Global TradFi & Macroeconomics

LS Securities cut its target price for NAVER stocks from 303,000 won to 293,000 won on October 1, citing increased profitability pressure in the second half due to rising costs. The brokerage maintained a 'buy' rating on the stock, which closed at 193,700 won in the previous trading session.

KB Securities projects the KOSPI index could reach 8500 in October, according to a report issued on the 1st by researcher Kim Min-gyu. The brokerage recommends increasing stock allocation from 96% to 97% while reducing cash holdings to 3%, citing that recent negative factors including interest

According to LS Securities analyst Seon Yu-jin on October 1, the brokerage cut Naver's target price to 293,000 won from 303,000 won, citing rising operational expenses in the second half of 2026. The firm maintained a "buy" rating despite lowering expectations for third-quarter operating profit to 4

U.S. core personal consumption expenditures (PCE) inflation came in below market expectations today (September 30), while Micron Technology substantially raised its fourth-quarter revenue guidance above Wall Street forecasts. Separately, Iraq increased crude oil price discounts for

According to S&P Global, Australia's manufacturing PMI reached a final reading of 49.6 in September, up from the preliminary estimate of 49.3.

KB Securities projected Samsung Electronics' shareholder returns could reach 600 trillion won over the next three years, more than four times the 140 trillion won returned during the recent three-year period. Analyst Kim Dong-won from KB Securities Research Division stated in a report on the 1st tha

DS Securities downgraded the target price for Cheil Worldwide (030000) from 26,000 KRW to 25,000 KRW on October 1, citing expectations that the company's Q3 2024 earnings will fall short of market consensus due to intensified marketing cost optimization by major affiliates. Analyst Jang Ji-hye

NH Investment & Securities maintained a 'Buy' rating and 180,000 KRW target on BGF Retail Stocks (282330) on October 1. The brokerage forecasts Q3 2026 consolidated revenue of 2.5188 trillion KRW (up 2.3% year-over-year) and operating profit of 101.5 billion KRW (up 4.0% year-over-year). Analyst

Doosan Electronic BG is expected to achieve record-high quarterly performance in Q3, according to a report released by Meritz Securities analyst Yang Seung-soo. The analyst estimates Q3 revenue at 756.7 billion won, up 72.0% year-over-year, and operating profit at 226.3 billion won, up 117.8% year-o

According to DS Securities analyst Chang Ji-hye on September 30, the firm downgraded Cheil Worldwide's target price to 25,000 won from 26,000 won (down 4%), citing lower-than-expected third-quarter results. The analyst forecasts operating profit will fall 16% to 801 billion won, below market

According to KB Securities, on September 30, Samsung Electronics is projected to expand shareholder returns significantly over the next three years, with potential payouts reaching 600 trillion won—over four times the 140 trillion won distributed in the past three years. KB Securities' research

According to NH Investment & Securities, the firm maintained a 'buy' rating on BGF Retail (282330) on September 1, with a target price of 180,000 won. Q3 consolidated revenue is estimated at 2.5188 trillion won (up 2.3% year-on-year), with operating profit at 101.5 billion won (up 4%), meeting

According to DS Securities on September 30, the brokerage downgraded its price target for Cheil Worldwide (ticker: 030000) to 25,000 Korean won from 26,000 won, a 4% reduction, citing weaker-than-expected third-quarter results. DS analyst Jang Ji-hye forecast Q3 operating profit of 81 billion won, d

According to Meritz Securities analyst Yang Seung-soo on September 30, Doosan Electronics BG's third-quarter revenue is estimated to reach 756.7 billion Korean won, up 72% year-over-year, with operating profit of 226.3 billion won, up 117.8% YoY and representing a 29.9% operating margin. The

Korean listed companies are projected to report Q3 net profit of 197.8 trillion won, a 214.1% increase year-over-year, with 96% of the profit growth coming from the information technology (IT) sector, according to an NH Investment & Securities report released on October 1 by researcher Kim

According to Bloomberg, on Wednesday, Google staff raised concerns about the real-world performance of its flagship Gemini 4 AI model, despite strong benchmark test results. While Gemini 4 outperformed OpenAI's Astra on certain safety tests, internal sources indicated the model underperformed in

Micron reported record quarterly revenue of $54.23 billion for its fiscal fourth quarter (June–August), marking its highest-ever quarterly revenue driven by surging AI memory demand, according to a filing on local time the 30th. The figure represents a nearly fivefold increase year-over-year and a 3

POSCO International is projected to deliver Q3 results meeting market expectations, driven by rising international oil prices, according to a report from Hana Securities. Analyst Yu Jae-seon forecasts Q3 operating profit of 395.8 billion won, up 25.3% year-over-year, with revenue reaching 8.261

Hana Securities maintained a 'Buy' rating and 50,000 KRW target price for Netmarble Korean Stocks on the 1st. Analyst Lee Jun-ho stated that the current stock price is at historic lows due to disappointing performance of H1 2024 releases 'The Seven Deadly Sins: Origin' and 'Mongil: STARDIVE' and the

According to NH Investment & Securities' report released on September 1, South Korea's third-quarter net profit for listed companies is projected to surge approximately 214% year-over-year to around 197.8 trillion won. The IT sector is expected to dominate growth, contributing 96% of the total profi