Korea’s Leveraged Chip ETFs: Its Regulator Said Sorry
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.
korea etf holdings
How Hyundai, Kia and Mobis Each Own the Next One
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.
Samsung’s $80 Billion Quarter Arrived as Just Two Numbers
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.
Samsung Electro-Mechanics: $2.7B of Orders, No Buyer Named
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.
Korea’s Brokers Will Cap Margin Loans per Stock — Oct. 19
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.
How KORU Lost 30% in Three Months While EWY Went Nowhere
KORU, the 3x Korea ETF, fell 29.7% from July 1 to Oct. 1 while EWY rose 0.3%. Same MSCI index, different clocks: what daily reset does to it.
Korea’s State Fuel Deal Grew 19% at the Same Stated Volume
SK Energy’s renewed fuel deal with Korea’s state oil company is ₩2.21 trillion, up 18.9% on the same stated 1.3 billion liters. What it shows.
Can You Buy DRAM Stocks in the US? Two of the Big Three.
Samsung, SK Hynix and Micron make about 88% of global DRAM revenue. A US brokerage account can buy two of them directly. Samsung needs a workaround.
Korea’s Reopening Sell-Off Hit Chips — Not Shinhan
KOSPI fell 2.70% on its first day back from Chuseok as Samsung and SK Hynix slid over 5%. Shinhan Financial, a 1.56% EWY holding, rose 1.83%.
Korea Heard From Wall Street. Then It Closed.
Druckenmiller visited Seoul on Sept 22 and said Korea has good companies. The Bank of Korea ran a chip-downturn scenario the same day. Then Seoul closed.