korea etf holdings - TheGatBull

SK Rebuilt Its Group — SK Hynix Stayed Put

2026-09-242026-09-02 by TGB ADMIN

In three days SK Group restructured three times, but SK Hynix was not part of any of them

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

2026-09-242026-08-31 by TGB ADMIN

Samsung and SK Hynix are 41% of EWY, unchanged by the MSCI August review

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

2026-08-28 by Mr. Gat

Number card reading 62% — SK Hynix's estimated share of the HBM Nvidia buys, the memory Micron's stock bets against

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.

Korea ETF Premium Rule Doesn’t Touch Your EWY

2026-09-232026-08-26 by Mr. Gat

Number card reading 2 percent — the Korea Exchange's new premium/discount management limit for domestic ETFs, down from 3%, effective August 19 2026; the rule does not reach the US-listed EWY.

Korea tightened how far an ETF can drift from its value and threatened to block listings. But the rule stops at the border — your US-listed EWY is outside it.

When Does Korea Trade Nvidia? Before the US.

2026-09-232026-08-25 by Mr. Gat

Timeline in Korea Standard Time for Thursday Aug 27: Nvidia earnings print at 05:20, KRX opens at 09:00 (3 hours 40 minutes later), Bank of Korea rate decision in the morning, New York opens at 22:30 — Seoul trades Nvidia's number about 13.5 hours before New York.

Nvidia reports after the US close on Aug 26. Seoul opens 3h40m later — the first major market to trade the print in cash, on the same Thursday morning the…

Hyundai’s US Bet Grew. Its Stock Did Not.

2026-08-272026-08-24 by Mr. Gat

Number card reading minus 0.60 percent, the move in Hyundai Motor shares on the first Seoul session after its CEO floated America’s largest car plant

Hyundai’s CEO said the Georgia plant may grow to 800,000 cars a year. The stock closed down 0.60% that day. Why Seoul reads US localization as cost, not growth.

DRAM and EWY — the Same Two Korean Stocks

2026-09-242026-08-21 by Mr. Gat

Card reading 46 percent: the share of America's memory ETF held in Samsung Electronics and SK Hynix on August 17, 2026, against 44.3 percent for the same two names in the EWY Korea ETF on August 20, 2026.

There is a memory ETF now. It trades on the Cboe BZX exchange under the ticker DRAM, it launched on April 2, 2026, it charges 0.65%, and the issuer calls it a “pure play” — the first-ever memory stock ETF. Roughly half of that pure play is two companies listed in Seoul. The Korea ETF … Read more