Global Equities Roundup: Market Talk
Dow Jones2026/08/07 04:12The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.
0412 GMT - LIG Defense & Aerospace could export more of its M-SAM II medium-range surface-to-air missile defense systems to the Middle East, where client countries are running low on anti-ballistic missiles, Nomura's Eon Hwang says. Given the depletion of ABMs following the recent military conflict in the region, the UAE, Saudi Arabia, Qatar and Kuwait could place more purchase orders for M-SAM II, the analyst writes in a note. The South Korean defense company's new overseas M-SAM II contract wins could be worth 13 trillion won over the next three years--including 4 trillion won in 2026, 5 trillion won in 2027 and 4 trillion won in 2028, he adds. (kwanwoo.jun@wsj.com)
(END) Dow Jones Newswires
August 07, 2026 00:12 ET (04:12 GMT)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Bridgewater: Most AI infrastructure trades are already priced in, only holding a "very small position"
Bridgewater CIO Greg Jensen warns that assets related to AI infrastructure have already been significantly priced in by the market, and the excess return opportunities of two years ago are fading. The fund has reduced its positions to a "very minimal" level. According to system modeling through 2028, the upside potential for assets such as chips and data centers is now very limited and faces risks of financing and construction delays. Bridgewater's strategic focus has shifted to AI disruption and application sectors.
Swiss Franc gains ground as easing US Yields pressures Greenback
Korean media: Delivery times for key semiconductor equipment components have more than doubled
According to reports, there is a severe shortage of core components for semiconductor equipment in South Korea. Delivery cycles have generally doubled, and waiting times for some Japanese-made parts are as long as 40 months, with components unavailable even at a premium price. Japanese suppliers are cautious about expanding production capacity, resulting in serious delays that have impacted downstream businesses. Major construction projects like Samsung’s Pyeongtaek and SK Hynix’s Yongin face the risk of postponement, with AI chip expansion plans running into a “hard wall” in the supply chain.
Crypto prices
More
