Global TradFi & Macroeconomics

According to PPP, probability of a U.S.-Iran Hormuz Strait agreement by August 15 fell to 11% from the previous week, down 37%. The likelihood of a deal by August 31 dropped to 26%, down 23% week-over-week. U.S. officials indicated negotiations on the strait transit arrangement had been completed

According to Jin10, on August 10, economists delayed expectations for Swiss National Bank rate hikes, now predicting the earliest increases would occur after June 2027. Previously, some economists expected borrowing costs to rise this year; however, current forecasts suggest the SNB may not act

According to Keefe, Bruyette & Woods (KBW), on August 10, the investment bank raised its target price for Berkshire Hathaway's Class A stock (BRK.A) from $695,000 to $735,000.

According to ITAR-TASS, Kazakhstan redirected part of its oil exports through alternative routes in July after the Caspian Pipeline Consortium (CPC) operations were disrupted.

Japanese component manufacturers Murata Manufacturing and Ibiden reported record quarterly earnings for the 2026 fiscal year first quarter (April-June), driven by surging demand for AI server components. Murata posted quarterly revenue of 502.3 billion yen (approximately 4.49 trillion won) and

Sony and TSMC plan to invest approximately 1 trillion yen to establish a joint venture for next-generation semiconductor production for image sensors in Kumamoto Prefecture, Japan, with mass production targeted for 2029. According to a report by Nikkei on the 10th, the two companies will soon

According to Global Money Club, two Japanese semiconductor component makers reported record earnings in early August on the back of surging artificial intelligence infrastructure investment. Murata Manufacturing posted 502.3 billion yen in quarterly revenue and 98.5 billion yen in operating profit i

According to Nikkei on August 10, Sony and TSMC plan to jointly invest approximately 1 trillion yen to establish a joint venture producing next-generation image sensors in Kumamoto Prefecture, Japan, with target mass production in 2029. Sony will hold approximately 60% stake while TSMC takes

According to company announcement, six shareholders of Shanghai Aunt (HKEX: 02589) have notified the company of their intention to reduce holdings totaling up to 3.68 million shares, or approximately 3.5% of issued shares, between August 7 and November 7, 2026. The stock price tumbled in response, d

According to BlockBeats, on August 10, China's semiconductor storage stocks fell sharply in afternoon trading, with Puran Semiconductor (普冉股份) dropping over 10% and other major players including Beijing Junzheng, Gigadevices, and Changxin Technology following

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).