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LG Energy Solution Q3 Profit — 55% Was a U.S. Tax Credit

2026-10-15 by Mr. Gat
55% of LG Energy Solution Q3 2026 operating profit was expected U.S. production credits

LG Energy Solution’s Q3 2026 operating profit was ₩756 billion, but 55% was an expected U.S. production tax credit. Without it, profit was ₩339 billion.

Categories Earnings & Filings Tags korea etf holdings, KOSPI, LG Energy Solution

KOSPI Fell 5.5%. The Buybacks Are Ending.

2026-10-142026-10-13 by Mr. Gat
Samsung Electronics closed 12% below its own average buyback price on Oct. 13, 2026

KOSPI fell 5.46% on Oct. 13, its fifth straight drop. Samsung’s ₩15 trillion buyback ended Oct. 6; SK hynix’s was 84% done by Oct. 6. What to watch this week.

Categories Market Trends Tags Korea market structure, KOSPI, Samsung Electronics, SK Hynix

Is POSCO Just a Steel Stock? Its 2026 Rally Said No.

2026-10-12 by Mr. Gat

Is POSCO (PKX) just a steel stock? Press reports tie its 2026 rally to battery materials, not steel: up 54% in five weeks, then all of it given back.

Categories Investing in Korea Tags ADR, korea etf holdings, Korea market structure, KOSPI

Korea’s KOSPI Fell Harder Each Day of a Three-Day Week

2026-10-11 by Mr. Gat
Number card: KOSPI -5.4% vs KOSDAQ -0.1% over the three Seoul sessions of Oct. 6-8, 2026.

Korea traded only three sessions this week. KOSPI fell 0.89%, 1.98%, then 2.62%, 5.39% in all, while KOSDAQ ended down 0.11%. What it means for EWY holders.

Categories Market Trends Tags EWY, Korea market structure, KOSPI, KRX

Korea’s Leveraged Chip ETFs: Its Regulator Said Sorry

2026-10-10 by Mr. Gat

Korea’s financial regulator chief apologized for losses on leveraged Samsung and SK Hynix products. What was said, what is disputed, and what it means for EWY.

Categories Market Trends Tags EWY, korea etf holdings, Korea market structure, KOSPI

How Hyundai, Kia and Mobis Each Own the Next One

2026-10-09 by Mr. Gat
Hyundai Motor's 35.17% stake in Kia, part of an ownership loop with Kia and Hyundai Mobis

Hyundai owns 35.17% of Kia, Kia owns 18.10% of Mobis, and Mobis owns 22.36% of Hyundai. What that loop means if you hold EWY.

Categories Investing in Korea Tags EWY, korea etf holdings, Korea market structure, KOSPI

Samsung’s $80 Billion Quarter Arrived as Just Two Numbers

2026-10-08 by Mr. Gat

Samsung reported Q3 operating profit of ₩107.4 trillion (about $80 billion) in a filing with just two numbers. The business breakdown comes Oct. 29.

Categories Earnings & Filings Tags EWY, korea etf holdings, KOSPI, Samsung Electronics

Samsung Electro-Mechanics: $2.7B of Orders, No Buyer Named

2026-10-07 by Mr. Gat

Samsung Electro-Mechanics filed six supply contracts worth about $2.73 billion in 2026. All start in 2027, and none of the filings names the buyer.

Categories Earnings & Filings Tags EWY, korea etf holdings, Korea market structure

Korea’s Brokers Will Cap Margin Loans per Stock — Oct. 19

2026-10-07 by Mr. Gat

From Oct. 19, Korean brokers will add limits on new margin loans in any stock above 15% of their margin book. Samsung and SK hynix sit just under that line.

Categories Market Trends Tags EWY, korea etf holdings, Korea market structure, KOSPI

Korea Opened Higher. Its Two Chip Giants Fell.

2026-10-06 by Mr. Gat
Number card reading "3.87 pct pts": the gap between KOSDAQ's 2.98% gain and KOSPI's 0.89% loss on Oct. 6, 2026.

Seoul reopened higher after a three-day break, then Samsung and SK hynix fell. KOSPI lost 0.89%; KOSDAQ rose 2.98%, its first close above 900 since July.

Categories Market Trends Tags EWY, foreign investors, KOSDAQ, KOSPI
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  • SKHY ADR vs GDR: dividend fees compared
  • When does SK Hynix report earnings?
  • SKHY Nasdaq filing, explained
  • How to buy Korean stocks from the US
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  • Samsung vs SK Hynix: not the same trade
  • Korea Value-Up program explained

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