Global TradFi & Macroeconomics

iShares Silver Trust, the world's largest silver ETF, decreased its holdings by 19.66 tons compared to the previous day, bringing total holdings to 15,311.57 tons as of October 7, 2026.

US mobile trading platform Webull (NAS:BULL), which serves 28 million global users, faces allegations of structural ties to the Chinese government following a congressional investigation released October 7 (US local time), with Webull stocks dropping 19% in response. The House Select Committee on th

On Oct 7, the U.S. House Select Committee on Strategic Competition with China, chaired by Rep. John Molenar, released a report accusing Webull, the mobile brokerage platform with 28 million global users, of maintaining structural ties to Beijing despite marketing itself as an American company. The r

NAVER is expected to report third-quarter earnings below market expectations due to commerce investments and sports broadcasting rights costs, according to an October 8 report by Meritz Securities analyst Lee Hyo-jin. The analyst projected Q3 consolidated revenue of 3.4844 trillion won, up 11.0%

SK Hynix subsidiary Solidigm selected Goldman Sachs and Morgan Stanley as lead underwriters for a potential US initial public offering next year, Bloomberg reported on December 7 local time, citing sources familiar with the matter. The flash memory company could raise approximately $10 billion

DS Investment & Securities announced on the 8th that it maintains a 'buy' rating on Samsung SDI while raising the target price from 840,000 won to 940,000 won. The upgrade reflects expectations for continued order announcements in Q4, with North American ESS additional discussions ongoing and

Samsung Electronics recorded an operating profit of 107.4 trillion won in Q3, marking the first time a Korean company exceeded 100 trillion won in quarterly operating profit, the company disclosed on the 8th. The semiconductor division drove the record performance as memory demand remained strong am

Hanwha Investment & Securities maintained a 'Buy' rating and 300,000 KRW target price for Samsung SDS on October 8, projecting the company's earnings growth will accelerate from next year driven by new data center operations and expanded AI infrastructure orders. Analyst Kim So-hye estimated Samsung

According to Korea Securities Depository data, as of October 6, Korean retail investors' holdings of U.S. stocks surged above $200 billion for the first time in four months, reaching approximately $200.2 billion. The rebound follows consecutive four months of net buying activity starting in June,

According to Han Hwa Investment Securities, six South Korean stocks are projected to achieve their highest earnings per share (EPS) since 2011 in 2026, yet their current share prices remain 7 percent to 21 percent below historical highs, the brokerage reported today. The stocks identified are Gaon E

According to Bloomberg, on October 7, SK Hynix subsidiary Solidigm selected Goldman Sachs and Morgan Stanley as lead underwriters for its planned U.S. initial public offering next year. The company aims to raise approximately $10 billion through the IPO, Bloomberg reported, with sources indicating t

According to a Meritz Securities report released on October 8, NAVER's third-quarter operating profit is projected to decline 14.9% year-over-year to 485.8 billion Korean won, falling 5.8% below market consensus. Connected revenue is estimated at 3.4844 trillion won, up 11% annually, but cost

According to DS Investment Securities on October 8, Samsung SDI's target price was raised from 840,000 won to 940,000 won, with a maintained 'buy' rating. The brokerage expects accelerating order announcements in Q4, including additional North American energy storage system (ESS) contracts and

According to Yonhapnews, Samsung Electronics reported on October 8 that its third-quarter operating profit reached 107.4 trillion Korean won, representing a 782.5% increase compared to the same period last year. Revenue for the quarter totaled 195 trillion won, up 126.6% year-over-year. The result e

According to preliminary estimates from Fortescue Ltd., iron ore shipments in FY2026 Q1 declined 6% quarter-on-quarter to 48.8 million tonnes. The company reported iron ore sales of 42.9 million tonnes, below the shipment

Fortescue Ltd. (FMG.AU) reported preliminary iron ore shipments of 47.8 million tonnes for the first quarter of fiscal year 2026, down 6% quarter-on-quarter. Sales volume reached 42.9 million tonnes, below the shipment volume.

According to Mizuho Securities analyst Vijay Rakesh, AI agent-specific CPUs will drive massive demand for server processors, spurring upgrades to semiconductor and server equipment manufacturers. The firm raised target prices for AMD (to $705

Samsung Electro-Mechanics is projected to enter a three-year growth cycle driven by AI server component orders and substrate expansion, Yuanta Securities reported on the 8th. Analyst Ko Seon-young forecast Q3 2026 revenue of 3.7625 trillion won, up 30.2% year-on-year, and operating profit of 682.2 b

Korea Securities Depository (KSD) holds nearly 1.5 trillion won in unclaimed stocks as of August end, according to data submitted to the National Assembly. The 808.44 million unclaimed shares, valued at 1.4707 trillion won and belonging to 26,280 shareholders, accumulated because shareholders

According to Yuanta Securities, Samsung Electro-Mechanics (009150) is set to enter a robust three-year growth cycle driven by expanded AI server multilayer ceramic capacitor (MLCC) orders and semiconductor packaging substrate capacity expansion, the brokerage forecast on October 8. The company's 202