Korea’s Two Battery Stocks — One Doubled, One Went Nowhere
Samsung SDI doubled in 2026. LG Energy Solution barely moved. Same sector label, 102 points apart, and EWY holds both without asking you which.
Mr. Gat
Korea’s Fed Day: Seoul Opened +0.9%, Closed −0.04%
The Fed raised rates at 3 AM Seoul time. New York traded two more hours. Seoul traded the next six and a half, and spent them erasing the overnight gap.
SK Hynix Has Three Rumors on Korea’s Public Record
SK Hynix has three rumors on file in Korea. A Chongqing stake sale, a Japan fab, a Solidigm pre-IPO. All answers said undetermined. Each has a filing deadline.
Watch Korea’s New Night Session End Before the US Bell
Korea’s first after-market drew 1.8 trillion won on day one, and 93% of it was retail. But the session ends at 7 AM ET, before the US bell.
Korea Rose 59%. Kia Rose 2%. What Broke?
Kia posted record Q2 revenue but operating profit fell 4.9%. Tariffs took 783 billion won in H1. The stock is up 2% this year and yields 5.5%.
KOSPI’s Week: The Whole 1.8% Loss Was Friday
KOSPI finished last week down 1.8% — but the whole loss was Friday. The index round-tripped a Monday crash by Thursday; Samsung didn’t, and KOSDAQ rose 4.6%.
Did the Bank of Korea Raise Rates? Yes, to 3%.
On Aug 27 the Bank of Korea raised its base rate to 3% and its governor said “preemptive” 14 times — the same week the Fed’s Warsh refused to signal his next move.
Korea’s Memory Lead — Micron Bets Against It
Buy “memory” after Nvidia’s blowout and there are three doors. Two hold Samsung and SK Hynix; Micron is the bet against them. Here’s the map.
Samsung ₩110tn Return Is a Range, Not a Number
Samsung’s record ₩110tn return is a range, not a fixed number — and ₩15tn of it is an employee buyback, not a cancellation. What the filing means for EWY.
Korea ETF Premium Rule Doesn’t Touch Your EWY
Korea tightened how far an ETF can drift from its value and threatened to block listings. But the rule stops at the border — your US-listed EWY is outside it.