Global TradFi & Macroeconomics

Samsung Electronics received a maintained buy rating and 600,000 won target price from KB Securities on July 23 as the biggest Google AI beneficiary. Samsung currently supplies 50% of Google's server memory demand and 80% of its HBM (High Bandwidth Memory) as of Q3 this year, holding the 1

Daishin Securities on the 23rd lowered its target price for KEPCO KPS from 72,000 won to 64,000 won while maintaining a 'buy' investment rating. The brokerage cited the Bank of Korea's interest rate increases and delays in K-nuclear power plant entry to the US market as reasons for the adjustment.

According to Hong Kong Exchanges and Clearing (HKEX) disclosure on July 22, Shanghai Shengsheng Medical Pharmaceutical Cold Chain Technology Co., Ltd. (Shengsheng Cold Chain) submitted its application for listing on the HKEX main board. China International Capital Corporation Limited and Guoyuan

According to Daishin Securities, the brokerage cut Korean Electric Power (KOSEC) target price from 72,000 won to 64,000 won on July 23, citing delayed momentum for K-nuclear technology's U.S. market entry and South Korea's interest rate increases. The firm maintained its buy rating on the

According to KB Securities on July 23, the brokerage maintained a buy rating on Samsung Electronics with a 600,000 Korean won target price, citing the chipmaker as the largest beneficiary of Google's expanded AI infrastructure investments. KB Securities' research head Kim Dong-won noted that Samsung

According to Bank of America, Wall Street analysts remain bullish on artificial intelligence hardware manufacturers and recommend holding these stocks despite recent market turbulence in July. The bank noted that the release of open-source AI models, including China's Kimi K3 launched on July 16, st

According to Zhitong Caijing, as of July 23, the Hang Seng Index's bull-bear street positions ratio stands at 50:50. Bear warrant positions concentrate in the 25,300–25,399 range with 708 contracts outstanding, up 237 from the previous trading day. Bull warrant positions cluster in the 24,200–24,29

According to Zhitong Finance, the Hang Seng Index July futures (HSI) closed at 24,997 points on July 23, up 81 points or 0.325%. The contract traded at a premium of 104 points.

According to ZhiTong Finance, on Wednesday, July 23, the Hang Seng ADR Index rose to 24,929.5 points, up 36.84 points or 0.15% compared to Hong Kong's closing level. Among large-cap blue-chip stocks, HSBC

CNBC's Jim Cramer on Wednesday cautioned investors against reacting to every twist and turn of earnings season, advising them to 'sit on your hands' and accept short-term market volatility. The Mad Money host's remarks came as major indexes finished little changed Wednesday—the Dow Jones

According to Haris Khurshid, Chief Investment Officer at Karobaar Capital, Tesla remains in "build mode" at the earnings call, with capital expenditure as a core long-term strategy. Khurshid noted that CEO Elon Musk devoted most of the call to explaining capital allocation logic rather than

SM Entertainment, HYBE, YG Entertainment, and JYP Entertainment stocks plunged approximately 40% this year, with SM falling 49.33%, YG down 44.74%, HYBE declining 38.94%, and JYP dropping 38.81%, according to Korea Exchange data. The declines occurred despite revenue

South Korea's four major entertainment companies—SM Entertainment, YG Entertainment, Hive, and JYP Entertainment—saw their shares plunge an average of 40% year-to-date as of July 23, according to the Korea Exchange. SM Entertainment led the decline with a 49.33% drop, followed by YG Entertainment at

The US dollar declined against major currencies on the 22nd, with the dollar index falling 0.056% to 101.122 as of 4pm Eastern Time in New York trading. The euro strengthened amid surging natural gas prices and speculation over a European Central Bank rate hike, while concerns over prolonged

According to Yonhap Infomax, the U.S. dollar index fell to 101.122 on July 22 afternoon (ET), down 0.057 points (-0.056%). The euro rose 0.084% to 1.14112 against the dollar, while dollar-yen fell to 163.148. Euro strength reflected elevated inflation concerns in the eurozone following surging

According to Yonhapinfomax, on July 22 (US Eastern Time), the three major U.S. stock indices closed lower. The Dow Jones Industrial Average ended at 52,218.58, down 6.06 points (0.01%). The S&P 500 fell to 7,498.96, down 10.24 points (0.14%). The Nasdaq Composite closed at 25,690.90, down 146.30 poi

SPDR Gold Trust, the world's largest gold ETF, increased its holdings by 1.998 tons overnight, bringing total holdings to 1,007.871 tons.

iShares Silver Trust, the world's largest silver ETF, increased holdings by 22.49 tons compared to the previous day (July 21), bringing total holdings to 15,066.94 tons.

Alutech, a private company 100% owned by Aluco Group Chairman Park Do-bong's family, generated substantial profits through internal transactions with listed affiliates over approximately 20 years, according to Financial Supervisory Service electronic disclosure filings. The company derived 96.9% of

According to Financial News and Samsung Asset Management, on July 21-22, retail investors in South Korea made massive net purchases of covered call ETFs amid a sharp market decline. KODEX 200 Covered Call Active, which launched on July 14, recorded individual net inflows of 146.1 billion Korean