Global TradFi & Macroeconomics

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

Roberta Lopez-Feliciano resigned from the board of First Philippine Holdings Corporation (FPH) effective August 9, as disclosed to the Philippine Stock Exchange on August 10. The resignation followed the sale of shares in Lopez Inc. by Crème Investment Corporation, which held 25.68% of the

According to SEC Form 17-C disclosure, Roberta Lopez-Feliciano resigned as director of First Philippine Holdings Corporation (FPH) on August 9, 2026, following the sale of Crème Investment Corporation's shares in Lopez Inc., the family holding company two levels above FPH in the ownership

According to Smart Finance, Kenstone Medical-B (stock code 09877) on August 10 forecasted mid-year revenue of approximately RMB 63-65 million for the six months ended June 30, 2026, up 385% to 400% year-over-year. Including other income and gains of RMB 9-11 million, total revenue is projected at RM

According to the UK Financial Conduct Authority (FCA), the regulator is developing a regulatory framework for tokenized gold as part of efforts to digitalize financial markets and strengthen London's position as a global gold trading hub. The FCA has been engaging with industry participants,

Citigroup lowered its target price for Hong Kong Exchanges and Clearing Limited (HKEX, stock code 00388) from HKD 530 to HKD 495, corresponding to a 31x 2027 price-to-earnings ratio, while maintaining a 'Buy' rating. HKEX is scheduled to announce its second-quarter results next Wednesday (19th).

According to Citi research, the Hong Kong Exchanges and Clearing (HKEX) target price was cut to HK$495 from HK$530 on Monday (Aug 10), corresponding to a 31x price-to-earnings multiple on 2027 forecast earnings, with the buy rating maintained. The bank expects HKEX to report second-quarter results o

According to Mirae Asset Securities, on August 10 as of 11 AM, high-yield investors ranked in the top 1% by returns net purchased Samyang Foods most actively, followed by Jeju Semiconductor and Alteogen. The rankings were

According to Korean Exchange, South Korea's KOSDAQ index surged 6.31% on Aug 10, climbing 50.38 points during intraday trading. The exchange activated a buy-side circuit breaker in the morning session. The index is attempting to reclaim the 850 level, a key technical resistance point.

The USD-KRW exchange rate reversed to gains on the morning of August 10, rising to the late 1,410 won range after narrowing earlier losses driven by strong bid demand. At 11:01 AM in the Seoul foreign exchange market, USD-KRW traded at 1,416.40 won, up 0.30 won from the previous trading day's Seoul

The White House is considering the removal of Federal Reserve Governor Lisa Cook based on a June 29, 2026 Supreme Court ruling, according to a report by Yahoo Finance on August 9 local time. National Economic Council Chair Kevin Hassett stated that President Donald Trump and Fed Chair Kevin Wash

According to Yonhap Infomax, the Korean won-to-dollar exchange rate recovered and rallied to 1,416.40 won today (August 10), up 0.30 won from the previous Seoul market close of 1,416.10 won. The pair fell to a session low of 1,408.80 won in the morning before steadily recovering, buoyed by strong