Global TradFi & Macroeconomics

USD/JPY dropped over 20 pips to 158.35 on September 25.

KOSDAQ-listed companies in South Korea have rushed to implement stock consolidation following strengthened delisting requirements introduced in July, but a Capital Market Institute report shows limited price recovery effects. Senior researcher Ahn Yu-mi reported that 13.7% of companies conducting pa

Korean stocks posted strong gains ahead of the Q3 earnings season, with KOSPI recording a 5.40% return over the past week, yet Q3 operating profit consensus fell 0.39% during the same period according to financial data provider FnGuide. The divergence reflects mixed sector outlooks: the electrical a

According to a Capital Market Research Institute report released Sept 25, Korean companies rushed to implement stock mergers following strengthened delisting requirements in July, but the recovery effect proved limited. The number of companies announcing stock mergers reached 220 as of Sept 4, compa

According to F&Guide, South Korea's third-quarter operating profit consensus was revised down 0.39% as of September 25, ahead of the earnings season. The electrical and electronics sector saw forecasts cut 0.45%, while semiconductors are expected to maintain strength. Shinhan Investment Securities p

Oracle Japan shares surged more than 7% Friday after the company reported record fiscal first-quarter sales and profits driven by strong cloud business growth. The Japanese subsidiary posted net sales of 74.86 billion yen ($472 million) for the June-August quarter, up 13% year over year, while

Korean asset management firms recommended investment products for Chuseok bonus money on the 25th, with strategies divided into three categories: semiconductors and AI, dividend ETFs, and mixed stock-bond products. Investors are seeking ways to invest holiday bonuses as firms including Samsung

Eight KOSDAQ-listed companies received delisting decisions in the past three months for failing to meet market capitalization requirements, according to Korea Exchange data released on the 25th. The companies — Coiz, Wonpoong Mulsan, Shilla SG, KM Pharmaceutical, Gold & S, Suseong Webtoon, AFW,

According to CNBC, Oracle Japan shares surged 7% on Friday after the company reported record fiscal first-quarter net sales of 74.86 billion yen ($472 million), up 13% year-over-year, with operating profit jumping 22.7% to 25.92 billion yen. Cloud revenue accelerated 31.7% to 25.14 billion yen,

According to Korea Exchange on Sept 25, eight KOSDAQ-listed companies (Coize, Wonpoong Musan, Shilla SG, KM Pharma, Gold&S, Seosung Webtoon, AFW, and Sejin TS) have been delisted due to failing to meet market capitalization requirements. The listing maintenance threshold was raised to 20 billion Kor

According to the Financial Investment Association, South Korea's money market fund (MMF) assets fell to 252.6 trillion won as of September 21, down 5.4% from 267.1 trillion won on September 4. The decline stems from shifting investor preferences toward higher-yielding bank deposits. MMF's average on

NICE Credit Rating senior researcher Kim Woong presented an analysis of AI capital expenditure sustainability at an online seminar on the 22nd, concluding that financial constraints at major US tech companies are unlikely to trigger an AI investment downturn in the near term. The analysis examined f

According to NICE Credit Evaluation, on September 22, the firm released an analysis of five major hyperscalers—Alphabet, Amazon, Meta, Microsoft, and Oracle—assessing their financial capacity to sustain AI infrastructure investment. The analysis found that while net debt dependency may double by

According to Token Terminal, the monthly trading volume for tokenized stock decentralized exchanges (DEX) surged to nearly $18B in September, up from just $20M a year ago.

According to the Financial Investment Industry and Yonhap News Agency, South Korea's Financial Services Commission announced today (September 25) the STO (Security Token Offering) policy framework, extending tokenization beyond fractional investment products to include stocks, bonds, and

According to Korea's Financial Services Commission, announced today (September 25), security tokenization (STO) will formally begin on February 4, 2025, enabling the tokenization and trading of stocks, bonds, funds, and other financial products on blockchain ledgers. The rollout follows a phased

Japan's 30-year government bond yield rose to 4.21% today, marking the highest level since the bond was launched in 1999. The surge reflects broader global interest rate trends and changing investor expectations.

According to Jin10, on September 25, WTI crude fell 2.00% to $91.94 per barrel, while Brent crude declined approximately 1.8% to $98.9 per barrel.

BlackBerry (BB) stock rose 4% on Thursday to $8.73 after the company reported second-quarter results that highlighted record revenue from its QNX automotive software division, driven by rising royalty payments from vehicle manufacturers. QNX posted record revenue of $80 million, up 27% from a year a

Samyang Foods and other Korean food and cosmetics stocks declined over the past month through the 23rd as the won strengthened against the dollar. Samyang Foods fell 13.03% during this period, while cosmetics companies Dalba Global, Silicon2, and APR dropped 19.07%, 15.67%, and 4.53% respectively.