- [Hanmi Data Lab] May 3rd Week (18-22) Stock Radar
- This week, the signal for the Korean stock market to watch was not Nvidia, but memory.The strength of Micron, Sandisk, and Seagate is directly linked to major Korean semiconductor companies and the storage valu...
- 2026-05-24
- [Hanmi Data Lab] May Week 3 (18-22) Capital Rotation Radar
- This week, funds were more sensitive to the South Korean semiconductor exposure market than to emerging markets as a whole.The strength of EWY showed that global funds are re-evaluating Korea as part of the AI ...
- 2026-05-24
- [Hanmi Data Lab] Week 3 of May (18th-22nd) Money Radar
- The starting point for the Korean stock market this week was not the New York indices, but oil prices and interest rates.The won/dollar exchange rate hovering around 1500 won tested the sustainability of foreig...
- 2026-05-24
- Kevin Walsh inaugurated as new Fed Chair at the White House
- Kevin Warsh was sworn in as chairman of the Federal Reserve Board of Governors on Friday, the 22nd. President Donald Trump praised Warsh, a former Fed governor, as a leader who can restore the central bank's cr...
- 2026-05-23
- US Trade Representative, "Impose comprehensive semiconductor tariffs at the appropriate time... Not immediately"
- Jamieson Greear, the representative of the U.S. Trade Representative (USTR), stated on the 22nd (local time) that a comprehensive tariff on semiconductors would be imposed at an appropriate time, but not immedi...
- 2026-05-23
- Kevin Wash Takes Office as Federal Reserve Chairman... Mentions "Independence" and "Reform-Oriented"
- The new Chairman of the U.S. Federal Reserve (Fed), Kevin Worshi, was sworn in on the 22nd (local time).Worshi took the oath of office at the White House, presided over by U.S. President Donald Trump, stating, ...
- 2026-05-23
- [Korea-US Data Lab] Naver Analytics, The Problem is 'Supply and Demand Trust'
- The force weighing down Naver's stock price is not solely short-selling.Foreign and institutional inflows have not yet definitively returned.The Dunamu and Baemin variables are growth momentum, but the core is ...
- 2026-05-22
- [Focus] Undisclosed Central Labor Relations Commission mediation proposal... Questions remaining after Samsung Electronics labor and management tentative agreement
- Samsung Electronics management and labor signed a tentative agreement at 10:44 PM on the 20th, the day before the scheduled full-scale strike. Although the Central Labor Relations Commission's proposed mediati...
- 2026-05-21
- Samsung Electronics Shareholder Group: "Performance bonus tied to 12% operating profit is illegal"…Legal action
- A Samsung Electronics shareholder group, the 'Shareholder Movement Headquarters of Korea', declared on the 21st that the provisional agreement reached between Samsung Electronics' management and labor on wage n...
- 2026-05-21
- Samsung Electronics Averted Disaster for Korean Economy… High Inflation, Interest Rates, and Exchange Rates Remain Variables
- With Samsung Electronics' labor and management reaching an agreement on performance-based pay disputes on the 20th, avoiding a strike, hopes are rekindled that the semiconductor boom, which has led the economic...
- 2026-05-21
- The Korea Economic Daily: Concerns of a 100 trillion won fatal blow; Samsung Electronics labor and management reach tentative agreement at the brink
- "Knowing the negative impact of a Samsung Electronics strike, if our society cannot resolve it, what else can we do in the future? It is a desperate and regretful feeling. Strikes must be prevented." (Statement...
- 2026-05-21
- Foreign Media on 'Samsung Strike': "Global Supply Chain Crisis" ... Also Diagnosed as "Limited Impact"
- Major foreign media outlets reported the news of a full-scale strike by the Samsung Electronics labor union as an emergency news bulletin, after the company and its union failed to reach an agreement on May 20....
- 2026-05-20
- Samsung Electronics Labor and Management Resume Wage Negotiations... Minister of Labor Directly Mediates
- Wage negotiations between Samsung Electronics management and labor, which were on the brink of a general strike due to the breakdown of post-mediation, will resume. Minister of Employment and Labor Kim Young-ho...
- 2026-05-20
- [Korea-US Data Lab] Report "The Trigger is the US Bond Market, the Fuse is Korea's Debt-to-Equity Ratio"
- As of May 19th (local time), the U.S. 30-year Treasury yield surpassed 5.18% during intraday trading, reaching a level not seen since 2007. The 10-year yield also stood around 4.66%. Inflationary pressures fro...
- 2026-05-20
- Samsung Electronics labor and management, 'parallel lines' on one contentious issue…final showdown at 10 AM
- Samsung Electronics' labor and management failed to reach an agreement on the second day of the second post-mediation session with the National Labor Relations Commission (NLRC) on the 19th, two days before a g...
- 2026-05-20
- Google Search, Changed by AI for the First Time in 25 Years... "Like Gemini Now"
- Google Search is set to undergo its biggest transformation in 25 years as it enters the era of artificial intelligence (AI).At its annual developer event, 'Google I/O,' held at the Shoreline Amphitheatre in Mou...
- 2026-05-20
- Korea-Japan to push crude oil and petroleum product swaps... "Joint response to supply chain crisis"
- Korea and Japan will push for the establishment of a crude oil and petroleum product swap system on the occasion of the South Korea-Japan summit held in Andong, Gyeongsangbuk-do on the 19th.This move comes as t...
- 2026-05-19
- [Hanmi Data Lab] 2nd Week of May (11th-15th) Money Insight
- The theme of this week's market trend is ‘Costs over Engines.’ This week's market was both a bull run and a testing ground. AI semiconductors remained the engine of the market.However, the market is no long...
- 2026-05-19
- [Hanmi Data Lab] Week 2 of May (11th-15th) Stock Radar
- The theme for this week's market trend is 'From Memory to Infrastructure'. This week's Stock Radar focuses not on making buy/sell decisions for specific stocks, but on understanding how the AI infrastructure c...
- 2026-05-19
- [Hanmi Data Lab] May Week 2 (11th-15th) Capital Rotation Radar
- The theme for this week's market movement is "The Clash Between Premium and Position Adjustment." This week, funds did not leave the market; they strategically repositioned themselves. Early in the week, global...
- 2026-05-19
Iranian Foreign Ministry: "Continuing Message Exchanges with the U.S. and Activities of Mediating Countries"
Esmaeil Baghaei, Spokesperson for the Iranian Ministry of Foreign Affairs [Xinhua, Yonhap News file photo]Esmaeil Baghaei, spokesperson for the Iranian Ministry of Foreign Affairs, stated on the 26th
President Yoon: "Do You Really Think You Are Safe from a Special Counsel?"... Final Statement Video Released
President Yoon Suk Yeol rebuking the special prosecutor on the 24th. [Court Video / Subtitled GIF from @birds_justice X account] A video capturing the live footage of President Yoon Suk Yeol’s final
President Yoon, regarding the first-instance ruling on the Public Official Election Act: “An excessive political verdict that distorts the facts… We will appeal immediately.”
The first-instance sentencing hearing for President Yoon Suk Yeol regarding violations of the Public Official Election Act is being broadcast live at Seoul Station on the 27th. [Photo=Yonhap News]Pres
WSJ: "SK Hynix ADR Premium Is a Sign of AI Trading Overheat"
Advertisement for SK Hynix ADR listing in New York's Times Square [Reuters=Yonhap News file photo]The Wall Street Journal (WSJ) has pointed out that the price of SK Hynix’s American Depositary Recei
'Godfather of Japanese Mystery Novels' Keigo Higashino Passes Away After Battle with Cancer at 68
Famous Japanese mystery novelist Keigo Higashino [AFP=Yonhap News]It has been belatedly reported that Keigo Higashino, the "godfather of Japanese mystery novels" and author of bestsellers such as "The
[Park Pil-kyu Security Column] To the Ignorant Trying to Clothe a Beast in Sheep's Clothing
Rep. Kim Byung-joo of the Democratic Party of Korea [Photo=Yonhap News]“The Air Force Academy doesn't teach you how to fly a plane!” “The Army, Navy, and Air Force academies are exactly the
[Issue Diagnosis] Two Effects of the Election Petition Review
[Photo] Evidence of Election Fraud Flooding U.S. Media… Trump Had 2.7 Million Votes Stolen
[Video] U.S. Semiquincentennial Air Show... 'Art in the Sky' streaks across New York
[Editorial Cartoon] A Draconian Law That Undermines Freedom of Expression
