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30.07.26 - 02:01
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How South Korea′s tech rout hit Hong Kong – and why regulators stepped in (SCMP)
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South Korea's roller-coaster market, driven by sharp swings in semiconductor giants Samsung Electronics and SK Hynix this year, has also reverberated in Hong Kong, where suspected fund embezzlement by a loss-making investment manager and outcry from leveraged-product investors have made headlines.
As an international financial centre, Hong Kong serves as a crucial gateway to access the Seoul stock market, with Futu Holdings – the Nasdaq-listed Chinese broker – just launching South Korea share......
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28.07.26 - 15:21
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10% (ZeroHedge)
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Futures Slide As Tech Rout Continues, Kospi Halted As It Crashes 10%
Futures extend Monday's losses as the Tech tape continues to unravel; global Semis were hit yesterday and again overnight (despite the best attempts of Goldman and JPM to force retail to buy the falling knives) with Asian stocks and especially Korea (-10%) bearing the brunt with fears of Chinese competition accelerating the sell-off and then spilling back over into the US. As of 7:00am ET, S&P futures are down 0.2% with tech slammed pushing the Nasdaq 0.9% lower and leaving the index set for a five-day run of losses for only the second time this year. Semis are again lower pre-market led by weakness in Nvidia, Intel and Micron, while Mag7 names are mostly bid and outperforming. While Defensives are leading Cyclicals, there are bids to Discretionary and Financials as both sectors look to outperform. As JPM writes in its Market Intel post this morning (available to pro subs), the market is swept in a risk-off tone (where all t...
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22.07.26 - 03:06
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China Merchants Securities drops South Korea ETF as Seoul stock volatility spills over (SCMP)
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A leading Chinese brokerage house has ended market making for the mainland's only South Korea-focused exchange-traded fund (ETF), as Beijing steps up efforts to stabilise its capital markets and protect retail investors amid volatility in its East Asian neighbour's stock market.
Shenzhen-headquartered China Merchants Securities withdrew as a liquidity provider for the Huatai-PineBridge China-Korea Semiconductor ETF barely a month after assuming the role on June 17, according to Shanghai Stock......
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06.07.26 - 12:18
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South Korea′s SK Hynix, Samsung to Put AI Trade to the Test | The Pulse 7/6/2026 (Bloomberg)
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South Korea's memory giants will put the artificial-intelligence trade to yet another test this week. Samsung releases earnings on Tuesday. Investors are also getting ready for SK Hynix's massive US listing days later.
Eleven people were killed and 60 injured in a deadly overnight attack in the Ukrainian capital, Kyiv, on the eve of the NATO summit in Ankara where President Donald Trump is due to meet with Ukrainian President Volodymyr Zelenskyy.
Shares in UK budget carrier EasyJet soared after it agreed in principle to a takeover offer of more than £5 billion from US firm Castlelake. The bid was Castlelake's fifth, after the two sides sparred over several weeks.
Today's guests: Monica Defend, Amundi Investment Institute Head; Elisabeth Braw, Atlantic Council Senior Fellow (Source: Bloomberg)...
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02.07.26 - 12:03
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KKR And SK Launch South Korea′s Largest Renewable Energy Platform (ZeroHedge)
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KKR And SK Launch South Korea's Largest Renewable Energy Platform
By Tsvetana Paraskova of OilPrice.com
Global investment firm KKR and South Korea's industrial conglomerate SK Inc are launching the single biggest renewable energy platform in South Korea to help meet growing power demand from AI and chip manufacturing.
KKR and SK Inc are creating the platform, valued at about $1.3 billion, or 2 trillion South Korean won, to combine 1.7 gigawatts (GW) of clean energy capacity in operation and a pipeline of projects in development that would boost the platform's total capacity to 10 GW, the investment firm said in a statement.
The renewable electricity will help meet South Korea's surging clean-power demand from AI data centers and semiconductor manufacturing, according to the global investor.
The 10 GW capacity targeted by the platform would be capable of simultaneously and continuously powering 100 large-scale, 100MW-class data centers, KKR said.
“At this scale, the Platform is well ...
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29.06.26 - 15:45
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"Entering The Mega Investment Era": JPM Breaks Down South Korea′s Plan To Double Memory-Chip Production (ZeroHedge)
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"Entering The Mega Investment Era": JPM Breaks Down South Korea's Plan To Double Memory-Chip Production
Any hope that the memory-chip shortage would ease this year was upended Monday morning, as South Korea's two memory giants, Samsung and SK Hynix, prepare a massive capacity expansion that will unfold over the next five years rather than provide near-term relief. That means the supply squeeze rippling through consumer electronics, from Apple MacBooks to Microsoft Xbox consoles, is likely to keep driving prices higher for the foreseeable future.
The Korea Economic Daily reports that South Korea plans to steer at least 1,350 trillion won, or about $880 billion, of private investments into expanding semiconductor manufacturing and AI data centers.
Samsung and SK Hynix plan to build four chipmaking plants in the country's southwest at a combined cost of 800 trillion won, while companies including Naver will invest another 550 trillion won to develop 8.4 gigawatts of AI data-center ...
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19.06.26 - 02:42
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MSCI Flags South Korea Market Hurdles Ahead of Key Review (Bloomberg)
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South Korea is yet to resolve several key obstacles facing foreign investors, MSCI Inc. said in its latest market accessibility review, a setback for global funds and the government hoping the country's reform drive could pave the way toward a future upgrade to developed-market status....
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08.06.26 - 03:42
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Goldman′s Moe on the Slump in South Korea Stocks (Bloomberg)
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Timothy Moe, Goldman Sachs chief APAC regional equity strategist, says he expects South Korean stocks to bounce back after the drop that triggered a circuit breaker. He speaks with with Haidi Stroud-Watts and Shery Ahn on Bloomberg. (Source: Bloomberg)...
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