Samsung Pledged 110T Won. Hynix Won the Week.
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SK Hynix pledged a 40 trillion won buyback-and-cancel. Two days later Samsung pledged 110 trillion. The smaller number won, and here is why.
#KOSPI
5 posts
KRW Stabilized at 1,481, So Why Did SK Hynix Crash 38%?
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The won firmed to 1,481 and SK Hynix still crashed 38% from its peak. The five new engines behind it, and a fact-check of the scenarios from two weeks ago.
Foreigners Sold 150T Won: Why SK Hynix Falls First
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Foreigners dumped 150 trillion won on the KOSPI as the won hit 1,540. Why the most-held names crack first, the ADR myth, and the downside scenarios.
KOSPI's 8,000 Breaks: Real Crisis or Just a Fit?
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The M7, semis, the KOSPI and SK Hynix all fell together. This is not rotation, it is a cash grab. The mechanics of the deleveraging, and what survives.
Kospi Hit 9,000 While Foreigners Dumped $75B+
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The Kospi doubled in H1 2026 as foreigners sold a record 100 trillion won. How retail margin debt absorbed it, the 56% chip concentration, and the outlook.