- WSJ: "SK Hynix ADR Premium Is a Sign of AI Trading Overheat"
- The Wall Street Journal (WSJ) has pointed out that the price of SK Hynix’s American Depositary Receipts (ADRs) is trading at a significant premium compared to its underlying shares listed in South Korea, warn...
- 2026-07-27
- [Korea-US Data Lab] Money Insight for the 4th Week of July (20th–24th)
- The market has not abandoned AI The market has not discarded the growth potential of AI. However, as rising international oil prices pressure corporate earnings forecasts and climbing U.S. long-term interest ra...
- 2026-07-26
- [Korea-US Data Lab] July 4th Week (20th–24th) Stock Radar
- Strong Earnings, Yet Stock Prices Fell While AI, defense, and nuclear power are all classified as long-term growth industries, the criteria the market uses to evaluate their corporate value differ. For AI, the ...
- 2026-07-26
- [Hanmi Data Lab] July 4th Week (20th–24th) Capital Rotation Radar
- Capital shifted from AI to defensive stocks Capital flowing out of tech stocks did not exit the market entirely. In the U.S., energy, industrials, materials, real estate, and some defense and biotech stocks sh...
- 2026-07-26
- [Korea-US Data Lab] July 4th Week (20th–24th) Money Radar
- Will the AI correction spread to the broader market? Two risk thresholds that the market was monitoring last week were breached simultaneously this week. Brent crude surged past $100 per barrel, and the 10-year...
- 2026-07-26
- SpaceX stock price halves... "Short sellers reap 22 trillion won in valuation gains"
- Short sellers betting against SpaceX are currently seeing paper profits of $15.5 billion (approximately 22.8 trillion won).Reuters reported this on the 23rd (local time), citing data compiled by financial analy...
- 2026-07-24
- SpaceX overtakes Meta, pushing it down to 8th place in U.S. market capitalization
- SpaceX has seen its market capitalization evaporate by over $1 trillion (1,489 trillion won) since peaking about a month ago, causing it to fall to 8th place among major U.S. companies, according to a report by...
- 2026-07-21
- [Korea-US Data Lab] 3rd Week of July (13th–17th) Money Insight
- The judgment framework left by the market this week is the "cost pass-through from Hormuz." West Texas Intermediate (WTI) rose 15.5% over the week, closing at $82.49 per barrel on the 17th. Brent crude also cli...
- 2026-07-19
- [Hanmi Data Lab] July 3rd Week (13th–17th) Stock Radar
- The theme of this week's market trend can be summarized as “Earnings beat, but stocks lost.” Looking solely at the fundamentals of the semiconductor industry, it is difficult to explain this week's ...
- 2026-07-19
- [Korea-US Data Lab] Capital Rotation Radar for the 3rd week of July (July 13–17)
- The theme of capital rotation this week is ‘Same Company, Two Prices.’ SK Hynix’s Nasdaq listing has broadened the capital-raising channels for Korean companies. At the same time, it has simultane...
- 2026-07-19
- [Hanmi Data Lab] 3rd Week of July (13th–17th) Money Radar
- The theme of this week's market flow is "Energy Shock and the Divergence of Interest Rates." Last week, Money Radar posed four questions: whether international oil prices would stabilize around $70 per barrel, ...
- 2026-07-19
- Yesterday a buying sidecar, today a selling sidecar… the stock market is dancing
- Following the KOSPI market, a sidecar (temporary suspension of program sell orders) was also triggered in the KOSDAQ market on the 16th amid a sharp market downturn.According to the Korea Exchange, the program...
- 2026-07-16
- [Korea-U.S. Data Lab] Report|How long will the 'Memory Super Cycle' last?
- The current memory supercycle is likely to continue until 2027. However, as new domestic and international production capacity gradually enters the market, the period around 2029–2030 is more likely to shift ...
- 2026-07-15
- Wall Street gets a commission boost from SpaceX… Signaling 'record-breaking performance'
- Driven by the IPO of SpaceX and a revival in mergers and acquisitions (M&A), investment banking fee revenue for major U.S. banks on Wall Street is expected to reach its highest level in four and a half years fo...
- 2026-07-14
- KOSPI plunges over 8%, falls below 7,000 during intraday trading… Circuit breakers triggered
- Sell-side sidecar followed by circuit breaker... Trading suspended for 20 minutes before resumptionSamsung Electronics plunges 9%... SK Hynix crashes 13%, dropping to the high 1.8 million won range Following an...
- 2026-07-13
- KOSPI plunges over 8%, breaking below the 2,700 mark during intraday trading... Circuit breaker triggered
- On the 13th, the KOSPI plunged over 8%, dropping below the 7,000 mark and triggering a circuit breaker that temporarily halted trading.As of 1:51 p.m. today, the KOSPI stood at 6,880.97, down 594.97 points (7.9...
- 2026-07-13
- [Hanmi Data Lab] 2nd Week of July (6th–10th) Money Insight
- Last week, Money Insight asked whether foreign spot selling was ceasing, if the KRW/USD exchange rate was returning to below 1,530 won, whether the flow of funds in margin loans and single-stock leveraged produ...
- 2026-07-12
- [Hanmi Data Lab] July 2nd Week (6th–10th) Stock Radar
- Last week, Stock Radar raised several questions: whether the sell-off in memory stocks like Micron and SanDisk was stabilizing; whether the correction in Nvidia would spread to Korean memory stocks; whether Met...
- 2026-07-12
- [Hanmi Data Lab] 2nd Week of July (6th–10th) Capital Rotation Radar
- Last week, the Capital Rotation Radar raised questions about whether foreign selling of spot stocks is slowing down, whether individual buying is driven by long-term value investing or leveraged bets, whether t...
- 2026-07-12
- [Hanmi Data Lab] Money Radar for the 2nd Week of July (July 6–10)
- Last week, Money Radar posed four questions: Would international oil prices stabilize around $70 per barrel? Would the U.S. 10-year Treasury yield rise above 4.5%? Would the semiconductor correction be limited ...
- 2026-07-12