00:05foreign investors watching korea just saw something unusual the cosby fell 8.95
00:14percent while the nikai dropped under two percent korea's four largest chip names lost about 1522
00:22trillion won roughly one trillion dollars in market value in three weeks yet the index now
00:31trades at a forward pe of 6.36 near its 2008 crisis low hong kong and taiwan rose on the
00:41same days korea
00:42sank that divergence is the real story for anyone weighing a korea allocation today
00:50it's tuesday july 14th here's why global investors are paying attention to korea today
00:58the sell-off accelerated after sk hynix completed its usadr listing removing a major catalyst
01:06korea investment and securities then cut its second quarter operating profit estimate for the company
01:12below consensus renewed u.s iran conflict around the strait of hormuz added an oil and shipping cost
01:20shock on top here's what the numbers show the cosby fell 8.95 versus a 1.92 percent drop for
01:31the nikai
01:31while hong kong and taiwan indexes gained samsung and sk hynix together shed 1 372 trillion won about 918
01:44billion dollars over three weeks korea investment and securities set sk hynix's second quarter operating
01:52profit at 60.4 trillion won roughly eight percent below the near 65 trillion won consensus the cosby's
02:0212-month forward pe slid to 6.36 close to the 6.3 seen in the 2008 crisis consensus 2026
02:13operating
02:14profit for cosby firms rose 5.27 percent over the past month to 970.8 trillion won about 649 billion
02:25investor deposits fell to 105.5 trillion won roughly 71 billion dollars the lowest since february
02:37brent crude for september rose more than four percent to around 79 dollars a barrel as hormuz
02:44traffic thinned to six ships a day mu fg's market cap topped 42 trillion yen about 388 trillion won or
02:55260
02:56billion dollars making it japan's most valuable listed firm so what does this mean for global investors
03:04weighing korea exposure earlier we said korea diverged from its regional peers here's what that actually means
03:13for you a forward pe near the 2008 low against a 5.27 upgrade to profit forecasts signals a positioning
03:24driven sell-off favoring selective re-entry over a broad underweight late july earnings from samsung
03:32and sk hynix and the hyperscaler calls starting with alphabet on the 22nd will decide whether the ai
03:39capex trade resets or resumes that's today's ai prism global investors this episode was produced with ai
03:51assistance based on sole economic daily reporting and reviewed by a human editor ai prism is a juan ifra
03:59award-winning series we'll be back tomorrow you've been listening to ai prism from sole economic daily
04:06you
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