SK Hynix Investor Hub: Earnings Date and ADR Math
One Seoul SK Hynix share equals ten Nasdaq ADRs. On Sept 23 closes the ADR premium was about 38%, vs 19% on a limit-up July 31. Next earnings date: not yet set.
Mr. Gat
KOSPI’s Wildest Week Ever Moved the Index 1.4%
In the last week of July 2026 the KOSPI printed a −10.84% session and its largest one-day gain on record (+17.91%) inside five trading days — travelling 36.9 percentage points to finish down 1.42%. And the month headlines called the worst ever ranks third on month-end closes, behind October 1997 and October 2008.
Korea Defended Its Currency. It Did Not Defend Its Stock Market.
On July 30, 2026 Korea and Japan were reported to have intervened in the currency market while US authorities ran a rate check — and a Korean official confirmed the three-way coordination on the record. The same week, regulators tripled deposit requirements on leveraged ETFs and opened an investigation into foreign high-frequency trading. And while the KOSPI fell 42% from its record high, nobody bought the index.
Korean Retail Investors Sold ₩8 Trillion on the Biggest Up Day in KOSPI History
On July 31, 2026 the KOSPI rose 17.91% — its largest one-day gain ever. In the same KRX session Korean retail investors net sold ₩8.25 trillion while foreigners net bought ₩7.22 trillion. What Korean investors were writing while they sold, why SK Hynix stopped at 29.95%, and why naming the cause of this rally is a trap.
Korea Is Putting $14 Billion Into AI. Its Sovereign Wealth Fund Has Never Been Allowed to Do This.
Korea will put ₩20 trillion (about $14 billion) into AI through a new Strategic Investment Account inside KIC — the first time its sovereign wealth fund has been allowed to invest at home. What actually changed, why the money is meant to attract rather than buy, and the five checkpoints that decide whether it works.
The Won Hit a Five-Month High While Stocks Fell. Does a Weak Won Actually Help Korean Exporters?
On July 30 the won closed at a five-month high while the KOSPI fell for a third day — and Samsung rose 2.4% while SK Hynix fell about 3%. Same currency, same sector, opposite directions.
SK Hynix Posted Its Best Quarter Ever. The Stock Swung From +4% to −20% in One Session.
Record Q2 operating profit of ₩60.5tn. A 24-point intraday swing, a 7.54% close, and a two-day drop of 22.5%. The market didn’t reject the quarter — it hasn’t bought the second half.
The Currency-Hedged Korea ETF Died in 2020. On Korea’s Worst Day Since March, Not Having It Helped.
The KOSPI fell 10.84% on July 28. In dollars it fell 10.47%. The gap is the won — a position no U.S. investor in Korea has been able to opt out of since 2020.
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.