Global TradFi & Macroeconomics

According to NH Investment & Securities on September 1, Younwoo Corporation has secured new customers including global athleisure brand Alo, strengthening its OEM (original equipment manufacturer) division. The brokerage lowered its target price to 105,000 Korean won from 120,000 won, while

According to South Korean securities firms Daishin Securities and Eugene Investment Securities, the U.S. 10-year Treasury yield breached 5% in late September, yet equity markets showed no significant correction, contrasting sharply with the 2023 rate shock that triggered a roughly 10% market

According to Korea Investment Securities on September 1, Samsung SDI is expected to benefit from supply chain restructuring that excludes Chinese batteries from the U.S. energy storage system (ESS) market. The firm maintained a 'buy' rating with a target price of 600,000 Korean won. The U.S.

Bank of America raised its AI datacenter market forecast for 2026-2030 to $2.2 trillion on the 30th local time, up from a prior $1.8 trillion estimate, citing sustained AI infrastructure investment. Semiconductor analyst Vivek Arya attributed the revision to accelerating adoption of agentic AI

The Korean government announced a second support plan for corporate investment and innovation, aimed at accelerating 7.9 trillion won worth of stalled projects in green industries, batteries, and advanced sensors. Deputy Prime Minister and Finance Minister Lee Hyung-il chaired a joint ministerial me

Shinhan Securities upgraded its investment rating on LG Household & Health Care stocks from 'neutral' to 'buy' and raised the target price 28% from 250,000 won to 320,000 won on the 1st. Analyst Lee Gyo-seok cited the North American sales growth of haircare brand Dr. Groot and the

According to Nextrade pre-market data on September 30, Micron delivered an earnings surprise for fiscal Q3 with revenue and EPS exceeding consensus, while gross margin reached 87%, surpassing the expected 86%. However, domestic semiconductor stocks showed mixed performance, with Samsung

According to Shin Young Securities analyst Lee Gyo-seok, the firm upgraded its investment rating on LG Household & Health Care to buy on September 1, raising its target price by 28% to 320,000 Korean won from 250,000 Korean won. The upgrade reflects growth in the Doctor G haircare brand's North

Ten major South Korean securities firms conducted 166 brokerage events through August to attract stock trading customers, according to data from the Financial Supervisory Service analyzed by National Assembly member Park Sung-hoon. The customer acquisition competition intensified as firms offered

Daishin Securities on September 30 lowered its target price for Hyundai Mobis stocks from 690,000 won to 580,000 won while maintaining a 'buy' rating, citing expectations that Q3 earnings will fall short of market consensus. The brokerage estimated Hyundai Mobis' Q3 operating profit at 890.3

CNBC's Jim Cramer said Wednesday that investors should not abandon the market despite signs of slowing activity across key sectors. High interest rates, geopolitical uncertainty, and political opposition are weighing on stocks across industries, according to Cramer's commentary on Mad Money. The

Kiwoom Securities lowered its target price for MCnex, a camera module specialist, from 35,000 won to 30,000 won on October 1. The downgrade reflects reduced profit forecasts due to rising memory prices impacting mobile component margins across the industry. Despite the target cut, the brokerage

According to NH Investment & Securities on September 1, analyst An Jae-min recommended increasing exposure to neo-cloud companies, naming Naver (035420), SK Telecom (017670), NHN (181710), and Nebius Group as top picks. The recommendation reflects expectations that demand for GPU computing

According to Yonhapnews, Daishin Securities downgraded Hyundai Mobis' target stock price on September 30 to 580,000 Korean won from 690,000 won, citing below-consensus Q3 results. The brokerage estimates Q3 operating profit at 890.3 billion won, trailing the market consensus of 955.8 billion won.

According to The Fact, on Sept. 1, Act, a platform representing SK Hynix minority shareholders, called for a review of Solidigm's planned U.S. initial public offering, citing concerns over shareholder dilution and potential parent company discount effects. Solidigm, SK Hynix's U.S.-based

According to Daeshin Securities, Hyundai Mobis' target price was cut from 690,000 won to 580,000 won on September 30, as the autoparts supplier's third-quarter operating profit is estimated at 890.3 billion won, below the market consensus of 955.8 billion won. The brokerage downwardly revised its

According to CNBC's Jim Cramer on Wednesday, Bloom Energy remains his preferred way to invest in behind-the-meter electricity for artificial intelligence data centers, though he cautioned against chasing the stock at current valuations. Bloom shares have surged 219% this year, including 34% in

According to Yonhapnews, on September 30, South Korea's KOSPI index declined 0.48% to 6,838.04, posting its third consecutive day of losses as U.S. long-term Treasury yields surged. The 10-year U.S. Treasury yield broke above 5.3%, its highest level since May 2002, weighing on regional equities

According to CNBC's Jim Cramer, on Wednesday, high interest rates and slowing capital markets activity are creating "frozen" conditions that are holding back key sectors. The 30-year mortgage rate has climbed to roughly 7.5%, making housing the least affordable in 40 years and locking homeowners int