Hyundai Group: Korea Rose 1.6%, Its Three Stocks Fell
Korea’s KOSPI closed above 7,000 on September 21 while Hyundai, Kia and Mobis all fell. Here is what EWY holders actually own of Korea’s largest carmaker group.
korea etf holdings
Korea’s Two Battery Stocks — One Doubled, One Went Nowhere
Samsung SDI doubled in 2026. LG Energy Solution barely moved. Same sector label, 102 points apart, and EWY holds both without asking you which.
Korea Rose 59%. Kia Rose 2%. What Broke?
Kia posted record Q2 revenue but operating profit fell 4.9%. Tariffs took 783 billion won in H1. The stock is up 2% this year and yields 5.5%.
Watch KB Financial to See if Korea’s Value-Up Works
KB Financial canceled 3.8% of its shares without using the grace period Korea’s new law allows. What that says about value-up for EWY holders.
Is SK Square Just Cheaper SK Hynix? Not Quite.
EWY holds SK Hynix twice — directly, and through SK Square at a 46 percent discount that an activist and buybacks are pushing to close.
The AI Boom Reached Korea’s Parts Bin — It Books in 2027
Samsung Electro-Mechanics won a ₩1.07tn AI-server MLCC contract that books in 2027. Korea’s AI cycle reaches the parts makers on a lag.
Hyundai Canceled ₩789bn in Stock. The Price Fell.
Hyundai canceled ₩789bn of its own shares and the stock still fell. Why a Korean cancellation is not a US buyback, and what it means for EWY holders.
SK Rebuilt Its Group — SK Hynix Stayed Put
SK Group absorbed a battery unit, spun off a data-center firm, and sold 49% of it for ₩3.08tn — none of it touched SK Hynix, the core of EWY.
Your EWY Dropped Four Korea Stocks Today
MSCI dropped four names from EWY and added LG Innotek at the August close. The 41% core of the fund, Samsung and SK Hynix, did not move.
Korea’s Memory Lead — Micron Bets Against It
Buy “memory” after Nvidia’s blowout and there are three doors. Two hold Samsung and SK Hynix; Micron is the bet against them. Here’s the map.