Foreigners Sold 150T Won: Why SK Hynix Falls First
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Foreigners dumped 150 trillion won on the KOSPI in H1 as the won hit 1,540. Why do SK Hynix and Samsung, the most-held and most-appreciated names, crack first? The feedback loop, the ADR myth vs. reality, the 4,700T capex weight, and the downside scenarios.