Global TradFi & Macroeconomics

KB Securities raised its target price for Korean Air stocks to 42,000 won on the 23rd, marking a 5% increase from the previous target. The revision is based on sustained high airfare levels and improving operating profits at Asiana Airlines. Analyst Kang Seong-jin cited structural fare increases

According to Hana Securities analyst Yun Jae-sung on September 23, solar energy has been elevated to a U.S. national security strategic asset beyond decarbonization efforts, driven by AI and semiconductor power demands alongside defense and space industry growth. Solar is expected to account for 51%

According to NH Investment & Securities on September 23, the brokerage cut Neowiz's target price to 20,000 won from 26,000 won, citing a prolonged release hiatus for new game titles extending through H1 2027. Analyst Ahn Jae-min stated that recently launched title Kingdom 2 has dropped from Google

According to Korea Exchange, the newly opened After-Market recorded average daily trading volume of 1.1 trillion won during its first week of operation from September 14 to 18. The after-hours session, operating from 4 p.m. to 8 p.m., saw 54.85 million shares traded daily, representing 4.6% of

According to KB Securities on September 23, the firm raised its target price for Korean Air (003490) by 5% to 42,000 won. The upgrade was driven by sustained high passenger fares as foreign tourism to South Korea remains strong,

Capri Holdings (NYSE: CPRI) stock surged 6% on '22일 (미국 현지 시각)' after reports emerged of informal acquisition talks with potential investors. Fashion publication Women's Wear Daily reported that Capri recently engaged with an informal buyer group, with some conducting financial due diligence. The st

According to Yonhapinfomax, Hana Securities successfully raised $300 million by issuing subordinated notes on September 23, marking the first time a domestic South Korean brokerage has tapped the Korean paper market for capital securities. The offering carried a 6.5% coupon and received strong

According to Women's Wear Daily, on September 22, Capri Holdings contacted potential investor groups regarding a possible acquisition of the luxury brand company, which owns Michael Kors and Jimmy Choo. Shares jumped 6.15% to $15.19 intraday. A company spokesperson declined to comment on market

According to Citi's 2026 Global Family Office Report, inflation has become the primary concern for ultra-high-net-worth investors, displacing trade tensions and tariffs as the top risk. The survey of over 350 family offices across 40+ countries, conducted in June-July 2026, found that more

Meritz Securities raised its target price for Samsung Electro-Mechanics to 2.2 million won from 2.1 million won on the 23rd, maintaining a 'buy' rating, as the firm's AI-related benefits expand from AI accelerators to server CPUs. Analyst Yang Seung-soo projected Q3 revenue of 3.82 trillion won and

Hana Securities maintained a 'Buy' rating and 41,000 KRW target price for Korean Air on the 23rd, forecasting improved Q3 earnings driven by rising passenger and cargo fares that offset fuel cost pressures. Analyst Ahn Do-hyun estimated Korean Air's Q3-Q4 standalone revenue at 5.152 trillion KRW and

SK Securities projects Samsung C&T Corporation will deliver shareholder returns exceeding market expectations on 23rd, driven by core business performance improvements and Samsung Electronics' dividend expansion. Analyst Choi Kwan-soon maintained a 'Buy' rating and ₩550,000 target price, citing

Optonics received preliminary approval for its KOSDAQ listing on the 23rd, according to company announcements. The South Korean defense optical components manufacturer plans to proceed with its initial public offering (IPO) process with lead underwriter Korea Investment & Securities, targeting a lis

According to Meritz Securities on September 23, Samsung Electro-Mechanics' target price was raised from 2.1 million to 2.2 million Korean won, with a "Buy" rating maintained. The brokerage projects AI-related revenue benefits expanding beyond accelerators to server-class CPUs, benefiting both MLCC a

South Korea's Ministry of Trade, Industry and Energy reported on the 22nd that the Texas Encinal gas-fired power project has been confirmed as the first US investment project, while follow-up proposals include constructing 8 large nuclear reactors in the United States. KB Securities analyst Jeong

Korea Investment & Securities forecast on September 23 that LG Household & Health Care's Q3 operating profit will miss market consensus by 4.1%. Analyst Kim Myung-joo attributed the shortfall to weaker-than-expected cosmetics division performance, driven by profitability pressure from aggressive mar

According to Yonhapnews, South Korea's KOSPI index rose 153.89 points (2.20%) to 7,161.61 on September 22, supported by strong U.S. semiconductor stocks and easing Middle East tensions following U.S.-Iran talks. Overnight, the Nasdaq Composite gained 0.45%, while crude oil prices declined amid

According to Hana Securities, Korean Air expects third and fourth quarter operating profits of 498 billion won, up 32% year-over-year, as passenger and cargo rate increases offset fuel cost pressures. International passenger fares are forecast to rise 18% and cargo rates 39% compared to the same per

According to Optonics, the South Korean optical gyroscope component manufacturer received KOSDAQ pre-listing review approval on September 23. The company plans to launch its initial public offering by year-end with Korea Investment & Securities as the lead underwriter. Optonics is the only