Global TradFi & Macroeconomics

Eugene Investment & Securities reported second-quarter net profit of 67.5 billion won, a 101.1% increase from the previous year, with first-half cumulative profit reaching 120.2 billion won, up 203.5%. The earnings surge was driven by corporate finance (IB) deals in data

According to Korea Exchange data, Eugin Securities reported first-half net profit of 1.202 trillion won on Aug 26, up 203.5% from the prior year, driven by gains in debt and equity trading as well as corporate finance operations. However, the stock price closed at 4,360 won, below its 5,000 won

Nike Inc. stock gained overnight as Jefferies identified the recent stock weakness as a potential buying opportunity, citing strong demand for Nike's running products at Dick's Sporting Goods despite ongoing inventory clearances. The firm highlighted comments from Dick's Sporting Goods executive

According to Jefferies and RBC Capital, overnight (Aug 25), analysts view Nike's recent stock weakness as a potential buying opportunity. Jefferies highlighted strong demand for Nike's running products at Dick's Sporting Goods, particularly models like Vomero and Peg, suggesting the turnaround

According to The New York Times, Netflix is considering adding rival streaming services like Comcast's Peacock and Fox One to its platform on August 26 to compete with Alphabet's YouTube and Roku. The strategy aims to transform Netflix into a one-stop shop for TV content, though no imminent deal

According to ChainCatcher, BlackRock has lowered the minimum threshold for converting self-custodied BTC into iShares Bitcoin Trust (IBIT) shares from $25 million to $1 million. Bitwise reduced its comparable threshold from $100 million to $3 million. The conversions use in-kind creation, allowing i

SK Innovation stocks fell 10.16% to 112,300 won on the 26th following the company's announcement to absorb its separator business subsidiary SK IE Technology (SKIET) through a merger. The decline reflects investor concerns over dilution from new share issuance and SK Innovation's increased

According to Mirae Asset Asset Management on August 26, demand for multilayer ceramic capacitors (MLCCs) and PCB substrates is surging as artificial intelligence server upgrades intensify supply chain bottlenecks. MLCCs function as power buffers in AI servers, while PCB substrates connect multiple c

According to SK Innovation, the company announced on August 26 its plan to absorb subsidiary SK IE Technology (SKIET) through a merger, triggering significant market volatility. SK Innovation shares fell 10.16% to 112,300 Korean won in afternoon trading, while SKIET surged 29.95% to the daily

NVIDIA Stocks rebounded after eight trading days, halting a seven-day decline—the longest since 2022—as the company's Q2 earnings announcement approaches one day ahead. The stock found support near its 200-day moving average at $208. According to a JP Morgan briefing on the 25th summarizing

According to Korea Exchange, Samsung Life Insurance surged 9.65% to 312,500 Korean won and Samsung C&T rose 5% on August 26 afternoon, following Samsung Electronics' announcement of a maximum 110 trillion won shareholder return plan. Investors' demand concentrated on companies holding large Samsung

On August 26, Japan's 40-year government bond yield declined 2.0 basis points to 4.130%.

Securities firms raised target prices for GS Engineering & Construction on the 26th as the company's role in GS Group's Donghae AI Data Center (AIDC) project becomes more concrete. Daishin Securities, Kiwoom Securities, Hanwha Investment & Securities, and NH Investment & Securities all maintained 'b

According to multiple brokerages in South Korea today (August 26), GS Construction's stock target prices were raised amid optimism over the GS Group's planned Donghae AI data center (AIDC) project. Hana Financial Investment raised its target from 41,000 KRW to 50,000 KRW, while Daishin Securities in

Hyundai Motor announced a stock buyback worth approximately 790 billion won on the 26th, but its share price fell more than 2% during trading. The buyback represents 0.92% of the company's market capitalization, scheduled for cancellation on the 31st. Market analysts attribute the negative

According to Yonhap News, Hyundai Motor announced a share buyback plan worth approximately 790 billion won on August 26, accounting for 0.92% of its market capitalization. The buyback, scheduled for August 31, will involve 2.505 million shares. Despite the announcement, the stock declined 2.02% to 4

According to Jin10 data, on August 26, ECB executive board member Schnabel said the central bank must raise rates further to contain inflation risks as the eurozone economy shows unexpectedly strong performance amid prolonged Middle East tensions. Consumer price inflation is likely to exceed the 2%

Richmond Federal Reserve President Thomas Barkin warned that escalating US government debt may eventually deter bond buyers, with the national debt now exceeding $40 trillion. The 30-year Treasury yield has climbed to levels not seen since before the Global Financial Crisis, driven by fiscal

Walmart started rolling out tap-to-pay technology across select US stores on Aug. 24, marking a shift in its checkout strategy. The rollout follows Walmart's longstanding preference for its QR-based Walmart Pay system over standard NFC payments used by many competitors. The move is part of Walmart's

According to Nikkei Asia, Japan's Financial Services Agency, Ministry of Finance and Bank of Japan are preparing to establish a research group this summer to examine a blockchain-based settlement infrastructure for securities transactions. The proposed system could enable near-instant settlement of