Global TradFi & Macroeconomics

According to China International Capital Corporation (CICC), China's intermediate goods exports accelerated in January-August 2026, with upstream segment growth emerging as a new driver alongside artificial intelligence-related products. Rising energy prices, particularly crude oil, boosted exports

Heungkuk Securities on the 28th maintained its 'Buy' rating and 52,000 won target price for Dongwon Industries, projecting stock revaluation driven by stable marine & fisheries division performance and improved profitability in food and F&B segments. Analyst Park Jong-ryeol cited expected earnings i

According to Samsung Securities on Sept 28, the firm identifies the current period as the first phase of a stock-buying opportunity, recommending a focus on semiconductor materials, equipment, and parts manufacturers benefiting from expanding AI demand, rather than chasing large-cap tech

According to Heungkuk Securities, Dong Won Industries received a Buy rating with a target price of 52,000 KRW on September 28, as the brokerage expects improved profitability across its business segments. The firm projects the company's 2026 operating profit to reach 581.7 billion KRW,

Samsung Electronics and SK Hynix are projected to achieve record Q3 earnings this year, driven by semiconductor boom and memory supply shortage. Securities firms estimate the two companies' combined Q3 operating profit will reach 190 trillion won, according to WiseReport data as of May 28. Samsung E

SK Securities raised its target price for Seojin System to 70,000 won from 55,000 won on the 28th, citing expected profitability recovery in the second half for the semiconductor and energy storage system (ESS) equipment company. The stock closed at 32,150 won on the 23rd, up 2.06% from the

According to Jin10, India's government is considering requiring power generators to resume blended coal imports and domestic supplies for the first time since 2024 to relieve supply pressure. Supply constraints have pushed India's monthly spot power prices to their highest level since 2022.

Bitcoin traded at $84,489 as of 3pm the previous day, marking a 0.67% increase over 24 hours, according to global cryptocurrency platform CoinMarketCap on the 28th. The rebound follows a period when Bitcoin reached $87,000 on the 23rd, the highest level in eight months since late January, despite se

According to Yonhap News, Samsung Electronics and SK Hynix are expected to post record-breaking third-quarter results in 2026, with their combined operating profit projected to reach 190 trillion won. Samsung's Q3 operating profit is estimated at 111.38 trillion won, up 815.47% year-over-year,

According to market data and NXT, LG Electronics was named as an official partner in Nvidia's Partner Network (NPN) for power and cooling solutions on September 28, with shares rising 3.11% to 215,500 Korean won in morning trading. The company's cooling solutions, including chillers and coolant

According to SK Securities, the brokerage raised its target price for semiconductor and energy storage equipment maker Seojin Systems on September 28, citing expected profitability recovery in the second half of 2026. The target price was increased from 55,000 Korean won to 70,000 won,

Major US tech stocks diverged as AI expansion and company issues drove trading. NVIDIA and AMD posted gains supported by AI chip demand, with AMD entering the $1 trillion market capitalization club and Bank of America raising its price target from $620 to $720. Apple faced a $5.7 billion patent

Oracle stocks fell 1.75% last Friday on concerns that its massive AI data center project may face delays, while Bloom Energy stocks surged 8.27% after Morgan Stanley analysts assessed the impact as minimal. The divergent movements occurred as international oil prices declined, dragging energy stocks

Meta Platforms stock rose over 13% last week, approaching a $2 trillion market capitalization, driven by its AI service Muse reaching 3 million downloads in 15 days in the US and Wall Street analyst target price upgrades to as high as $920. The rally occurred as US 10-year Treasury yields hit

Hanwha Solutions and OCI Holdings are drawing investor attention as US solar module and polysilicon prices rise simultaneously, according to a report released on the 28th by Hana Securities. US import module median prices increased from $0.27 per watt before the August 7 policy announcement to $0.38

According to Hana Securities, US solar module and polysilicon prices have risen significantly in recent months as American trade restrictions narrow the competitiveness of low-cost Chinese products. US-manufactured mono PERC solar modules reached $0.313 per watt, up approximately 20% from the

Akamai Technologies secured a multi-year cloud infrastructure contract with AI company Anthropic last Friday. The base deal is valued at $11.6 billion over 7 years, with an additional $9 billion option that could bring the total contract value above $20 billion if cooperation expands. Akamai will al

South Korea recorded a net outflow of $340 million from emerging market-focused funds during May 17-23, according to a Yuanta Securities Research Center report released on May 28. The outflow marked the third consecutive

According to multiple Wall Street investment banks, Meta's AI service Muse reached 3 million downloads within 15 days of its U.S. launch this week, exceeding ChatGPT's initial pace by roughly double. JPMorgan raised its price target to $920, citing Muse's execution-oriented capabilities and

U.S. San Diego federal court jury ruled on Sept 27 that Apple infringed Taptic Technologies' patent on its Taptic Engine vibration module used in iPhones and Apple Watches, ordering the company to pay $5.7 billion in damages. The decision reversed an earlier ruling and marks a significant legal