Global TradFi & Macroeconomics

According to The Wall Street Journal on July 21, BlackRock is leading debt financing of at least $12 billion to support Meta's new data center in El Paso, Texas. BlackRock and its infrastructure and private credit divisions will hold 80% equity in the project, while Meta holds the remaining 20%. The

According to NextTrade premarket data on July 21 at 8:10 a.m., Samsung Electronics and SK Hynix gained in premarket trading. The rebound was driven by bargain-buying flows into US semiconductor stocks overnight and easing of the Korean won-to-dollar exchange rate headwind, boosting investor

APR, a South Korean beauty brand company, is forecast to achieve record-breaking Q2 2026 revenue and operating profit driven by strong sales during Amazon's Prime Day event in the US market, according to a consensus of 15 securities firms compiled by Yonhap Infomax. The company's Q2 revenue is

According to South Korean broker consensus compiled in late June, beauty company APR is forecast to deliver record quarterly revenue and operating profit in the second quarter, driven by strong Amazon Prime Day sales performance. Aggregate consensus from 15 brokerages projects Q2 revenue of 742.9

According to Yonhapinfomax, South Korea's 3-year government bond futures rose 3 ticks to 102.79 overnight on July 21, while 10-year bonds fell 4 ticks to 105.01. U.S. Treasury yields climbed sharply, with 10-year and 30-year rates up 4.40 basis points and 4.20 basis points respectively from the

According to his Substack post dated July 17, Michael Burry reduced his Oracle (ORCL-US) put position by 50% to lock in profits while maintaining remaining bearish exposure. Burry clarified that reports of completely closing the position were "fake news." The "Big Short" investor had disclosed the o

IBK Investment & Securities released a report on the 21st analyzing foreign investor selling patterns in Korean stocks, concluding that while short-term oversold conditions suggest a potential rebound by late July, medium to long-term structural risks could trigger renewed selling pressure during an

Samsung E&A is expected to report strong Q2 results driven by Samsung Electronics semiconductor factory construction projects, despite delays in new chemical sector orders. Analyst consensus forecasts Q2 operating profit of 215.3 billion won, a 19.06% year-over-year increase, with revenue

According to Investing.com, SpaceX's market capitalization fell over $1 trillion on July 20, causing the company to drop from the 5th to 8th position in U.S. market cap rankings. The stock price declined 3.34% to close at $119.85. The decline is attributed to delays in Starship test flights, which h

According to Yonhapinfomax, Samsung E&A posted operating profit of 215.3 billion won for Q2 2026, up 19.06% year-over-year, driven by semiconductor factory construction work from Samsung Electronics. Revenue for the quarter reached 2.53 trillion won, a 16.32% increase from the same period last year,

Park Jin-young, founder and Chief Creative Officer of JYP Entertainment, recommended buying the company's stocks in November 2023 on YouTube channel 'Shuka World,' calling it 'the right timing' and urging investment 'for 3 years, 5 years later.' JYP stocks traded around 90,000 won then but dropped t

Hanwha Corporation received a positive Q2 performance outlook from SK Securities analyst Choi Gwan-soon, who cited growth at major subsidiaries and improved profitability in construction and global divisions. SK Securities maintained a 'Buy' rating while adjusting the target price from 170,000 won t

According to MarketWatch, the mega-cap seven ETF (MAGS) tracking Nvidia, Apple, Alphabet, Meta, Microsoft, Amazon, and Tesla rose over 4% since early July, reversing June's 9% decline. Apple led gains with a 15% monthly surge, reclaiming the title of most valuable company, while Meta

According to Zhitong Finance & Economics, Puqi Pharma (北京普祺医药科技股份有限公司) had its Hong Kong IPO prospectus expire on July 21, 2026, six months after submission on January 21, 2026. China Securities and Minyin Capital served as joint sponsors for the

Naver is projected to achieve Q2 revenue growth of approximately 15% driven by advertising, commerce, and fintech segments, according to a consensus forecast from 13 domestic securities firms. However, operating profit growth is expected to lag behind revenue expansion at 8.43% due to rapidly

According to forecasts from 13 major Korean securities firms, Naver's Q2 2026 consolidated revenue is expected to reach 3.37 trillion Korean won, up 15.58% year-over-year, with operating profit rising 8.43% to 565.5 billion Korean won. However, the operating margin is projected to compress to 16.8%

According to Smart Finance APP, Anhui Zhongjishu Guoyi Medical Technology Co., Ltd. (Guoyi Tech), which submitted its Hong Kong IPO prospectus on January 21, 2026, will see the document expire on July 21, 2026—six months after filing. Haitong International Capital Limited serves as the sole

Jamie Dimon, CEO of JPMorgan Chase, stated in an interview released late Monday that investors are underestimating risks facing the global economy and that he wouldn't purchase either equities or long-dated U.S. Treasurys at their current prices. Dimon cited geopolitical threats including wars in

According to IBK Securities analyst Byun Jun-ho, foreign investor selling pressure in South Korean equities has peaked in the short term, with KOSPI potentially rebounding from late July. However, the analyst noted that momentum could weaken again if economic growth and semiconductor demand slow

According to reports, JYP Entertainment CEO Park Jin Young strongly recommended buying JYP stock in November 2023 during a YouTube appearance, stating it was "the right timing." The stock has since fallen approximately 50%, erasing roughly 100 billion Korean won in investor