00:03Korea's wealthiest investors just went all-in on chips.
00:08One single ETF pulled in 431.9 billion won in a matter of weeks.
00:15At the same time, oil ETFs are spiking on Middle East risk.
00:20And bond ETFs are catching a bid too.
00:23It's Wednesday, July 22nd.
00:26Here's what investors are watching in Korea today.
00:29Samsung Electronics and SK Hynix have led Korea's chip rally this quarter as memory prices recovered.
00:36Leveraged 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,
00:48concentrated almost entirely in semiconductor-leverage products.
00:54Here's what the numbers show.
00:55High-net-worth investors with over 1 billion won in assets funneled 431.9 billion won,
01:03or $29.3 million, into the Codex SK Hynix Leverage ETF, the single largest leveraged buy this month.
01:14The Codex Samsung Electronics Leverage ETF drew 136.5 billion won, or $9.3 million, in net buying,
01:25trailing only the SK Hynix fund.
01:28Renewed Hormuz Strait tensions pushed oil ETFs sharply higher this week.
01:33Codex WTI Crude Oil Futures Enhanced logged its steepest one-day gain in 20 trading days.
01:43Korean government bond ETFs also rallied on the same Middle East uncertainty,
01:48with bond prices climbing 13% over the past seven weeks.
01:52So what does this mean for global investors tracking Korea's markets?
01:57Earlier, we said one single ETF pulled in 431.9 billion won in a matter of weeks.
02:05That concentration means retail money is now riding on Samsung and SK Hynix moving in lockstep,
02:13with no room for a split outcome between the two chipmakers.
02:16The parallel move into oil and bond ETFs shows the same investors hedging that semiconductor bet
02:24against a geopolitical shock.
02:27Watch three things this week.
02:29SK Hynix's next earnings call, Samsung's upcoming print,
02:33and whether crude prices hold their current gains.
02:37That's today's AI Prism Securities Daily.
02:40This episode was produced with AI assistance based on Seoul Economic Daily reporting,
02:45and reviewed by a human editor.
02:48AI Prism is a Juan Ifra award-winning series.
02:51We'll be back tomorrow.
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