Global TradFi & Macroeconomics

According to its 13-F SEC filing, Berkshire Hathaway held approximately 106 million Alphabet shares as of June 30, up 83% from 57.8 million shares at the end of March, making the Google and YouTube parent company its third largest stock

Securities firms that underwrote unsold shares during Neuromeca's capital increase reduced their valuation losses as the KOSDAQ-listed company's stock price rose 10.28% to 23,600 won on the 14th. The recovery brought the stock price close to the final issue price of 24,450 won per share, following a

According to Yonhap Infomax, Neuromeca stock surged on August 14, closing at 23,600 Korean won, up over 10% from the previous trading day and nearly recovering to the final offering price of 24,450 won per share. This recovery has largely eliminated accumulated losses for underwriting securities

BNK Investment & Securities researcher Lee Seong-kyung assessed on August 16 that South Korean credit spreads remain stable with minimal fluctuation, though clear momentum to expand bond demand is still absent. Lee stated in a report titled 'Credit Spread Stability, Demand Remains Weak' that

According to BNK Investment & Securities, South Korea's credit spreads remained stable as of August 11, showing minimal fluctuation from late July and the three-month average. Special bonds and bank bonds maintained similar levels across maturities, while floating-rate and corporate bonds showed

Ingenia Therapeutics, Kido Industry, and Skylabs are proceeding with KOSDAQ listings in the third week of August following their initial public offering processes. Ingenia Therapeutics will list on August 18 after setting its IPO price at 12,000 won with a retail subscription ratio of 3.09:1,

According to Bizwatch, Ingenium Therapeutics is set to list on the Korea Exchange's KOSDAQ market on August 18 at 12,000 won per share, following institutional demand of 50.4-to-1 and retail subscription rate of 3.09-to-1. The antibody drug developer will issue 5 million new shares. Meanwhile,

According to Newsis, on August 14, as major artificial intelligence semiconductor stocks in South Korea's KOSPI underwent a pullback, capital rapidly shifted toward non-semiconductor sectors and KOSDAQ, triggering broad rotation trading anchored by undervalued mid-cap stocks with improving

According to CNBC, Nvidia disclosed that it held SpaceX shares worth approximately $21 billion as of the end of Q2 (August 14). The chipmaker owns 122.8 million Class A common shares of SpaceX, which went public in

According to MarketWatch, Bank of America identified 16 AI-related stocks that have declined 20% to 55% from their 52-week highs, presenting potential buying opportunities after recent market selloffs. The list includes Meta

According to Korea Exchange and Koscom, single-stock leveraged ETF trading volume rebounded to 844.7 billion Korean won on August 14, but selling outpaced buying. From August 3-14, retail investors net sold 488.1 billion won in SK Hynix and Samsung Electronics leveraged products combined. The

According to The Information on Aug 16, Nvidia is in negotiations to invest up to $3 billion in SB Energy, a SoftBank-backed company developing a large-scale data center in Ohio for OpenAI. The investment talks are part of broader negotiations between Nvidia, OpenAI, and SB Energy. Additionally, Nvi

Korean bio and beauty exchange-traded funds outperformed the broader market during the one-month period from July 13 to August 11, as investors rotated out of semiconductor stocks following sharp corrections in Samsung Electronics and SK Hynix. TIGER Bio TOP10 ETF recorded a 21.31% return over the m

According to Koscom ETF data, from July 13 to August 11, biotech and healthcare exchange-traded funds significantly outperformed as capital rotated away from semiconductor stocks. TIGER 바이오TOP10, focusing on domestic biotech and healthcare leaders including Alteogen, Celltrion, and Samsung

The U.S. dollar index (DXY) fell 0.3% on Friday (August 14) to 99.67, though it managed a weekly gain of about 0.1%. The decline was driven by softer economic data prompting markets to reassess Federal Reserve rate expectations. July's consumer price index (CPI) showed both headline and core

Thirty-nine companies listed on Korean stock exchanges have been designated as management stocks due to share prices falling below 1,000 won or failing to meet market capitalization requirements, according to financial industry sources on the 16th. The designations followed regulatory reforms that t

According to Korean financial industry reports, on August 16, 39 listed companies were designated as managed stocks due to stock prices below 1,000 won or insufficient market capitalization, up from 36 companies designated on August 12. Among the newly added firms were Inji Display and A&P on August

According to Reuters reporting Bank of America analysis, Broadcom (AVGO) fell 5.94% to close at $392.99 on Friday, August 14, as concerns over AI chip financing risks pressured the stock. Bank of America analysts estimate that financing platforms supporting Broadcom's AI chip customers could

U.S. stocks declined on August 14 after weaker-than-expected retail sales and consumer confidence data prompted profit-taking following multi-day index highs. The S&P 500 fell 0.17% to 7,785.76, yet posted a 0.4% weekly gain and a third consecutive week of gains. The Nasdaq fell 0.28%, and the Dow

According to SEC filings released on June 30, Mubadala Investment Company and Abu Dhabi Investment Council held a combined 22.94 million shares of BlackRock's iShares Bitcoin Trust (IBIT) worth approximately $764 million. Mubadala reported 14.72 million shares valued at $490.1 million, while ADIC he