How Korea’s KOSPI Lost 20.7% in Seven Sessions
KOSPI fell 7.57% on Oct. 15 and tripped a circuit breaker. It is down 20.7% in seven sessions; Samsung Electronics and SK hynix fell further since June.
Samsung Electronics
KOSPI Fell 5.5%. The Buybacks Are Ending.
KOSPI fell 5.46% on Oct. 13, its fifth straight drop. Samsung’s ₩15 trillion buyback ended Oct. 6; SK hynix’s was 84% done by Oct. 6. What to watch this week.
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 and SK Hynix Filed to Buy Stock — Not to Cancel It.
42 Korean firms filed to buy their own shares Sept 9, Samsung and SK Hynix included. But buying is not cancelling – here’s what it means for EWY.
KOSPI Rose on Three Days When Every Investor Group Sold
KOSPI fell 1.5% in won but was flat in dollars. On three days every investor group sold and the index still rose. Who bought, and until when?
KOSPI’s Week: The Whole 1.8% Loss Was Friday
KOSPI finished last week down 1.8% — but the whole loss was Friday. The index round-tripped a Monday crash by Thursday; Samsung didn’t, and KOSDAQ rose 4.6%.
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.
Samsung ₩110tn Return Is a Range, Not a Number
Samsung’s record ₩110tn return is a range, not a fixed number — and ₩15tn of it is an employee buyback, not a cancellation. What the filing means for EWY.
DRAM and EWY — the Same Two Korean Stocks
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
You Didn’t Buy ‘Korean Chips.’ You Bought Two Companies That Just Moved in Opposite Directions.
Samsung Electronics rose 0.22% on August 7 while SK Hynix fell 4.88% — the same index, the same industry, opposite signs.