Global TradFi & Macroeconomics

According to foreign reports, the U.S. Department of Defense announced on Tuesday that it is investing $25 million in ReElement Technologies to expand domestic rare earth refining capacity and reduce American reliance on Chinese rare earth processing. The funds will support equipment procurement and

According to BlockBeats, on July 15, Iran's Islamic Revolutionary Guard Corps announced the launch of 'Operation Nasser 2,' claiming the United States has entered a formal state of war. Iran said it has attacked U.S. military targets in Bahrain and Jordan, destroying Patriot radars, naval air

According to IBM's preliminary earnings report released yesterday (July 14), the company's stock plummeted 25.21% to close at $217.07, marking its largest single-day decline since at least 1968 and erasing approximately $69 billion in market value. IBM attributed the selloff to disappointing

South Korea's KOSPI 200 index surged 3.3% at market open today, with Samsung Electronics jumping over 7%. Japan's Nikkei 225 index rose 0.4% at open.

Hanmi Semiconductor exceeded market expectations in its first-quarter performance, driven by a Micron-led order backlog and the resumption of demand from SK Hynix. CLSA analyst Harry Kim noted that the company's revenue and operating profit surpassed market consensus by 8% and 13%, respectively, mar

LB Investment announced on the 15th it will invest $10 million in Point2 Technology, a Korean-American AI datacenter cable startup based in San Jose, California. The investment comes despite concerns about overinvestment in the AI industry, reflecting confidence that the AI revolution's trajectory w

According to EJFQ, healthcare stocks have outperformed technology and semiconductor shares over the past month, driven by geopolitical tensions and a shift in market sentiment on July 13. The MSCI World Healthcare

On July 15, Shinhan Asset Management announced a portfolio rebalancing of its SOL AI Semiconductor TOP2+ ETF, adding five semiconductor equipment companies: Wonik IPS, Daeduk Electronics, PSK, VM, and TES, while removing LG Innotek, ISC, RFHIC, Korea Circuit, and Axicom. The rebalancing reflects

According to CLSA analyst Harry Kim, Hanmi Semiconductor posted stronger-than-expected Q2 earnings, with revenue and operating profit beating market consensus by 8% and 13% respectively. The rebound, driven by Micron's solid order backlog (46% of total revenue) and SK Hynix's resumption of

According to Citrini analyst jukan, Samsung Electronics plans to build a new DRAM wafer fabrication plant at its Giheung campus by converting the original site intended for a research center. The facility is expected to produce approximately 100,000 wafers monthly, with total investment reaching ten

Hanmi Pharmaceutical is forecast to achieve Q2 2026 operating profit of 124.1 billion won, more than double the prior year, driven by a $75 million upfront payment from Eli Lilly for a technology transfer deal completed last month. The one-time payment from the licensing agreement for

Hanjin, a BBB+-rated logistics company under Hanjin Group, failed to fully sell a 400 billion won corporate bond offering in demand forecasting held the day before. The 1-year tranche received 190 billion won in orders against a 200 billion won target, leaving 10 billion won unsold. Market

According to Yonhapinfomax consensus, Hanmi Pharmaceutical is expected to report second-quarter operating profit of 124.1 billion won on July 15, surging 105.46% year-over-year. The sharp increase is primarily driven by a 112.9 billion won upfront payment from Eli Lilly for technology licensing of s

According to Jin10, on July 15, the U.S. is advancing negotiations to reopen the Iraq-Syria oil pipeline, which has been dormant for over 20 years, aiming to bypass the Hormuz Strait and reduce Iran's future influence over global energy supply. Special U.S. envoy Thomas Baraka convened officials an

According to Jin10 Futures, CBOT soybean oil futures fell 0.7% on Tuesday, with the decline primarily driven by crush spread unwinding, as traders liquidated long soybean oil and short soybean meal positions. Improving U.S. soybean crop conditions and moderating temperatures expected in the

Shinhan Securities researcher Kim Hyo-jin issued a report on July 14 analyzing the recent KOSPI decline and potential resistance from single-stock leveraged ETF investors during any market rebound. Kim stated the recent KOSPI standalone plunge was excessive, but cautioned that Fed rate hike

Bank of America raised Advanced Micro Devices' (AMD-US) stock price target to $620 from $550, maintaining a Buy rating, citing sustained strength in AI server demand and market share gains for its EPYC processors. The bank expects AMD to exceed market expectations for second-quarter earnings and rai

According to IBM CEO Arvind Krishna, CrowdStrike (NAS: CRWD) closed up 12.14% to $210.73 on July 14, as the cybersecurity stock benefited from IBM's statement on enterprise spending trends. IBM announced that customers have been redirecting quarterly capital expenditures toward infrastructure such a

According to a report from Shin Young Securities on July 15, single-stock leverage exchange-traded fund (ETF) investors' selling pressure may restrict gains as South Korea's KOSPI index attempts to rebound. Researcher Kim Hyo-jin identified concentrated seller resistance in the 8,200–8,400 index