin

According to Korea Exchange, Sangsin Securities surged 29.91% to 1,203 Korean won on August 7, continuing its upward momentum amid speculation the company will acquire Sh Nonghyup Bank. The stock had also gained 29.87% to 926 Korean won on the previous trading day, marking two consecutive days of

According to BlockBeats, Applied Optoelectronics (AAOI) reported on August 7 that its Q2 FY2026 revenue reached $191.9 million, up 86% year-over-year and exceeding analyst expectations of $190 million. Adjusted EPS came in at $0.06, significantly above the expected $0.01, while Non-GAAP net profit h