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Episode Description:
Brent crude jumped past $98 on Houthi attack claims, the won-yen rate hit a near two-year high, and Korea's depository clarified SK Hynix's ADR conversion cap.
Brent crude rose 4.35% to $98.42 a barrel following Houthi strikes on Saudi tankers. The won-dollar rate closed at 1,466.8 won, its lowest since May, as foreign investors bought Korean stocks for a fourth straight day. Korea Securities Depository CEO Lee Yoon-soo confirmed SK Hynix's ADR conversion limit remains at 2.5%, addressing confusion over a 25% figure. Samsung Electric also extended its AI-component supply streak with a new MLCC deal.

Sources:
- Won-Dollar Rate Hits Two-Month Low on Foreign Buying — Seoul Economic Daily, July 23 2026
- SK Hynix ADR Conversion Cap Clarified at 2.5% — Seoul Economic Daily, July 23 2026

About AI PRISM:
AI PRISM is Seoul Economic Daily's WAN-IFRA award-winning newsroom AI series, delivering Korean economic news adapted for global audiences. Episodes are produced with AI assistance and reviewed by a human editor.

Tags:
#KOSPI #SKHynix #WonDollar #OilPrices #SamsungElectric #AIPRISM #SeoulEconomicDaily #WANIFRA

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00:02you're listening to AI prism from Seoul economic daily three numbers before the open
00:08$98.42 899.461 and 40 percent
00:19here's what moved overnight it's Friday July 24th here's what today's story could mean for
00:26the Korean market Brent crude spiked 4.35 percent to $98.42 a barrel on Houthi tanker attack claims
00:36while the won yen rate fell below 900 for the first time in nearly two years
00:43SK Hynix ADR conversion clarifications also hit the wires addressing a 30 percent price gap that
00:50had confused traders Samsung electric extended its AI component winning streak with another
00:57major MLCC deal here's what the numbers show the one dollar rate closed at 1466.81 down
01:0813.31 its lowest close since May 7th as foreign investors bought Korean equities for a fourth
01:15straight session Korea securities depository CEO Lee Yoon Soo confirmed the SK Hynix ADR conversion
01:24cap is 2.5 percent not the rumored 25 percent clarifying the SEC filing figure that sparked
01:32the price gap confusion domestic dividend ETFs tracking the SCHD strategy pulled in 323.6 billion won over the
01:44past month with the underlying Dow Jones US dividend 100 index up 19.54 percent this year versus the S
01:53&P 500's
01:559.55 percent Samsung electric's AI server MLCC deal its third since May reinforces a segment where the
02:05company holds over 40 percent global share so what does this mean for traders watching Korean equities
02:12today rising oil adds a cost side risk for energy import heavy sectors while the won strength reflects
02:20genuine confidence in Korea's GDP outperformance rather than pure dollar weakness watch the SK Hynix ADR
02:29premium still around 30 percent since the depository has now confirmed no near-term conversion relief is
02:36coming that's today's AI prism stock investors this episode was produced with AI assistance based on Seoul
02:46economic daily reporting and reviewed by a human editor AI prism is a won ifra award-winning series
02:55we'll be back tomorrow you've been listening to AI prism from Seoul economic daily
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