SK Rebuilt Its Group — SK Hynix Stayed Put
SK Group absorbed a battery unit, spun off a data-center firm, and sold 49% of it for ₩3.08tn — none of it touched SK Hynix, the core of EWY.
Korea’s Indexes Split Again — the Reverse of Last Week
KOSPI rose and KOSDAQ fell for a second day — the mirror image of last week. If you own EWY, you own the large-cap half in the tariff line of fire.
Your EWY Dropped Four Korea Stocks Today
MSCI dropped four names from EWY and added LG Innotek at the August close. The 41% core of the fund, Samsung and SK Hynix, did not move.
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.
When Does Korea Trade Nvidia? Before the US.
Nvidia reports after the US close on Aug 26. Seoul opens 3h40m later — the first major market to trade the print in cash, on the same Thursday morning the…
Hyundai’s US Bet Grew. Its Stock Did Not.
Hyundai’s CEO said the Georgia plant may grow to 800,000 cars a year. The stock closed down 0.60% that day. Why Seoul reads US localization as cost, not growth.