Global TradFi & Macroeconomics

Korea Investment & Securities analyst Jung Jung-young issued a report on October 1 forecasting that US and China stocks will exit their 2-month consolidation range and gain upward momentum starting in October. The analyst cited recovering investor sentiment centered on artificial intelligence in the

According to minority shareholder group Act, on October 1, the organization opposed SK Hynix subsidiary Solidigm's planned U.S. listing, citing concerns that the IPO would dilute shareholder value. Act stated that if Solidigm lists alongside

South Korean semiconductor equipment stocks surged on Oct 1 morning following Micron's earnings call forecasting intensifying memory supply shortages through 2027-2028. TEF soared 15.49% to 73,800 won, while HPSP rose 5.65% to 67,300 won and Wonkwang IPS climbed 4.87% to 137,900 won. The rally

According to Zhitong Finance, Hengcheng Technology (HCPC.US) on September 2 completed its fourth F-1/A revision with the SEC, significantly raising its IPO fundraising target on Nasdaq. The latest prospectus shows the offering price raised to $6-$7 per share and share count expanded from 2 million t

According to Gate, USD/JPY broke through 158.0 and now trades at 158.017, up 0.7% in 24 hours. The Japanese yen continues to weaken against the U.S. dollar as markets digest recent developments.

Mirae Asset's TIGER 200 ETF ranked first among 15 domestic KOSPI 200-tracking exchange-traded funds with an 81.28% return since the start of the year as of last month 30th, according to Korea Exchange on the 1st. The ETF's strong performance was driven by broad market gains as Korean stocks

According to NEWSIS, Taiwan's Taiex index rose 0.12%, climbing 59.80 points to 47,999.93 at market open on October 1, sustained by overnight strength in U.S. semiconductor stocks. The index briefly surged over 200 points to 48,181.49 earlier in the session, with chipmakers including TSMC and UMC

According to Korea Exchange, Mirae Asset TIGER 200 ETF recorded the highest year-to-date return among 15 domestic KOSPI 200-tracking exchange-traded funds, reaching 81.3% as of Sept 30. The fund's net assets surged 126% to 10.2 trillion Korean won from 4.6 trillion won at year-end 2025, marking the

According to SK Haicel's official statement on October 1, the company reaffirmed that no decision has been made regarding Solidigm's U.S. IPO, despite ongoing market speculation. The company stated it is

South Korea's foreign exchange authorities net sold $9.612 billion in the second quarter to stabilize the market, a 29% decrease from the previous quarter's $13.6 billion despite the USD-KRW exchange rate reaching a 17-year high of 1,561

South Korean stocks showed divergent performance on October 1, with KOSPI declining 0.23% to 6822.25 while KOSDAQ surged 2.34% to 875.98 as of 10:30 AM. The split was driven by contrasting investor flows: individual investors

Dongkuk Pharmaceutical is projected to achieve 120 billion to 140 billion won in cosmetics exports in the current year, according to a report released on the 1st by LS Securities, which maintained its 'buy' rating and 30,000 won target price on the stock. The forecast represents a four- to

According to the Bank of Korea, foreign exchange authorities sold $9.612 billion net in the second quarter, down 29% from the previous quarter, even as the won-dollar rate hit a 17-year high of 1,561 won in early June. The won-dollar exchange rate rose 1.26% from end-March to end-June, tracking

According to LS Securities on October 1, Dongkook Pharm (stock: 086450) forecasted cosmetics exports of 120-140 billion won in 2026, up 4-4.7 times from 30 billion won in 2025. First-half exports reached 53-54 billion won, with larger quarterly volumes expected in the second half. The growth is

According to UBS analysts reported by Jin10, Australian corporate lending in August demonstrated resilience exceeding market expectations, with growth rates surpassing housing loans despite macroeconomic uncertainties. Among major banks, Commonwealth Bank of Australia and Australia and New Zealand B

Three Korean securities firms estimated LG Electronics' third-quarter 2026 revenue at 24.5993 trillion won and operating profit at 1.0613 trillion won, according to reports issued since August. Daishin Securities, Kyobo Securities, and iM Securities analyzed that LG Electronics performed well

Micron reported record fiscal fourth-quarter 2026 earnings for the June-August period, achieving revenue of $54.23 billion and an operating margin of 82.3%, but the company's stock declined in after-hours trading as investors focused on slowing sequential growth and restrictions on share buybacks.

According to Trade.xyz, DIESEL perpetual futures launched on the platform on October 1, offering 10x leverage and 24/7 trading. The contract tracks the price of New York Harbor ultra-low sulfur diesel (ULSD) per gallon in U.S.

South Korea's National Assembly postponed processing a Capital Market Act amendment introducing a mandatory tender offer system on the day it was scheduled for plenary session. The postponement followed an emergency press conference held the previous day by 18 domestic and foreign asset management c