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Was 7,200 the KOSPI Bottom?

2026-08-222026-07-14 by Mr. Gat

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.

Categories Market Trends Tags circuit breaker, Korea market structure, KOSPI, margin debt, Samsung Electronics, SK Hynix, SKHY

Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?

2026-08-272026-07-13 by Mr. Gat

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.

Categories Market Trends Tags circuit breaker, index concentration, Korea semiconductor stocks, KOSPI, S-Oil, Samsung Electronics, SK Hynix, SK Innovation, SKHY

Two Halts, One Record Debut: Korea’s Stock Market This Week in 7 Numbers

2026-08-272026-07-12 by Mr. Gat

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…

Categories Market Trends Tags circuit breaker, HBM, Korea stock market this week, KOSPI, Micron, Samsung Electronics, sidecar, SK Hynix, SKHY

When Does SK Hynix Report Earnings?

2026-08-272026-07-12 by Mr. Gat

SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.

Categories Earnings & Filings Tags HBM, Korea semiconductor stocks, Samsung Electronics, SK Hynix, SKHY

The AI Power Trade at 63x vs. the Same Trade at 40% Off: What US Investors Miss About Korea’s Grid Trio

2026-08-152026-07-11 by Mr. Gat

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.

Categories Market Trends Tags AI power stocks, GE Vernova, HD Hyundai Electric, Hyosung Heavy Industries, Korea discount, LS Electric, order backlog, SK Hynix, transformers, Vertiv

SK Hynix ADR (SKHY): What the Nasdaq Filing Says

2026-08-272026-07-09 by Mr. Gat

SK Hynix lists on Nasdaq as SKHY on July 10, 2026 — the largest ADR offering in Wall Street history.

Categories Earnings & Filings Tags ADR vs common share, AI memory, HBM, Korea market structure, Korea semiconductor stocks, Nasdaq listing, SK Hynix, SK Hynix ADR, SK Hynix IPO, SKHY

Korea’s Own GENIUS Act, for the Won

2026-08-272026-07-08 by Mr. Gat

The GENIUS Act was built to export the dollar; Korea’s won stablecoin bill defends the won. Until Seoul settles who issues, it’s a legislation trade.

Categories Investing in Korea

Why Is the Kospi Down Today? The July 7 Crash in 7 Numbers

2026-08-152026-07-07 by Mr. Gat

Samsung posted the biggest quarterly tech profit in history — and the Kospi fell 4.91%, tripping a circuit breaker. Seven numbers explain the crash.

Categories Market Trends Tags donghak gaemi, HD Hyundai Electric, Hyosung Heavy Industries, LS Electric, Samsung Electronics, SK Hynix

Is Samsung Foundry Dead? What the Obituaries Miss About Its 2nm Order Book

2026-08-272026-07-06 by Mr. Gat

TSMC now owns 72.3% of the foundry market and Samsung 6.5% — an 11x gap. So why did Tesla hand Samsung a $16.5 billion contract, and why is Nvidia next?

Categories Stock Guides Tags Korea semiconductor stocks, Samsung Electronics

How to Buy Korean Stocks from the US in 2026: Three Doors, Step by Step (SK Hynix’s ADR Is Only One)

2026-08-272026-07-05 by Mr. Gat

In 2026 three doors opened for US investors to buy Korean stocks — SK Hynix’s Nasdaq ADR, direct KRX access via Interactive Brokers, and the EWY ETF.

Categories Investing in Korea Tags donghak gaemi, EWY ETF, Korea discount, SK Hynix ADR, SKHY
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