Mr. Gat 
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 wants Korean shipyards, and Korea’s shipbuilding supercycle is real — but “US Navy orders = a jackpot for Korea’s listed shipbuilders” breaks in…
Only about a dozen Korean companies trade as US ADRs — so most of Korea looks unbuyable from a US account. It isn’t.
For years a Korean buyback was only half a buyback — companies could resell the treasury shares later.
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.
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 reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.
Korea’s stock market swung −9%, +6%, −6% in four days, then the Bank of Korea hiked for the first time since 2023.
SK Hynix’s Nasdaq ADR (SKHY) dropped ~21% in its first full week. Read the Seoul tape next to the New York tape and most of that decline wasn’t the…
KEPCO resumed its dividend after four years: ₩1,540 a share, a 3.2% yield — almost exactly Southern Co’s 3.24%.