Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.
Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.
−4.5%, +3.6%, +0.7%, +4.4%, −5.7%: Four of Five Sessions Moved More Than 3.5% — and Foreigners Bought ₩5.6tn Anyway
Korea’s market whipsawed all week: down 4.46% Monday, up 4.40% Thursday to reclaim 7,000 for the first time in six sessions, then down 5.72% Friday.
Buying Nvidia Buys the AI Demand. In San Francisco, Korea Just Made a National Claim on the AI Supply.
On July 24 President Lee Jae-myung stood in San Francisco — after meetings with the CEOs of Nvidia, OpenAI, Anthropic and Broadcom — and declared Korea…
The US Asked Korea to Build 10 Warships. A 1965 Law Decides Where They Actually Get Built.
The US wants Korean shipyards, and Korea’s shipbuilding supercycle is real — but “US Navy orders = a jackpot for Korea’s listed shipbuilders” breaks in…
How US Investors Actually Play Korea — the Four Doors, and Why ‘You Can’t Buy It’ Is a Myth
Only about a dozen Korean companies trade as US ADRs — so most of Korea looks unbuyable from a US account. It isn’t.
Korea Used to Buy Back Stock — and Then Re-Sell It. The Law Changed, and Cancellations Just Overtook Disposals.
For years a Korean buyback was only half a buyback — companies could resell the treasury shares later.
Korea’s Defense Boom Has a ~$76B Backlog — and No US Ticker. Here Are the Three Ways In.
Korea’s defense primes — Hanwha Aerospace, Hyundai Rotem, KAI — carry a combined order backlog past ₩111.9tn (~$76B), yet none trades as a US ADR.
The AI Boom Just Brought Back Rate Hikes — and Korea Went First
On July 16 the Bank of Korea raised rates for the first time in three and a half years — not to fight a slump, but a boom.
SK Hynix Q2 Earnings Preview: What Gets Judged on July 29 Isn’t the Profit — It’s the Bar
SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.
Down 9%, Up 6%, Down 6% — Then Korea’s First Rate Hike in Three Years: The Week in 7 Numbers
Korea’s stock market swung −9%, +6%, −6% in four days, then the Bank of Korea hiked for the first time since 2023.