How US Investors Actually Play Korea — the Four Doors, and Why ‘You Can’t Buy It’ Is a Myth
Only about a dozen Korean companies trade as US ADRs — so most of Korea looks unbuyable from a US account. It isn’t.
Korea Used to Buy Back Stock — and Then Re-Sell It. The Law Changed, and Cancellations Just Overtook Disposals.
For years a Korean buyback was only half a buyback — companies could resell the treasury shares later.
Korea’s Defense Boom Has a ~$76B Backlog — and No US Ticker. Here Are the Three Ways In.
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.
The AI Boom Just Brought Back Rate Hikes — and Korea Went First
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 Q2 Earnings: The Bar, Not the Profit
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.
Down 9%, Up 6%, Down 6% — Then Korea’s First Rate Hike in Three Years: The Week in 7 Numbers
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 ADR vs Seoul Shares: Where the Premium Went
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…
South Korea’s Utility Dividend Is Back: 3.2% in Seoul, 3.24% in Atlanta — Same Yield, Opposite Machine
KEPCO resumed its dividend after four years: ₩1,540 a share, a 3.2% yield — almost exactly Southern Co’s 3.24%.
South Korea’s Gas Turbine Market Is $432 Million. One Doosan Contract in March Was Worth More.
Search “South Korea gas turbine market” and you get $432M. In March, Doosan signed a single ~₩1 trillion (~$665M) US big-tech contract.
Hanmi Semiconductor Just Posted a Record Quarter — the Filing’s Real Story Is That Its Biggest HBM Customer Switched From SK Hynix to Micron
Hanmi Semiconductor posted a record Q2 (₩180bn revenue, 47.9% margin). We read the filing line by line — the low base after Q1’s shock, and the quiet swap…