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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...
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...
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...
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,...
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...
"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...
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...
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...
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,...
"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...
"$49 vs $199": the price war has begun. In February 2026, U.S. telehealth company Hims & Hers Health threw a punch that...
K-bio's ambition for a KRW 100 trillion global market: who is the real alternative? Market size: Korea's GLP-1 market takes off in earnest in 2025. Global GLP-1...
Recent news that Samsung Electronics is increasingly likely to supply its next-generation high-bandwidth memory, HBM4, to Nvidia is heating up the market. This is more than a simple parts supply deal...
Solid-state batteries are next-generation batteries that use a solid electrolyte instead of a liquid one, removing the fire risk of conventional lithium-ion batteries and raising energy density by more than 40%...
As the explosive growth of the artificial intelligence industry turns power shortages into a live problem, power infrastructure stocks are emerging as the market's new leaders, beyond semiconductors. Elon Musk and...
With the Semiconductor Special Act passed by the National Assembly, a new wind is blowing through Korea's chip industry. This law covers making the "semiconductors"* that go into every electronic device, from smartphones to AI...
Samsung Electronics and SK hynix both posted record 2025 results and strengthened shareholder returns. On Jan. 8 Samsung Electronics reported fourth-quarter revenue of KRW 93 trillion and operating profit of KRW 20 trillion (a 21.5% margin). SK hynix...
The KOSDAQ breaking 1,000 after the KOSPI hit 5,000 is not just a joint rally; it is closer to the start of a new experiment: "a growth-stock index nurtured by policy." 1. KOSDAQ...
The KOSPI breaking 5,000 and entering a range where 6,000 can be discussed is not a simple technical rally. It is a “global risk […] set off by Trump's tariff retreat...
As the KOSPI breaks above 4,800 to set new highs, the KOSDAQ is stuck around 900, and investor frustration is growing. But as the Lee Jae-myung government's pledge to boost the KOSDAQ gets fully underway...
Korean stocks, especially export-oriented companies, can act as a hedge through currency gains when the won is weak, and as an inflation hedge their pricing power...
Global investors' view of Samsung Electronics is unusually hot right now. Target prices that had been stuck in a KRW 100,000 range for some time have lately been lifted, starting with the foreign investment bank Macquarie...
Look at the Korean stock market these days and unfamiliar terms pop up all at once: share buyback cancellations, Commercial Act amendments, separate taxation of dividend income. Each looks complicated on its own, but these...
Samsung Electronics has pushed past KRW 120,000 and set another all-time high. The market's question is no longer “can it reach KRW 120,000?” Samsung's...