Global TradFi & Macroeconomics

According to Yonhapinfomax, USD/KRW 1-month NDF rose to 1,385.10 won (mid-price) on August 27, reflecting strength in the U.S. dollar driven by inflation pressures. The rate increased by 0.55 won compared to the Seoul foreign exchange spot rate of 1,384.80 won on the previous day, after adjusting fo

According to Yonhap Infomax, South Korea's Korea Exchange (KRX) is set to launch its AfterMarket (evening trading session) on September 14, with major securities firms including Hana Securities publishing updated best execution standards that formally include ETFs and ETNs as eligible

According to Citigroup analyst Tyler Radke, on August 26, Oracle (NYSE:ORCL) has fallen approximately 25% over the past three months due to technical selling and margin concerns, while Big Tech peers gained an average of 10% over the same period. Radke said the sharp undervaluation, combined with im

Japan recorded net outflows of 1.9784 trillion yen in foreign bond purchases for the week ending August 21. The previous week's figure was revised upward to 1.1373 trillion yen from the initially reported 1.1351 trillion yen.

According to Morgan Stanley analyst Adam Jonas on August 26, SpaceX is rated Overweight with a $300 price target, while the current stock price sits around $136. Jonas positively assessed SpaceX's plan to develop a space launch facility in Louisiana with 15 launch pads, noting the company only

According to Yonhap Infomax, South Korea's Korea Exchange (KRX) has postponed the introduction of exchange-traded fund (ETF) trading during extended market hours originally scheduled for September 14. Asset managers and liquidity providers cited difficulties in calculating real-time estimated net as

Foreign investors turned net sellers of Japanese stocks in the week of August 21, with net outflows of 764.1 billion yen. The previous week's figure was revised to 622.4 billion yen from the initially reported 621.2 billion yen.

LS Securities raised Samsung Life Insurance stocks' target price to 420,000 won from 380,000 won on the 27th, maintaining a 'BUY' rating. The previous trading day's closing price for Samsung Life Insurance was 309,500 won. The upgrade follows Samsung Electronics' announcement of a massive 90

According to LS Securities, the brokerage raised Samsung Life Insurance's target stock price from 380,000 won to 420,000 won on August 27, maintaining a "buy" rating. Analyst Jeon Bae-seung cited Samsung Electronics' large-scale shareholder return plan of 90 to 110 trillion won, which is expected to

According to Guru Club, spot gold broke through $4,620 per ounce on August 27, up 0.56% intraday.

According to BIT data, U.S. stock indexes closed lower on Wednesday, Aug 27. The S&P 500 fell 0.02%, the Nasdaq dropped 0.08%, and the Dow slipped 0.2%. Lumentum (LITE) gained 6.04%, leading optical communications stocks, while Neocloud-related shares declined, with IREN falling 6.23%. Storage and s

According to ValueFinder, South Korean semiconductor component manufacturer Dreamtech completed memory module qualification tests with 2 of 6 targeted global technology companies as of August 26, with mass production set to begin in Q4 2026. The company's India production facility expansion is

According to Yonhapinfomax, South Korea's 3-year government bond futures closed 3 ticks lower at 103.29 on overnight trading on August 26, while 10-year futures rose 19 ticks to 106.13. Trading volume in 3-year contracts dropped significantly to 54 from 176 in the prior session, while 10-year volume

TLB, a South Korean memory substrate manufacturer, received a new Buy rating and 53,000 won target price from IBK Investment Securities analyst Jo Eun-ae on the 26th. The analyst cited accelerating revenue from SOCAMM2 memory modules designed for NVIDIA's next-generation Vera CPU, which has been

According to Jin10, overnight on August 26-27, COMEX gold futures fell 0.99% to $4,647.80 per ounce, while WTI crude oil declined 0.55% to $81.91 per barrel. COMEX silver also retreated 0.87% to $68.08 per ounce. Easing geopolitical tensions and concerns over Iran-Oman negotiations on the Hormuz

According to Jin10, on August 26-27, approximately 70 vessels were queued near the Sulin Canal awaiting entry to Ukrainian ports to load grain exports. Russian military operations have effectively blockaded Ukraine's Black Sea ports, forcing cargo ships to divert to the Danube River ports, which

According to IBK Investment and Securities analyst Cho Eun-ae on August 25, TLB will benefit significantly from supplies of SOCAMM2 memory modules for Nvidia's Vera CPU. The firm received a buy rating with a target price of 53,000 Korean won. IBK projects TLB's 2026 operating profit at 575

South Korea's Financial Supervisory Service (FSS) began an on-site consulting inspection of Toss Securities on the 25th, with the review scheduled to conclude on the 28th. The inspection aims to identify the root causes of frequent system outages at the online brokerage and establish recurrence

According to Nvidia's Q3 earnings report, the semiconductor giant's revenue reached $96.2 billion, more than doubling year-over-year and surpassing analyst expectations. The company also guided 70% annual revenue growth for fiscal 2027, driving the stock to surge in after-hours

According to Yonhap Infomax and the National Assembly Finance Committee, South Korea's Financial Supervisory Service (FSS) is completing consultation audits on IT system risks at four major financial institutions through August 28, including Toss Securities. The two-month review cycle covers one com