Was 7,200 the KOSPI Bottom?
Korean media called the bear-market exit on July 10. On July 13 the KOSPI fell 8.95% and tripped its seventh circuit breaker of 2026.
Market Trends
Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?
The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.
Two Halts, One Record Debut: Korea’s Stock Market This Week in 7 Numbers
A sell-side circuit breaker Tuesday, a buy sidecar Friday, a record Samsung profit and the biggest foreign listing in US history — Korea’s wild week, in…
The AI Power Trade at 63x vs. the Same Trade at 40% Off: What US Investors Miss About Korea’s Grid Trio
GE Vernova trades at 63x and Vertiv at 52x+ — while Korea’s transformer trio sits 40% off its highs with a record ₩32.35T (~$21.5B) order backlog.
Why Is the Kospi Down Today? The July 7 Crash in 7 Numbers
Samsung posted the biggest quarterly tech profit in history — and the Kospi fell 4.91%, tripping a circuit breaker. Seven numbers explain the crash.
Korea Just Announced Its Own ‘Stargate.’ Watch the Capex, Not the ₩1,000 Trillion Headline.
Korea unveiled a ~₩1,000 trillion ($720B) AI and chip mega-plan — a “Korean Stargate.” But it’s built differently from the US version, and the president…
Forget the Chips for a Second. AI’s Real Bottleneck Is Power — and Korea Quietly Owns Pieces of It.
Everyone is buying the AI chip story. But data centers don’t run on GPUs alone — they run on electricity, and electricity is now the bottleneck. Here is a map of the AI-power supply chain, read two ways (vertical and horizontal), and where Korea’s manufacturers sit in it.
Foreigners Are Dumping Korea — So Why Are They Crowding Into Its Chips?
In 2026 the KOSPI broke 9,000 while foreign ownership of Samsung and SK Hynix hit a one-year low. It’s not a contradiction — it’s forced selling of “Korea” and deep conviction in its AI memory. Here’s the machine behind it.
The KOSPI Doubled in 2026. Is This Korea’s AI Moment — or 1999 All Over Again?
Korea’s KOSPI roughly doubled in 2026 and broke 9,000 for the first time. The earnings engine is real — but record retail margin debt and a two-stock index are the fuel. Here’s how to tell a boom from a bubble.
No, SpaceX Won’t Save Korea’s Refiners. Something Far Bigger Already Is.
The SpaceX-to-jet-fuel thesis for Korean oil refiners is wrong on both counts. But the stocks are soaring anyway — for a completely different reason.