Korea market structure

Samsung Electro-Mechanics: $2.7B of Orders, No Buyer Named

2026-10-07 by Mr. Gat

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

2026-10-07 by Mr. Gat

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.

Korea’s Foreigners Sold All Five Days, but Less Each Day

2026-10-042026-10-04 by Mr. Gat

Number card reading "3.2 -> 0.14": daily foreign net selling on the KOSPI market fell from about 3.2 trillion won to 0.14 trillion won over Sept. 28 to Oct. 2, 2026.

Korea’s first week after Chuseok: foreigners net sold all five sessions, but daily selling fell from ₩3.2T to ₩0.14T. KOSPI ended −1.09%, KOSDAQ +5.78%.

Korea Got a Chip Tax Windfall. It Sold Fewer Bonds.

2026-10-03 by Mr. Gat

Number card reading "₩63.2T": the extra national tax revenue South Korea now expects for 2026 compared with its March estimate.

Korea now expects ₩63.2 trillion more tax than planned, led by chip-era corporate tax, and cut October bond sales by ₩5 trillion. Too early to judge.

How KORU Lost 30% in Three Months While EWY Went Nowhere

2026-10-02 by Mr. Gat

Number card reading "−29.7%": KORU's change from July 1 to October 1, 2026, while EWY, which tracks the same index, rose 0.3%.

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

2026-10-01 by Mr. Gat

Number card reading "+18.9%": the contract value of SK Energy's renewed fuel deal with Korea National Oil Corporation, at the same stated volume of 1.3 billion liters.

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.

2026-09-30 by Mr. Gat

Number card reading "2 of 3": of the three companies that make most of the world's DRAM, two can be bought directly in a US brokerage account.

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: Foreigners Sold ₩2.9T, and KOSPI Fell Just 0.27%

2026-09-29 by Mr. Gat

Number card reading "−0.27%" — KOSPI's KRX close on September 29, 2026, the day foreign investors net sold ₩2.9 trillion.

Foreigners net sold ₩2.9 trillion of Korean stocks on Sept 29, yet KOSPI fell just 0.27%. 74% of that selling hit two stocks: SK Hynix and Samsung.

Korea’s Reopening Sell-Off Hit Chips — Not Shinhan

2026-09-28 by Mr. Gat

Number card reading "+1.83%" — Shinhan Financial's KRX close on September 28, 2026, the day KOSPI fell 2.70%.

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%.

Hanwha Aerospace’s Deal Rumors Come With a Korean Deadline

2026-09-262026-09-24 by Mr. Gat

Number card reading "12/9" — the next date Hanwha Aerospace has told the Korean market it will update its review of Austal's US business, per its DART filing.

Hanwha Aerospace answered deal reports with “not yet” plus a date to answer again. Still open: Nov 28 for the Spain K9 price and Dec 9 for Austal.