Global TradFi & Macroeconomics

Samil PwC held a seminar titled 'Dual Listing Guideline Response Strategy: Special Review and Shareholder Protection Practical Points' at their Seoul Yongsan headquarters Sejong Hall on the 7th, the firm announced on the 10th. The event addressed how companies preparing subsidiary initial public

According to Financial News, Samil PwC held a seminar on August 7 to explain South Korea's new dual-listing guidelines that took effect on August 3, attracting about 100 corporate representatives and investors. The new framework shifts approval focus from "whether a dual-listing is permissible" to

SK Hynix announced confirmed investment plans for new DRAM and NAND flash production facilities in Yongin and Cheongju on May 7, triggering double-digit percentage gains in domestic semiconductor equipment company stocks on May 10. The company disclosed board-approved investments totaling

According to Morgan Stanley, the brokerage cut Chow Tai Fook's (06181) target price by 14% to 505 Hong Kong dollars from 590 dollars on August 10, while maintaining a buy rating. The bank also lowered its 2026 revenue and earnings forecasts by 14%, citing a 13% gold price decline that impacted

According to Herald Economy, on Aug 10, Bae Jae-gyou, CEO of Korean Investment & Securities Trust Management, warned investors against single-stock leveraged ETFs during a seminar for the ACE Semiconductor Plus Strategic Industries ETF launch. Bae emphasized that investment is a function of

According to Seoul Economic, SK Hynix's board approved approximately 54 trillion won in investment for new D-RAM and NAND flash manufacturing facilities in Yong-in and Cheongju on August 7. The investment comprises 35.2 trillion won for Yong-in's Y2

According to Japan's Cabinet Office, the Economic Watchers Survey Forward Index rose to 45.8 in July from 45.7 in June, marking a modest gain of 0.1 points.

According to Yonhap Infomax, HD Hyundai Heavy Industries today signed a contract with Koba Energy Group to supply power generation equipment based on 9.6 MW HiMSEN engines for U.S. data centers operated by major tech companies. The total contract value is 1,000 MW capacity worth approximately 956

According to Korea Exchange, on Aug 10 afternoon, KOSPI gained 0.68 percent (19.68 points) but pared most of its early gains as foreign selling accelerated. KOSDAQ surged over 5 percent and attempted to settle above the 850 level, supported by buying from both foreign investors and

According to official sources, OKX will launch three stock perpetual contracts on August 10 from 17:00 to 17:30. The contracts include SKUU (2x long SK Hynix), SKDD (2x short SK Hynix), and KO (Coca-Cola).

According to reports, BlackRock purchased $693.5 million in Bitcoin and $203 million in Ethereum this week, totaling $896.5 million. Bitcoin was trading around $64,874.41 during the period, reflecting the institutional asset manager's continued participation in the cryptocurrency market amid

BMT, a South Korean industrial fittings and valve manufacturer, reported record quarterly revenue of 48.64 billion won in Q2 2026, marking the highest quarterly sales since the company's founding. The results reflected simultaneous recovery in semiconductor equipment investment and expanded orders i

According to financial filings released on August 10, industrial fitting and valve manufacturer BMT recorded 48.647 billion KRW in second-quarter revenue, the highest quarterly result since its inception, with

According to Bloomberg, South Korea's financial regulators' crackdown on leveraged ETFs tied to Samsung Electronics and SK Hynix on Monday, August 10, unexpectedly sparked a surge into small-cap stocks. The Kosdaq index jumped 6.8% on the day and has now surged 30% from its July 30 low, as retail in

According to Bloomberg, Germany is considering backing Bundesbank President Joachim Nagel for European Central Bank president if current ECB President Christine Lagarde resigns early. Finance Minister Lars Klingbeil would support Nagel's bid, though Chancellor Friedrich Merz has not publicly

Jiasheng Technology expects revenue of approximately RMB 63 million to 65 million for the six months ended June 30, up 3.85 to 4 fold year-over-year. The company attributed the growth to steady commercial revenue from its Ken-Valve transcatheter aortic valve system and increased overseas clinical im

According to Motley Fool on August 9, Samsung Electronics and SK Hynix earnings reports contain warnings for Micron Technology investors. SK Hynix DRAM prices rose approximately 30% quarter-over-quarter, falling short of Goldman Sachs' pre-report forecast of 39% growth. Samsung DRAM prices

JPMorgan Chase raised its S&P 500 index target for the end of 2026 to 8,000 from the previous forecast of 7,800, according to the bank's latest guidance.

This week (July 30–Aug 4), Nasdaq 100's market cap surged $3.5 trillion in 4 trading days, marking the strongest 4-day rally since April 2025. The composite index closed up 1.30% on Friday, driven by better-than-expected earnings from major technology firms. Palantir Technologies (PLTR) led the

Morgan Stanley raised its price target for Zhipu AI by nearly 72% today (August 10), citing strong compute access and recent financing as key support for sustained growth. The adjustment reflects the brokerage's confidence in the company's capacity to scale amid intensifying AI infrastructure