Global TradFi & Macroeconomics

KB Asset Management's RISE Global AI NAND Memory Semiconductor ETF gained 13.67% in one month as of the previous day. Listed on the 1st, the ETF is South Korea's first focused on the global NAND memory value chain, benefiting from AI-driven demand for enterprise SSDs and NAND memory as data

Hanwha Investment & Securities downgraded POSCO Holdings' target price from 550,000 won to 500,000 won on the 29th while maintaining a 'Buy' investment rating, citing anticipated earnings underperformance. The brokerage forecasts POSCO Holdings' Q3 consolidated operating profit at 748.3 billion won,

According to BNK Investment & Securities on September 29, the brokerage raised its target price for Shinhan Financial Group to 140,000 Korean won from 130,000 won, maintaining a buy rating. The upgrade reflects expectations of record net profit of 5.7 trillion won this

According to KB Investment, the RISE Global AI NAND Memory Semiconductor ETF posted a one-month return of 13.67% since its launch on September 1. The fund tracks 10 major NAND memory and AI-related stocks listed on exchanges in South Korea, the U.S., and Japan, with top holdings including Samsung

According to KOSCOM ETF Check, the ACE KPOP Focus ETF had declined 44.03% year-to-date as of August 23, 2026. The fund holds over 20% each in South Korea's four major entertainment companies: HYBE, SM Entertainment, JYP Entertainment, and YG Entertainment. A separate fund tracking K-pop and media st

DS Investment & Securities lowered its target price for SK Hynix stocks from 3.1 million won to 2.64 million won, reflecting a decline in the won/dollar exchange rate that prompted downward revisions to the company's Q3 earnings estimates. The brokerage reduced its Q3 operating profit estimate to 7.

According to @tokenterminal, $252 million in tokenized stocks has been deposited into decentralized finance platforms, with Solana leading at $92.1 million. Robinhood Chain follows with $75.4 million, while Ethereum and BNB Chain each account for $34.7 million in

Shinsegae, Hyundai Department Store, and Lotte Shopping stocks plunged in H2, with Shinsegae falling 54.57%, Hyundai Department Store dropping 52.92%, and Lotte Shopping declining 39.54% as of the previous trading day. The declines stem from slowing sales growth in luxury goods and home

According to DS Investment Securities analyst Lee Su-rim, the firm cut SK Hynix's third-quarter earnings forecast and lowered its target price to 2.64 million won from 3.1 million won, citing won depreciation against the dollar. The analyst revised the Q3 operating profit forecast to 70.1 trillion w

iM Securities raised its target price for Korean fashion company Hanssem from 250,000 won to 280,000 won on the 29th while maintaining a buy rating. Analysts Jang Ho and Lee Sang-heon attributed the upgrade to strong fall-winter clothing sales with high profit margins and stable growth in new

According to CNBC and Investing.com, Roblox stock fell 9% on Sept 28 (US time), closing at $41.86, down $4.58 from the previous day, after investment bank Jefferies downgraded its rating from Hold to Underperform. Analyst James Heaney noted that the stock's 30% rally following the company's

According to IM Securities on September 29, the brokerage raised its target price for fashion retailer Hansam to 280,000 Korean won from 250,000 won, maintaining a buy rating. Analysts project Hansam's Q3 revenue to increase 7.3% year-over-year, with operating profit surging 271%, driven by strong f

According to Korea Exchange on September 29, Shinsegae plunged 54.57% in the second half of 2026, with Hyundai Department Store and Lotte Shopping down 52.92% and 39.54% respectively. Luxury goods sales growth has moderated to 15.6% year-over-year in August from prior 30%+ rates, while home

According to Korean Investment Trust Management on September 29, the ACE U.S. Nasdaq-100 ETF achieved cumulative individual net purchases of 509.7 billion won since the start of 2026. The fund posted 1-year and 3-year returns of 19.56% and 108.17% respectively, with net assets of 3.61 trillion won a

Trump announced a $15 billion investment in steel manufacturing facilities with an annual production capacity of 10 million tons, aiming to boost domestic manufacturing. The initiative is part of efforts to promote the reshoring of U.S. industrial production.

The USD-KRW exchange rate stood at 1,359.90 won as of 6am on the 29th, down 5.20 won from the previous Seoul market close of 1,365.10 won, as markets monitored potential US-Iran dialogue developments. The rate fluctuated around the 1,360 won level throughout the previous trading day, initially

DS Investment & Securities maintained a Buy rating and a target price of 1.3 million won for LG Innotek (stock code 011070) on September 29, emphasizing the rerating potential of the company's package solutions business led by flip-chip ball grid array (FC-BGA) despite short-term Q3 earnings

On September 29 morning, the dollar-won exchange rate traded at 1,359.90 won, down 5.20 won from the previous Seoul market close of 1,365.10 won, according to market data. The currency hovered around the 1,360-won level amid uncertainty surrounding U.S.-Iran negotiations. U.S. President Donald

According to DS Investment Securities on Sept 29, the firm maintained a buy rating and 1.3 million won target price for LG Innotek (011070), citing potential revaluation of the package solutions division rather than near-term currency headwinds. Q3 revenue is estimated at 5.6 trillion won,

According to NH Investment & Securities, the firm cut its stock price target for Korea Electric Power KPS (KPS) to 52,000 won from 55,500 won on September 29, citing limited growth prospects in the U.S. large reactor market and domestic business expansion. The investment rating was maintained at