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Today · 2026-08-25 · Tue

THE U.S. STOCK GROUP ROSE BY ALMOST 13 PERCENT ON THE FIRST DAY OF SK HERCULES ADR

On 11 July, the U.S. stock rose by 0.29 per cent on the street, 0.29 per cent on the net, 0.42 per cent on the Standard 500 index, almost 6 per cent on the large, nearly 6 per cent on the Meta, 4 per cent on the Ingweda, 4 per cent on the PaceX and 1 per cent on the American light. The department stores, shoes and semi-conductor plates went up, the hearing chain group went up by 15 per cent, Nike by 3 per cent and AMD by 2 per cent. The decline in air services and biotechnology was the highest, with Modna falling by nearly 11 per cent, the largest single-day decline since May 2025, a 3 per cent drop in loyal tourism, a 2 per cent drop in Jell-Blue and United Continental Airlines and a 2 per cent drop in Virgin Galaxy. KK Hercules ADR rose by nearly 13 per cent on the first day of the United States stock market, at a market value of $123 trillion。

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International market service providers: traffic in the Strait of Hormuz continues to decline

On 11 July, the International Market Service, Koppler, released data showing that on 9 July, the number of ships passing through the Straits of Hormuz had dropped from 30 to 22, a decline in traffic in the Strait for two consecutive days. According to Koppler, this data includes commercial and non-commercial vessels, with a slightly higher traffic rate than non-commercial vessels. “The renewed escalation of the United States-Iran military confrontation has weakened the market's confidence that diplomatic efforts will bring stability in the near future.” Following the conclusion of the memorandum of understanding between the United States and Iraq, the Strait of Hormuz has two main passage routes, the northern channel controlled by Iran and the southern channel close to the Omani side, where United States forces provide navigation assistance. According to Koppler data, in the light of the impact of recent attacks on ships in the waters around Oman, shipping operators continue to prefer the Iranian side of the route, with only one ship passing on the Oman side on 9 days。

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The Prime Minister of Pakistan called for the implementation of the Me-Iraq Memorandum of Understanding to maintain regional peace

On the evening of 11 July, at the local time of the Prime Minister ' s Office, the Prime Minister of Pakistan, Shabaz Sharif, spoke to the President of Iran, Pizehiziyan, and the Emir of Qatar, Sheikh Tamim bin Hamad Al-Thani, by telephone on the same day, about the situation in the region, among others. In a conversation with Iranian President Pezehziang, Sabah stressed the need to restore regional peace and stability as soon as possible. He called on all concerned to exercise maximum restraint and to refrain from any action that might undermine the achievements of peace. Shebaz also stressed the need for the parties to effectively implement the memorandum of understanding between Iraq and Iraq. (In Russian)

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Despite high valuations, Weidar is still Morgan Stanley's preferred semiconductor. Unit

On 11 July, Morgan Stanley ' s analyst, in a report released after an investor meeting with company executives, wrote that, despite high market value and poor performance in the industry, British Wida remained Morgan Stanley ' s preferred semiconductor unit. They wrote that while artificially intelligent super-large cloud service providers, which currently account for about half of the data centre's revenues, are looking for customized chip substitutions, Yvda “will retain a significant portion of its business” and that both categories should grow. They added that the demand for Neocloud, industrial and sovereign data centres also remained strong and that the Vera Rubin chip should be shipped on schedule. “Our faith remains strong,” Morgan Stanley's analyst wrote. “It is true that the valuation multiplier may be limited by the large market value and index weights, but in our view the value difference will recover over time.”

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CNN: SATELLITE IMAGERY SHOWING IRAN OR REBUILDING NUCLEAR FACILITIES, SUSPECTED OF VIOLATING THE US-IRAQ AGREEMENT

ON 11 JULY, ACCORDING TO CNN, SATELLITE IMAGERY INDICATES THAT IRAN MAY BE REBUILDING SOME OF ITS SUSPECTED NUCLEAR AND MISSILE-RELATED FACILITIES. THE IMAGES SHOW NEW SIGNS OF ACTIVITY AT VARIOUS LOCATIONS IN IRAN BETWEEN THE END OF JUNE AND THE BEGINNING OF JULY, WITH SOME OF THE MOVEMENTS OF NUCLEAR FACILITIES CAUSING OUTSIDE CONCERN. CNN ANALYSED THE TARGAN2 FACILITY AT THE PARCHIN MILITARY BASE AS SHOWING SIGNS OF REHABILITATION AND RECONSTRUCTION. THE FACILITY WAS CONSIDERED BY SOME EXPERTS TO BE RELATED TO THE STORAGE OF NUCLEAR-WEAPON EXPLOSIVE MATERIALS, AND SATELLITE IMAGERY SHOWED THAT REPAIRS WERE UNDER WAY TO VARIOUS CRATERS CAUSED BY PREVIOUS AIR STRIKES. IN ADDITION, SATELLITE IMAGERY OF THE SUSPECTED UNDERGROUND NUCLEAR FACILITY, SAKAYAMA, SHOWED THAT VEHICLES WERE STILL ENTERING AND LEAVING UNDERGROUND TUNNELS DURING THE ENTRY INTO FORCE OF THE MEMORANDUM OF UNDERSTANDING SIGNED BY MEI ON 17 JUNE. THIS MOVEMENT RAISES QUESTIONS AS TO WHETHER IRAN HAS VIOLATED THE MEMORANDUM OF UNDERSTANDING IT SIGNED WITH THE UNITED STATES AT THE END OF JUNE. EVEN BEFORE TRUMP DECIDED TO END THE MEMORANDUM OF UNDERSTANDING AND LAUNCH A NEW ROUND OF ATTACKS AGAINST IRAN。

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The Speaker of the Iranian Parliament said that he would not surrender and that if the United States were to “underbelief” it would be fully defensive

On 11 July, the Speaker of the Iranian Parliament, Kalibaf, stated that Iran had never sought war but would never yield to external pressure. According to Kalibaf, prior to the recent outbreak of conflict, the United States, Israel and NATO believed that Iran could be forced to surrender within days, but ultimately failed to achieve its goal. He stated that the United States had sought a ceasefire because of economic, political and public pressure. He emphasized that Iran did not trust the United States and that it was only when it was ready for war that it was eligible to negotiate with the United States. If the United States “renounces the memorandum of understanding between the two sides”, Iran will be ready for “full defence” and will firmly defend its national interests. Kalibaf said that the international community wanted an end to the war, but anyone should know that the conflict would not end with Iran ' s surrender。

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Analyst: Rumours about the closure of critical food corridors in Russia are the primary focus of traders

On 11 July, in the context of the widely perceived neutral impact on the market of the World Report on Supply and Demand for Agricultural Products, traders' attention turned to the latest developments in the war between Russia and Ukraine. Rumours about Russia's closure of key food corridors are the primary focus of traders. In a report, StoneX analyst Arlan Suderman states: “The main situation remains that, as a result of the closure of the Strait of Kerch, there were some risk premiums in the wheat market before the end of the weekend”. Following the escalation of Ukraine ' s attack on Russian energy facilities, there was a possible closure of key export infrastructure. The Russian response to the risk of disrupting the supply of wheat in Ukraine is also a concern for traders. The wheat futures rose by 3.4 per cent。

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KK HERCULES CEO: THE MEMORY CHIP SHORTAGE MAY CONTINUE BEYOND 2030

ON 11 JULY, THE CHIEF EXECUTIVE OFFICER OF SK HERCULES, GUOLU, INDICATED THAT THE SHORTAGE OF MEMORY CHIPS CURRENTLY PLAGUING THE COMPUTER, CAR AND EQUIPMENT MARKETS WAS LIKELY TO CONTINUE BEYOND 2030. GUERO IS SAYING THAT CLIENTS ARE SIGNING LONG-TERM CONTRACTS BECAUSE THEY “THINK THAT THE SHORTFALL WILL LAST LONGER”. THE COMPANY AND ITS ASSOCIATES — SAMSUNG ELECTRONICS AND LIGHT TECHNOLOGY — HAVE BECOME THE MAIN BENEFICIARIES OF ARTIFICIAL INTELLIGENCE. LARGE-SCALE EXPENDITURES BY DATA CENTRE OPERATORS HAVE CONTRIBUTED TO THE DEMAND FOR TRADITIONAL MEMORY AND A NEW TYPE OF HIGH BANDWIDTH MEMORY. THIS ACQUISITION MADE IT MORE DIFFICULT TO MEET THE WIDESPREAD DEMAND FOR THE STORAGE OF CHIPS, RESULTING IN SHORTAGES IN AREAS SUCH AS COMPUTERS, MOBILE PHONES AND CARS. ACCORDING TO GOLU, THE ANALYSIS OF SK HERCULES INDICATES THAT THIS SHORTFALL MAY CONTINUE INTO THE NEXT DECADE. CLIENT SIGNALS ALSO INDICATE THAT IT IS EXPECTED THAT SUFFICIENT MEMORY CHIPS WILL NOT BE AVAILABLE FOR SOME TIME TO COME。

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PRESIDENT NASDAQ: THE SK HERCULES FIRE HAS PAVED THE WAY FOR MORE OVERSEAS LISTINGS

ON 11 JULY, NELSON GRIGGS, PRESIDENT OF NASDAQ, STATED THAT THE SK HERCULES FIRE HAD PROMPTED OTHER INTERNATIONAL ENTERPRISES TO CONSIDER A FIRST PUBLIC EQUITY IN THE UNITED STATES OR THE SALE OF UNITED STATES DEPOSITORY CERTIFICATES. GRIGGS NOTED THAT FOREIGN ISSUERS INTERESTED IN ENTERING THE UNITED STATES MARKET COULD BE DIVIDED INTO TWO CATEGORIES: ENTERPRISES THAT HAD NOT YET BEEN LISTED AT AN EARLY STAGE IN ANY MARKET, AND MATURE ENTERPRISES THAT ALREADY HAD LOCAL LISTINGS AND WERE CONSIDERING THE ISSUANCE OF ADDITIONAL UNITED STATES DEPOSITORY CERTIFICATES (ADRS)。

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IN JUNE, THE U.S.C.I. MAY HAVE FALLEN BECAUSE OF THE PRICE OF GASOLINE

IN A REPORT DATED 11 JULY, THE US-SMALL SECURITIES ANALYST INDICATED THAT THE OVERALL CPI IN THE UNITED STATES COULD DECLINE BY 0.09 PER CENT IN JUNE, PARTLY DUE TO A SIGNIFICANT DECLINE IN GASOLINE PRICES. THEY ADDED, HOWEVER, THAT THE CORE INFLATION RATE SHOULD REMAIN AT 0.28 PER CENT OR 2.9 PER CENT ABOVE THE RING, PARTLY BECAUSE THE DEMAND ASSOCIATED WITH THE WORLD CUP WAS PUSHING UP SERVICE INFLATION. “BASED ON THIS PROJECTION, WE EXPECT THAT THE CORE PCE WILL AGAIN BE SLIGHTLY STRONGER THAN THE CPI.”

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