Global TradFi & Macroeconomics

According to Yonhapinfomax, LG Display reported an operating loss of 107.7 billion won in Q2 2026 (announced July 22), marking its first quarterly loss in four quarters amid seasonal downturn and workforce restructuring costs. H1 consolidated revenue reached 11.146 trillion won, down 4.3%

According to Yonhapinfomax, Japan's Nikkei 225 index rose 1,026.38 points (1.55%) to 67,258.57 on July 22, driven by overnight strength in U.S. semiconductor stocks. The TOPIX index climbed 35.20 points (0.88%) to 4,050.15. U.S. semiconductor stocks surged 5.21%, with major chipmakers including

According to Yonhapinfomax, on July 22, the dollar-won exchange rate rose to 1,479.70 won, up 6.3 won from the previous day's close of 1,473.40 won. The surge was driven by escalating U.S.-Iran military tensions and the yen hitting a 40-year low. The dollar-yen rate broke above 163 for the first ti

According to investment banking sources, Delivery Hero announced on July 22 that it has halted the Baemin (Baemin) sale process following the execution of a merger agreement between Uber and Delivery Hero. The move marks the culmination of the South Korean food delivery platform's ownership

Toto, Nittobo, and Ajinomoto—Japanese companies known for toilets, textiles, and MSG seasoning—saw their shares surge 78%, 63%, and 61% respectively this year as they supply critical semiconductor components. The three firms reported sharp growth in semiconductor-related businesses for their

According to Bloomberg, Toto, Nittobo and Ajinomoto—companies known for toilets, textiles and seasoning respectively—have seen share prices gain 78%, 63% and 61% this year, rising as they supply critical materials to semiconductor manufacturers benefiting from the AI boom. Toto's advanced

Seven major Korean securities research center heads surveyed by Herald Economy assess the recent KOSPI decline to the 6000 level as an excessive price correction driven by fear and supply-demand factors rather than a deteriorating earnings outlook. The research heads from Mirae Asset Securities,

According to Shanghai Steelhome, MMLC battery-grade lithium carbonate mid-price held steady at 141,400 Chinese yuan per ton in early trading today (July 22), unchanged from the previous day's 16:30 close.

According to Korea Exchange data, domestic robot-related stocks surged today (July 22) following Samsung Electronics' establishment of the RX (Robotics eXperience) business promotion division under its chief executive officer. Cosmo Robotics rose 29.96% to 17,570 Korean won at the trading limit,

According to Herald Economy, major South Korean brokerage research centers diagnosed the KOSPI's drop below 6,000 today (July 22) as excessive price correction driven by fear and liquidity issues, not deteriorating fundamentals. The KOSPI's 12-month forward price-to-earnings ratio fell to 5.8x,

According to HKEX filings released on July 20, Guangdong Tus-Rise Technology Co., Ltd. (300607.SZ) submitted its Hong Kong main board listing application with Huatai International as sole sponsor. The prospectus shows funds will target robot technology R&D, sales network expansion, strategic

According to Hyperinsight, two whale investors holding multimillion-dollar long positions in Micron Technology (MU) secured combined profits of approximately $2.86 million yesterday (July 21). Micron's stock price stood at $976.08, up 6.36% from the previous day. One position has been fully

According to Bernstein analyst Gautam Chhugani, Robinhood's prediction market revenue is expected to surpass its crypto trading revenue as early as Q2 2026. The firm projects that by 2028, prediction market annual revenue will approach $2 billion. Bernstein has also raised its price target for Robin

On Tuesday (July 21), U.S. Senator Mark Warner urged major financial institutions and trading firms to halt the use of TMTG's Truth API, a paid data service that provides early access to President Trump's posts on Truth Social. Warner warned the arrangement would create "very concerning

On July 22, Hong Kong-listed gold stocks rallied broadly. Zijin Gold International (02259.HK), Chifeng Gold (06693.HK), and Lingbao Gold (03330.HK) surged over 14%, while Tongguan Gold (00340.HK), Zijin Mining (02899.HK), and Shandong Gold (01787.HK) climbed over 7%. Zhaojin Mining (01818.HK) and

General Motors (NYSE: GM) shares rebounded after the company released its 2026 Q2 financial results. After finding support near the 200-day simple moving average, the stock rose to about $80. In a July 21 analysis, Morgan Stanley said it is bullish on General Motors’ potential in its North American business. In Q2, adjusted earnings per share (EPS) came in at $3.57, up 41.3% from the same period last year, beating Zacks consensus expectations. General Motors Q2 2026 EPS: Adjusted $3.57 Per Share

According to Vanda Insights on July 22, Asia's dependence on fossil fuel imports will expose the region to prolonged geopolitical risks. Vandana Hari, founder of the Singapore energy consulting firm, noted that approximately 90% of Asia's primary energy consumption currently comes from oil,

According to Yonhapinfomax, on July 22, the Korean won traded at par against the U.S. dollar in the Seoul foreign exchange spot market before 9 a.m. local time. Non-deliverable forwards (NDF) fixing positions were balanced, indicating neutral positioning ahead of the day's trading

Morgan Stanley published a report on CATL (stock code 03750), stating the company will release second-quarter earnings on Friday and expects results to exceed both company guidance and the bank's own estimates. The bank cited company guidance of 220 billion RMB net profit and Morgan Stanley's estima

According to Morgan Stanley, CATL (03750) is expected to release second-quarter earnings on Friday that will likely exceed company guidance and the bank's estimates of 22-23 billion yuan in net profit. The brokerage maintained an "overweight" rating on the stock, citing strong near-term growth