Global TradFi & Macroeconomics

According to Loop Capital on Oct 1, the investment bank upgraded Dollar Tree (NASDAQ: DLTR) to Buy from Hold and raised its 12-month price target to $140 from $130. Analyst Anthony Chukumba cited strengthening bargain-hunting behavior as consumers face economic uncertainty ahead of the year-end

According to CNBC on October 1, Google released its next-generation AI model Gemini 4 Argon as Wall Street's attention shifted to the company's personal AI agent service Spark. Over the past three months, Meta's stock surged 19% while Alphabet's declined 6%, with shares closing down 1.70%

NH Investment & Securities maintained its 'Buy' rating for KB Financial Group (105560) on the 2nd, forecasting Q3 net profit at ₩1.8175 trillion. The target price remains ₩226,000, with the brokerage projecting a 7.8% year-over-year increase that aligns with market consensus of ₩1.821 trillion.

Vylor and Twilio stocks rose after-hours on Thursday after S&P Dow Jones Indices announced both will join the S&P 500. Vylor replaced Corteva immediately on Thursday, when the spin-off closed and regular-way trading began on the NYSE. Twilio will replace Warner Bros. Discovery before the open on

NH Investment & Securities maintains a 'Buy' rating and ₩34,000 price target for GS Retail (007070), announced on the 2nd. Analyst Joo Young-hoon cited non-convenience store segment normalization as the core investment driver. Historical earnings volatility in non-convenience store operations had

Kiwoom Securities forecast on the 2nd that Samsung E&A's Q3 earnings will exceed market expectations. The brokerage maintained its 'buy' rating and target price of ₩73,000 for the engineering and construction firm. Analyst Shin Dae-hyun projected Q3 operating profit at ₩276 billion, representing a 5

According to Kiwoom Securities research analyst Shin Dae-hyun on October 2, Samsung E&A's third-quarter operating profit is forecasted at 276 billion won, exceeding market consensus of 248.1 billion won and representing a 56.3% year-over-year increase. The company secured approximately 4.7

According to NH Investment & Securities report on October 2, the brokerage maintained a Buy rating on KB Financial Group with a target price of 226,000 Korean won, as Q3 net profit is expected to align with market consensus at approximately 1.8 trillion won. The report projected that KB Financial's

According to S&P Dow Jones Indices, Vylor (VYLR) took Corteva's S&P 500 seat on Thursday after the separation closed, with the stock rising 3% in after-hours trading. Twilio (TWLO) will replace Warner Bros. Discovery in the S&P 500 before Tuesday's market open, with shares gaining 1.2% after-hours.

According to Sangsangin Securities, the firm raised its target stock price for YG Entertainment to 63,000 Korean won from 60,000 won, citing BABYMONSTER's monetization in live concerts. The girl group drew 90,000 attendees across two nights at Kyocera Dome in Osaka and Tokyo, demonstrating strong

According to Iran's Strait of Hormuz Management Authority statement on October 1, three UAE-owned or leased tankers—Al Ruwais, Sinbad, and Mersin Prosperity—were recently targeted in the Strait of Hormuz. The authority's investigation revealed all three vessels had transited the strait multiple

The Office of Management and Budget (OMB) released the publication schedule for 2027 federal economic indicators. The schedule outlines the timing for the release of key economic data throughout the year.

According to BlockBeats, the U.S. Treasury conducted a $6 billion repurchase operation for 10-20 year Treasury securities on October 1, receiving $46.39 billion in bids.

According to Deutsche Bank's latest Q4 2026 "Fresh Money" report, the bank identified nine technology stocks spanning infrastructure, semiconductors, and AI platforms as key beneficiaries of accelerating AI investment. In data center infrastructure, Digital Realty (DLR-US) leads, with recent

NH Investment & Securities maintained a Hold rating and 22,000 won target price on HMM despite forecasting Q3 operating profit 42% above market consensus, according to a report issued on the 2nd. Analyst Jung Yeon-seung attributed the earnings beat to temporary supply disruptions rather than

IBK Investment & Securities on the 2nd maintained a 'buy' rating and 460,000 KRW target price for Samsung Electronics (005930). Analyst Kim Un-ho forecast the company's Q3 revenue at 195.2 trillion KRW, up 13.8% quarter-on-quarter, with operating profit of 101.7 trillion KRW, up 13.6%, citing a

According to NH Investment & Securities on October 2, the South Korean shipping company HMM maintains a 'Hold' rating and a target price of 22,000 won, despite Q3 operating profit expected to reach 943.5 billion won, up 216.5% year-over-year and beating market consensus of 663 billion won by 42%.

According to IBK Securities, on Oct 2 the brokerage maintained its buy rating for Samsung Electronics (005930) with a 12-month price target of 460,000 Korean won. IBK analyst Kim Un-ho cited prolonged memory supply shortages and stable profitability expectations as key reasons for the rating. Samsun

According to Guru Club, Brent crude futures hit $103.05 per barrel on Thursday, Oct 2, up 5.1% intraday, while WTI climbed to $93.68, gaining 3.6%. The surge follows reports that the U.S. is deploying up to 10,000 additional troops and a third aircraft carrier to the Middle East, heightening

The US dollar rose for a fourth consecutive trading session on October 1, reaching a six-month high, while the EUR/USD exchange rate collapsed below the 1.13 level to 1.12399 dollars, marking its lowest point since May of the previous year. The dollar's strength was driven by safe-haven demand