Latest news

Same chips, so why did foreigners buy SK hynix instead of Samsung Electronics?

On the first trading day after the Fed raised rates, foreigners sold more than KRW 2 trillion of KOSPI stocks. The 'switch to net buying' two days later was a single day's worth driven by one stock, SK hynix,...

Samsung Electronics' KRW 110 trillion shareholder return: why do shareholders say they were misled?

Samsung Electronics unveiled a shareholder return plan worth KRW 90 trillion to 110 trillion, the largest ever by a Korean company. Yet among shareholders, disappointment broke out before any welcome...

Shareholder returns: KRW 40 trillion for SK hynix, KRW 100 trillion for Samsung Electronics?

Samsung Electronics, sitting on KRW 167 trillion in net cash, is preparing a new shareholder return policy that includes a special dividend and additional share buybacks and cancellations. The amount and method have not been finalized, but...

An obsession with portfolios & rebalancing (feat. pension funds and foreigners)

Warren Buffett's investing principles are simple: “Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1.” Of course, Buffett has also had paper losses along the way...

KOSPI at 7,400: how cheap is the Korean market right now?

The KOSPI has slipped to the 7,400 level. Samsung Electronics posted record earnings, yet the market sold. It looks strange, but it happens quite often in the stock market. Not because there is no good news...

This robot is mine now.

1. $325 million, the price of full ownership: Hyundai Motor Group bought the remaining 9.65% stake in Boston Dynamics held by SoftBank Group for $325 million, gaining full...

Korea's No. 1 stock by market cap has changed, from Samsung Electronics to SK hynix

A symbolic moment in the Korean stock market: SK hynix overtook Samsung Electronics in market capitalization during trading. According to Reuters, on June 22 SK hynix shares rose 5.7%, lifting its market cap to KRW 2,082.5 trillion...

Only just beginning? The AI supercycle starts now!

AI stocks have already climbed a lot. From Nvidia, Broadcom, TSMC and SK hynix to Microsoft, Google and Meta, the market has spent the past few years rapidly pricing in AI expectations...

Brokerages' price targets for Samsung Electronics and SK hynix

Samsung Electronics and SK hynix have already risen a lot. Yet going by the numbers in brokerage reports, the market still leans more toward "there is more to come" than "it's over"....

(Korean market) Foreign investors: am I shaking?

(As of June 2) The KOSPI broke above 8,900 intraday for the first time ever. But something is odd. Foreigners sold more than KRW 5 trillion in the morning alone. For the month of May...

Samsung Electronics' opening price is set overseas overnight

It is before 9 a.m., when the Korea Exchange's regular session opens. Many people wonder whether Samsung Electronics shares will rise or fall but assume there is no way to check. But overseas DeFi...

How Samsung's bonus domino could shake Korea's economy and housing market

News that Samsung Electronics' management and union reached a tentative deal on a bonus of about 12% just before a general strike looks like ordinary labor news. But the essence of this event is not a pay raise...

Foreigners dumping Samsung and SK hynix? “Actually, they’re on a ‘weight diet’”… the fundamentals are intact

Retail investors are growing anxious over heavy selling by foreigners and institutions centered on Samsung Electronics and SK hynix. But this selling is not due to worsening earnings...

Dunamu reaffirms “IPO right after merger” as Naver Financial deal slips three months… Dunamu is the likely name to list

1. Dunamu's results over the last three years compared. Combining the Financial Supervisory Service's electronic disclosure system with press reports dated March 31, 2026, Dunamu's figures from 2023...

Who wins after the Iran war ends? Finding beneficiary stocks by scenario

Scenario A: When the war is resolved – six sectors that benefit from a "golden age of peace." 1. Petrochemical winners: a plastics empire freed from the naphtha shock...

RIA accounts launch on the 23rd as a lifeline for Korean investors in overseas stocks: 10 practical Q&As on avoiding a tax bomb!

The domestic market return account, designed to bring overseas investment money back to Korea, officially launched on March 23, 2026. It comes with generous capital gains tax breaks, but by the same token...

"Not rent, but injection costs"... Hanmi Pharmaceutical offers a 'people's alternative' in the KRW 2 trillion obesity drug market

Amid the Wegovy–Mounjaro price war, "efpeglenatide" targets a launch in the second half of 2026... "Securing supply stability through domestic production." "KRW 500,000 a month? Is that rent or a drug bill?" In Seoul's Gangnam...

With split listings blocked at home, conglomerates are heading overseas. Are our shares safe?

Summary 1. The stigma that "Korean stocks are cheap" and why companies are leaving. In October 2024, Hyundai Motor India (HMIL) listed on the National Stock Exchange (NSE) in Mumbai. With a market cap of KRW 25 trillion at the offer price,...

Battery stocks face a 'perfect storm' in 2026... a supercycle driven by AI, war and solid-state batteries

A battery supercycle is about to begin, driven by the global energy security crisis and exploding AI power demand. 1. Middle East war and oil shock: accelerating the shift away from fossil fuels...

A catfish to shake up the KOSDAQ ecosystem: the challenges and outlook left by the listing of Korea's first 'KOSDAQ active ETF'

"The machines stopped, but people are still alive"... What the arrival of KOSDAQ active ETFs means. Can active strategies ease the KOSDAQ 150 concentration created by the "mechanical trading" of passive ETFs...

‘Iran war’: KRW 120 trillion in dip-buying money ready to ‘move’ into Korean stocks… FOMO crowd says “finally, a chance”

From FOMO through FOPO to, now, "the beauty of waiting." As the KOSPI breaks above 6,000 in a "record-breaking bull market," an interesting phenomenon has been spotted. Korean...

Samsung and SK hynix's record corporate tax bonanza: can it rescue Korea's empty coffers?

The record sales at Samsung Electronics and SK hynix that have been heating up the stock market lately do more than excite investors; for the national economy as a whole...

K-beauty stocks take off on a ‘U.S. boom’ and a ‘windfall from China-Japan tensions’… top 5 leaders analyzed

In 2025, Korea overtook France to rank No. 1 in the U.S. cosmetics import market. This is not just a trend. It is structural growth proven by numbers. Add to that the return of Chinese tourists,...

“KOSPI headed for 7,000?” Korea Investment & Securities' bold forecast, plus a roundup of major Korean brokerages' 2026 targets

"We forecast 5,800 and it's already been hit": Daishin Securities caught off guard... Samsung Securities' 5,700 upper bound already exceeded [BITPRESS] The KOSPI broke above 5,800 for the first time ever on the 20th, closing at 5,808.53. Institutional...