Global TradFi & Macroeconomics

According to KB Securities on July 13, Samsung Electronics' memory supply shortage next year will reach unprecedented levels, with new production capacity essentially flat while big tech firms begin long-term supply agreements (LTA). KB Securities' Kim Dong-won said general customers will face a

According to SK Securities on July 11, the brokerage cut Hanwha Ocean's price target to 134,000 won from 175,000 won following the failed Canadian submarine project (CPSP) order. The firm highlighted that securing marine plant orders and global naval ship contracts in the second half of 2026 will

According to China National Petroleum, on July 13, Tarim Oilfield reached a milestone by exceeding 400 billion cubic meters in cumulative gas supply to the West-East Gas Pipeline network, securing energy supply for nearly 500 million people

Samsung Securities is projected to deliver Q2 net profit of 524.3 billion won, a 123.4% increase from the prior year and 13.2% above market expectations, according to DB Securities analyst Na Min-wook. The forecast is driven by a 27.2% quarter-on-quarter rise in brokerage fees due to increased

According to Jin10, the platform will release its currency pair performance outlook for Monday, July 13, 2026.

According to DB Securities analyst Na Min-wook on July 13, Samsung Securities (016360) is forecast to post Q2 net profit of 524.3 billion won, representing a 123.4% increase year-over-year and exceeding market expectations by 13.2%. Brokerage commissions are expected to rise 27.2%

According to CME's Fed Watch tool, as of July 13, the Federal Reserve has a 62.1% probability of maintaining interest rates unchanged in July, with a 37.9% chance of a 25 basis point rate hike. Through September, the probability of maintaining rates stands at 26.4%, while a cumulative 25 basis poin

South Korea's Financial Services Commission announced dual listing guidelines on the 6th, requiring Hyundai Motor, Kia, and Hyundai Mobis to fulfill shareholder protection duties if Boston Dynamics pursues a Nasdaq listing. The three companies each hold at least 20%

SK Hynix's American Depositary Receipts (ADR) launched on NASDAQ on the 10th, closing at $168.01 and trading 15.78% above the domestic share price, as South Korea's KOSPI index fell 7.57% for the week to close at 7475.94. The market decline was driven by profit-taking following rapid gains,

On July 6, South Korea's Financial Services Commission released new guidelines on dual listings, establishing detailed criteria for when subsidiaries of South Korean-listed parent companies may list on overseas exchanges such as Nasdaq. According to the guidelines, a subsidiary may pursue a

Hanseong Enterprise, Kumho Electric, and Kumho E&C stocks surged between 77% and 100% during the week of May 6–10 on the Korean stock market, defying a broader market downturn. The rallies were driven by online community posts highlighting Hanseong's veteran support activities and government

Last week (June 6-10), Hansung Enterprise stock surged 100%, jumping from 4,230 Korean won to 8,460 won, according to Korea Exchange data. The company, known as H-CREMY and facing delisting risk, saw buying interest surge after online communities shared stories of its support for military

US stock markets rose over the weekend as President Donald Trump announced that negotiations with Iran 'ended,' though expectations of continued behind-the-scenes dialogue drove oil prices lower. WTI crude traded at $71 per barrel and Brent crude at $76 per barrel. Analysts at Pepperstone and Citi s

At least five US asset managers are launching SK Hynix ADR-linked leveraged exchange-traded funds (ETFs) on New York stock exchanges starting July 13 (Eastern Time), according to the US ETF management industry on July 12 (local time). LeverageShares, GraniteShares, ProShares, and Corgi Funds are

SpaceX closed at $145.3 on local time 10th, the lowest price since its stock market debut, according to Reuters/Yonhap. The stock trades 8% above its IPO price of $135 but remains 36% below the intraday high of $225.64 recorded on last month 16th. NH Investment & Securities data shows 100% of SpaceX

SK Hynix stocks face sharply divided analyst forecasts, with target prices ranging from 1.85 million to 4.2 million KRW as of May 13. BNK Investment Securities maintained its 'hold' rating and 1.85 million KRW target—unchanged from its May 12 adjustment—while the stock closed at 2.076 million KRW on

According to Reuters, SpaceX closed at $145.30 on July 10, up 8% from its IPO price of $135 but down 36% from its one-month high of $225.64 reached on June 16. Among investors who purchased SpaceX stock, all holding customers were in losses as of July 9, with an average return of negative 15%,

According to Daily An, on July 13, South Korean brokerages issued sharply divided price targets for SK Hynix, ranging from 1.85M won at the low end to 4.2M won at the high end. BNK Investment Securities maintained a 'hold' rating with a 1.85M won target, viewed as near-equivalent to a sell given the

According to Financial News, at least five U.S. asset managers — including LeverageShares, ProShares, GraniteShares, and KogiFunds — will launch 2x leverage ETFs linked to SK Hynix ADRs starting July 13. The moves follow strong demand following the semiconductor company's Nasdaq debut on July 10,

According to Kuwait's Defense Ministry spokesman, three military border posts in northern Kuwait and an offshore drilling platform operated by Kuwait National Petroleum Company came under attack on the evening of July 12. The border facilities sustained damage from the attack, while the oil rig