Global TradFi & Macroeconomics

According to its announcement, FUTURE BRIGHT (00703) reported an unaudited loss of HK$1.7 million attributable to shareholders for the first half of 2026, compared with a profit of HK$8.6 million in the same period of 2025. The company posted a profit of HK$2.9 million in Q1 2026 but swung to a loss

According to Naquan Energy Technology Ltd. (01597) announcement, the company expects to post a net loss of approximately RMB 9.5 million for the six months ended June 30, 2026, down 59% from RMB 23.5 million in the same period of 2025. The improvement was driven by streamlined personnel structure an

According to the company, Applied Materials reported Q4 revenue guidance of $102.5 billion on August 14, exceeding market expectations of $95.4 billion, with gross margin maintained at 50.4%. However, the stock fell 5% in premarket trading as investors expressed concerns about the company's growth r

Index provider MSCI opened a consultation that could remove Strategy and Metaplanet from its Global Investable Market Indexes under a proposed methodology for identifying non-operating companies. A simulation using May 2026 data showed Strategy, Metaplanet, and uranium investment company Yellow

According to MSCI's latest consultation, index provider MSCI has opened a proposal that could remove Strategy and Metaplanet from its Global Investable Market Indexes under a new methodology for identifying non-operating companies. A simulation using May 2026 data showed both companies would be

According to BlockBeats, Bank of America's chief investment strategist Michael Hartnett's team released a report on August 14 analyzing how the 2026 midterm elections could reshape the U.S. stock market's AI sector. Republicans holding the Senate could signal extended AI capital spending and data

According to BlockBeats, analyst qinbafrank noted on August 14 that the revenue gap between optical interconnect leaders Coherent (COHR) and Lumentum (LITE) is rapidly narrowing. COHR's revenue was 2.36x LITE's in fiscal 2026, contracted to 2.03x in Q4 2026, and is expected to narrow further to 1.84

According to Odaily, a whale placed approximately $203 million in short limit orders on tokenized SpaceX stock SPCX, targeting a price range of $141.93 to $142.90. The move came amid heightened trading activity in early August, with SPCX recording $332 million in single-day volume on August 4.

According to SK Hynix's H1 2026 semi-annual report filed on August 14, the company generated an estimated 17.6 trillion won in semiconductor sales to Nvidia during the first half of 2026, representing 13.4% of total company revenue and a 61.7% increase from 10.9 trillion won in the same period

According to MoneyDJ, on Friday August 14, Hong Kong's Hang Seng Index fell 1.1% to 25,116.85 points, recording a second consecutive weekly decline with a weekly drop of 2.15%. The Hang Seng Tech Index declined 1.77% to 4,707.62 points. Technology stocks and blue-chip shares led losses, with

Gold exchange-traded funds rebounded over the recent month after months of decline driven by a strong dollar and rising interest rates. The recovery followed easing concerns over US Federal Reserve tightening as Trump withdrew plans for large-scale attacks on Iran and US-Iran negotiations advanced o

According to Jin10, South Africa's Constitutional Court on Friday ruled that Shell cannot renew its offshore exploration rights in the country's Indian Ocean waters. The decision concluded a five-year legal dispute between the oil giant and environmental activists who opposed the company's planned s

According to Seoul Economics, gold prices have rallied over the past month following eased rate-hike concerns and robust central bank purchases. Gold ETF returns rose 1.5% to 2.84% in recent weeks after declining double-digit percentages in the prior three months due to dollar strength and rising

US investment firm KKR submitted a proposal on July 10 to acquire a stake in First Gen Corp., a Filipino power generation company, according to a disclosure filed by parent company First Philippine Holdings Corp. (FPH) on August 13. The proposal includes a mandatory tender offer clause requiring a c

According to FinanceFeeds, Robinhood Ventures Fund II (RVII) opened on the New York Stock Exchange on August 13 at $22.50, below its $25 IPO price, marking a 10% decline from the offering price on its first trading day. The closed-end fund raised $200 million and holds stakes in approximately 80

According to First Philippine Holdings' (FPH) disclosure to the Philippine Stock Exchange on August 13, U.S. investment firm KKR proposed a three-step plan to acquire control of First Gen Corp. on July 10. KKR would buy 8.43% directly from FPH, make a tender offer for 11.67% of public shares, and se

According to an announcement by Luoji Culture (00550), the company expects to record net profit of approximately HK$300 million to HK$500 million for the six months ended June 30, 2026, compared with a net loss of approximately HK$10.8 million in the same period last year. The turnaround was

According to a regulatory announcement, China Telecom Group Limited (01720) forecast attributable profit of 400-450 million RMB for the six months ended June 30, 2026, representing a 410-480% increase from 78 million RMB in the same period of 2025. The company attributed the significant growth to in

According to the company announcement, MINISO Group (09896) forecasted that for the first half of 2026 ended June 30, net profit will reach 940 million to 960 million RMB, up 4-6% year-over-year. The company also expects revenue of 11.45 billion to 11.55 billion RMB, up 22-23% year-over-year, and

According to a filing from China's Securities Regulatory Commission on August 14, Hunan Junxin Environmental Protection Co., Ltd. (301109.SZ) received approval for its offshore listing. The company plans to issue no more than 221,434,400 shares and list on the Hong Kong Stock