00:03korea's wealthiest investors just went all-in on chips one single etf pulled in 431.9 billion won
00:14in a matter of weeks at the same time oil etfs are spiking on middle east risk and bond etfs
00:21are catching a bid too it's wednesday july 22nd here's what investors are watching in korea today
00:28samsung electronics and sk hynix have led korea's chip rally this quarter as memory prices recovered
00:35leveraged single stock etfs let investors take an amplified bet on where those two stocks move next
00:43this week seoul brokerages flagged a fresh wave of high net worth buying concentrated almost entirely
00:50in semiconductor leverage products here's what the numbers show high net worth investors with over
00:571 billion won in assets funneled 431.9 billion won or 29.3 million dollars into the codex sk hynix
01:09leverage etf the single largest leveraged by this month the codex samsung electronics leverage etf
01:18drew 136.5 billion won or 9.3 million dollars in net buying trailing only the sk hynix fund renewed
01:29hormu straight tensions pushed oil etfs sharply higher this week codex wti crude oil futures enhanced
01:38logged its steepest one-day gain in 20 trading days korean government bond etfs also rallied on the same
01:46middle east uncertainty with bond prices climbing 13 percent over the past seven weeks so what does
01:53this mean for global investors tracking korea's markets earlier we said one single etf pulled in
02:00431.9 billion won in a matter of weeks that concentration means retail money is now riding on samsung and
02:10sk hynix
02:11moving in lockstep with no room for a split outcome between the two chip makers the parallel move into
02:18oil and bond etfs shows the same investors hedging that semiconductor bet against a geopolitical shock
02:26watch three things this week sk hynix's next earnings call samsung's upcoming print and whether
02:34crude prices hold their current gains that's today's ai prism securities daily this episode was
02:41produced with ai assistance based on sole economic daily reporting and reviewed by a human editor
02:47ai prism is a juan ifra award-winning series we'll be back tomorrow
02:52ai prism is a juan ifra award-winning series we'll be back in the future we'll be back in the
02:54future we'll be back in the future we'll be back in the future we'll be back in the future we'll
02:54be back in the future we'll be back in the future we'll be back in the future we'll be back
02:54in the future we'll be back in the future we'll be back in the future we'll be back in the
02:55future we'll be back in the future we'll be back in the future we'll be back in the future we'll
02:55be back in the future we'll be back in the future we'll be back in the future we'll be back
02:55in the future we'll be back in the future we'll be back in the future we'll be back in the
02:55future we'll be back in the future we'll be back in the future we'll be back in the future we'll
02:55be back in the future we'll be back in the future we'll be back in the future we'll be back
02:55in the future we'll be back in
댓글