Global TradFi & Macroeconomics

InkTech and Comtus released second-quarter 2026 earnings on August 12. According to Telegram and WiseReport, InkTech reported revenue of 23.3 billion Korean won, up 26.6% year-over-year, with operating profit of 2.4 billion won versus near-zero a year ago. Operating profit margin improved to 10.3% f

SK D&D pledged not to pursue delisting for at least one year after the Financial Supervisory Service required corrections to the company's securities registration filing on the 5th. The FSS cited unclear disclosure that could mislead investors regarding SK D&D's planned rights

According to reports on August 5, South Korea's Financial Supervisory Service requested corrections to SK D&D's capital increase filing, citing unclear disclosure of critical matters that could mislead investors. Following this intervention, SK D&D disclosed in an amended filing that it will not

According to Forbes, since DJT stock rebounded from its 52-week low of $6.96, U.S. President Donald Trump’s net worth has risen by more than $600 million in less than a month. Forbes estimates that Trump’s total wealth has reached approximately $6.5 billion. The main catalyst behind this recovery was the launch of Truth API, which charges a monthly fee of $60k to $100k and provides millisecond-level access to Trump’s market-sensitive posts. DJT Stock Holdings Structure: Trump Holds 144 Million S

Bitcoin and Gold showed divergent performance after both peaked in 2025, following joint liquidity-driven rallies from 2023. Bitcoin experienced a -53% maximum drawdown and -50% bear market decline, while Gold corrected -25% before rallying. When priced in Gold, Bitcoin declined -70% earlier this

According to ChainCatcher, TSMC approved a capital budget of approximately $29.4 billion on August 11 to expand advanced process and packaging capacity for artificial intelligence and high-performance computing demand. Combined with the $31.3 billion approved in May, the company's total 2026 capital

According to Shanghai Steel Union, battery-grade lithium carbonate (MMLC) midday prices rose to 147,850 yuan per ton today, up 2,850 yuan from August 11 at 4:30 PM.

As of August 12, 2026, gold bar prices at major Chinese banks and brands showed mixed movements. China Minsheng Bank led gains with a 0.28% increase of 8.62 yuan per gram, while Lao Miao Gold recorded the largest decline of 7 yuan per gram. Other gainers included Bank of Communications and China

Three major Korean securities firms issued stock analyses on the morning of August 12, adjusting target prices for Hankook Tire & Technology, Korea Aerospace Industries, and CJ Logistics based on operational developments and market conditions. DS Securities raised Hankook Tire's target to 92,000

Morgan Stanley replaced Samsung Electronics with Samsung Electro-Mechanics as its top pick for Korean technology stocks and raised its target price for Samsung Electro-Mechanics to 2.62 million won. The investment bank made the change after Samsung Electro-Mechanics shares fell to the 1.2 million wo

SpaceX has experienced a sharp decline in net purchases by Korean retail investors since its June 12 listing. According to Korea Securities Depository data, net purchases by Korean individual investors dropped from $1.893 billion in June to $203.76 million in July, with August 1-11 recording

According to Financial News, on August 12, DS Investment Securities raised its price target for Korean Tire and Technology to 92,000 Korean won (10.8% increase from 83,000 won), citing improving margins from price increases and Tennessee plant expansion effects. The firm expects the Tennessee

According to Morgan Stanley on August 12, the investment bank upgraded Samsung Electro-Mechanics to top pick within its technology sector coverage, replacing Samsung Electronics, and raised its base case target price from 2.56 million Korean won to 2.62 million won. The stock currently trades

Japanese stocks opened mixed on August 12 as investors awaited the US July Consumer Price Index (CPI) announcement scheduled for 9:30 PM Korean time. The Nikkei 225 index traded at 66,910.91, down 59.31 points (0.09%) from the previous session, while the TOPIX index rose 13.13 points (0.32%) to 4,11

Hanwha General Insurance reported second-quarter net profit of 116.4 billion won, a 45.6% year-over-year increase, driven by improved long-term insurance claim variance and increased Contract Service Margin (CSM) amortization gains. The result exceeded market consensus estimates of 101.8 billion won

According to Bloomberg, Singapore Exchange (SGX) CEO Loh Boon Chye recently stated that SGX is considering expanding its ETF offerings to include single-stock ETFs and leveraged ETF products if market demand exists. The exchange currently lists 53 ETFs with over $16.4 billion in assets under

According to Yonhap Infomax, on August 12, South Korea's monetary base saw a net outflow of 500 billion won, with inflows of 11.3 trillion won (including fiscal disbursements from the education ministry and tax refunds) offset by outflows of 11.8 trillion won in tax collections and fund

According to Yonhap Infomax, Japan's Nikkei 225 index opened mixed on August 12 ahead of the U.S. July consumer price index (CPI) release scheduled for later today. As of 9:09 a.m. local time, the Nikkei 225 fell 0.09% to 66,910.91, while the TOPIX index rose 0.32% to 4,113.74. The CPI data is

According to Yonhapinfomax, the USD-KRW exchange rate fell 2.00 won to 1,413.90 won on August 12 at 9:17 AM KST. The decline was supported by risk-on sentiment following expectations of a U.S.-Iran agreement, as mediators Pakistan and Qatar signaled progress in

According to BlockBeats, FundaAI on August 12 refuted TrendForce's prediction of memory oversupply, arguing that recent price growth slowdown is a normal structural correction rather than a warning sign. FundaAI attributes the slowdown to two factors: consumer electronics' limited price tolerance