Korea market structure

Is POSCO Just a Steel Stock? Its 2026 Rally Said No.

2026-10-12 by Mr. Gat

Is POSCO (PKX) just a steel stock? Press reports tie its 2026 rally to battery materials, not steel: up 54% in five weeks, then all of it given back.

Korea’s KOSPI Fell Harder Each Day of a Three-Day Week

2026-10-11 by Mr. Gat

Number card: KOSPI -5.4% vs KOSDAQ -0.1% over the three Seoul sessions of Oct. 6-8, 2026.

Korea traded only three sessions this week. KOSPI fell 0.89%, 1.98%, then 2.62%, 5.39% in all, while KOSDAQ ended down 0.11%. What it means for EWY holders.

Korea’s Leveraged Chip ETFs: Its Regulator Said Sorry

2026-10-10 by Mr. Gat

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.

How Hyundai, Kia and Mobis Each Own the Next One

2026-10-09 by Mr. Gat

Hyundai Motor's 35.17% stake in Kia, part of an ownership loop with Kia and Hyundai Mobis

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 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%.