Global TradFi & Macroeconomics

According to Yahoo Finance on July 29, SK Hynix stock fell sharply after announcing plans to increase capital expenditure to at least $31 billion, up 50% year-over-year, to meet strong memory chip demand. The move underscored broader pressure on semiconductor stocks throughout July. The

According to IB토마토, Gyeyang Electric reduced its planned capital raising on July 28 due to declining stock price, amid a 955% debt-to-equity ratio. The company decreased debt repayment and operating fund allocations while maintaining equipment investment for capacity expansion following its

According to NYSE data, the Dow Jones Industrial Average fell 1,153.18 points, or 2.19%, to close at 51,594.14 on July 29, amid uncertainty surrounding U.S. interest rates and oil prices.

Microsoft's artificial intelligence and cloud business revenue exceeded market consensus estimates in the fourth quarter of fiscal year 2026 (April-June), according to the company's earnings report. While capital expenditures surged significantly, the decline in free cash flow was proportionally

Korea Investment & Securities raised its target price for SK Hynix by 24% to 4.7 million won, maintaining a 'Buy' rating despite the company's Q2 operating profit of 60.5 trillion won missing consensus by 6.4%. Analyst Chae Min-sook attributed the earnings shortfall to delayed shipment timing

According to Kiwoom Securities analyst Chae Min-sook on July 30, the firm raised its target price for SK Hynix to 4.7 million won, up 24%, while maintaining a 'buy' rating. The upgrade came despite SK Hynix reporting Q2 operating profit of 60.5 trillion won, falling 6.4% short of consensus. Chae attributed the miss to delayed shipments of high-value products rather than weakened demand, with the analyst expecting the timing shift to benefit Q3 results. Kiwoom increased its 2026 and 2027 full-yea

Korean stocks plunged on July 29, with the KOSPI closing at 5663.24, down 5.98%, and the KOSDAQ finishing at 662.68, down 6.12%. Circuit breakers were triggered on both exchanges as the KOSPI fell as low as 5262.77 during trading, a 12.63% intraday decline. Analysts attribute the crash to panic

According to Financial News, on July 29, South Korea's KOSPI index fell 5.98% to close at 5,663.24, with the index plummeting as low as 5,262.77 (down 12.63%) during intraday trading. Trading halts were triggered twice—a sell-side circuit breaker in late morning and a full circuit breaker at 12:32 p

According to NextTrade premarket data, Samsung and SK Hynix fell in premarket trading on July 30 morning as U.S. stocks tumbled on semiconductor selloff, Middle East uncertainty, and FOMC signals interpreted as hawkish. Domestic large-cap stocks extended losses from overnight U.S. market

According to Hong Kong Exchanges and Clearing (HKEX) disclosure on July 29, Changzhou Xingyu Automotive Lighting Co., Ltd. (stock code: 601799.SH) submitted a listing application to the HKEX Main Board, with Huatai International as the sole sponsor. The company previously submitted an application on

According to E-Daily, on July 29, the U.S. Federal Reserve held benchmark interest rates steady at 3.50-3.75% during its July FOMC meeting, but the decision triggered market concerns over lagging inflation response, causing a sharp selloff across equities. The 30-year Treasury yield jumped 10.5

According to MarketWatch, the Federal Reserve held interest rates steady at 3.5%-3.75% on Wednesday (July 29), but the decision saw three dissenting votes backing a rate hike—the largest opposition since fall 2016. CME FedWatch data shows markets now price a greater than 60% probability of a

DS Investment & Securities analyst Lee Su-rim stated in a report that semiconductor stocks retain additional upside potential despite recent declines, drawing parallels to the 2017-2018 memory supercycle. The analyst characterized the current correction as a mid-cycle adjustment rather than a cycle

According to DS Investment Securities researcher Lee Su-lim on July 30, semiconductor stocks still have upside potential through H1 2027 based on comparison with the 2017-2018 memory supercycle. Comparing SK Hynix's price action during the previous cycle, the stock recorded three record highs

According to Jin10, the Hong Kong Monetary Authority (HKMA) maintained its base lending rate at 4% today.

US stock indices ended Wednesday lower, with the Dow Jones Industrial Average posting its worst single-day loss in over a year and the Nasdaq 100 entering correction territory. The S&P 500 closed 1.5% lower, the Nasdaq 100 fell 2.1%, and the Dow dropped 2.2%. The Federal Reserve held interest

Qualcomm reported third-quarter fiscal 2026 earnings on Wednesday, July 29, with results roughly meeting market expectations. However, the company's fourth-quarter guidance of $9.7–$10.5 billion in revenue

According to Stocktwits data, U.S. stock indices fell on Wednesday with the S&P 500 down 1.5%, Nasdaq 100 down 2.1%, and Dow Jones Industrial Average down 2.2% to 51,594.14. The Federal Reserve left interest rates unchanged for the fifth consecutive time, raising inflation concerns as the 10-year

Global funds executed a capital reversal in July, withdrawing from South Korean chip stocks and covering short positions in Hong Kong tech stocks. The Hang Seng Index rose approximately 12% in July while South Korea's KOSPI Index plummeted over 33% during the same period. The shift followed a