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EWY

Nvidia Just Became Naver’s No. 3 Shareholder. Read the Line That Vanished From the Filing.

2026-08-152026-07-27 by Mr. Gat

Nvidia is taking a 4.5% stake in Naver — ₩1.48tn (~$1.01B) via a third-party share issuance, Naver’s first in 22 years.

Categories Earnings & Filings Tags EWY, KOSPI, Naver, Nvidia

−4.5%, +3.6%, +0.7%, +4.4%, −5.7%: Four of Five Sessions Moved More Than 3.5% — and Foreigners Bought ₩5.6tn Anyway

2026-08-152026-07-26 by Mr. Gat

Korea’s market whipsawed all week: down 4.46% Monday, up 4.40% Thursday to reclaim 7,000 for the first time in six sessions, then down 5.72% Friday.

Categories Market Trends Tags EWY, foreign investors, KOSPI, margin debt, semiconductors, sidecar, SK Hynix earnings

Buying Nvidia Buys the AI Demand. In San Francisco, Korea Just Made a National Claim on the AI Supply.

2026-08-152026-07-25 by Mr. Gat

On July 24 President Lee Jae-myung stood in San Francisco — after meetings with the CEOs of Nvidia, OpenAI, Anthropic and Broadcom — and declared Korea…

Categories Market Trends Tags EWY, HBM, Nvidia, semiconductors

How US Investors Actually Play Korea — the Four Doors, and Why ‘You Can’t Buy It’ Is a Myth

2026-08-152026-07-23 by Mr. Gat

Only about a dozen Korean companies trade as US ADRs — so most of Korea looks unbuyable from a US account. It isn’t.

Categories Investing in Korea Tags EWY, how to invest in Korea, Interactive Brokers, KEPCO, Korea discount, Korean stocks, KRX, SK Hynix

Korea Used to Buy Back Stock — and Then Re-Sell It. The Law Changed, and Cancellations Just Overtook Disposals.

2026-08-152026-07-23 by Mr. Gat

For years a Korean buyback was only half a buyback — companies could resell the treasury shares later.

Categories Market Trends Tags Commercial Act, corporate governance, EWY, KB Financial, Korea discount, Samsung Electronics, treasury shares

Korea’s Defense Boom Has a ~$76B Backlog — and No US Ticker. Here Are the Three Ways In.

2026-08-152026-07-22 by Mr. Gat

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.

Categories Investing in Korea Tags EWY, how to invest in Korea, Interactive Brokers, KRX

What Moves the EWY Stock Price? Mostly Two Stocks.

2026-10-192026-07-03 by Mr. Gat
Number card: 44% of EWY is Samsung Electronics and SK hynix, as of Oct. 16, 2026

As of Oct. 16, 2026, Samsung Electronics and SK hynix are 44% of EWY. What moves the EWY stock price, why that share fell in the crash, and why dates matter.

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

  • SK Hynix Investor Hub: earnings dates, ADR, filings
  • 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
  • EWY top holdings: what you actually own
  • Samsung vs SK Hynix: not the same trade
  • Korea Value-Up program explained

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