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, but Naver and Kakao were left out. Same AI-monetization problem — yet the market backs Naver and doubts Kakao. Here’s why the two giants split.
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.
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.
Korea’s latest breaches weren’t stolen passwords — they were leaked cloud keys that opened the database. Here’s the security-stock angle most foreigners miss.
A Korean retail investor’s true story of holding Samsung through a two-year slump — and the HBM truth the English headlines missed.