00:02you're listening to ai prism from seoul economic daily foreign investors watching korea this week
00:08are staring at three numbers the cosby just fell roughly 40 percent over the past month
00:15on leveraged unwinding samsung electronics posted the largest quarterly operating profit
00:21of any global tech company and korea's 100 largest tech firms by market cap
00:27only 13 of them are korean it's friday july 31st here's why global investors are paying attention
00:35to korea today korea's chip-heavy market has been whipsawed by a chinese d-ram maker's blockbuster
00:43listing even as samsung just posted record earnings the fed's latest rate hold added fresh uncertainty
00:50to global capital flows meanwhile forced liquidations tied to leveraged retail bets
00:56are adding pressure on korean equities here's what the numbers show the fed held rates at 3.50 to 3
01:04.75
01:05for a second straight meeting with three dissenting governors pushing for a hike chinese d-ram maker
01:12cxmt surged 466 on its shanghai debut hitting a market cap near 701 trillion won and korea's cosby
01:23heavily weighted towards samsung and sk hynix dropped about 40 percent over the past month as leveraged
01:30positions unwound samsung electronics posted 89.5 trillion won in quarterly operating profit
01:38the largest of any global tech firm this quarter driven by hbm4 supply expansion
01:44sk hynix cannot announce shareholder returns until august 4th due to usadr disclosure rules even as its
01:53stock has nearly halved in a month a taiwanese survey found just 13 korean firms rank among asia's top 100
02:01tech companies by market cap versus 44 each from taiwan and japan so what does this mean for global
02:08investors tracking korea today earlier we said the cosby fell roughly 40 percent on leveraged unwinding
02:15here's what that actually means for you korea's market concentration risk is now fully exposed
02:22two stocks samsung and sk hynix drive the index and forced liquidations can accelerate moves in either
02:29direction fast watch sk hynix's august 4th disclosure window and september's fomc meeting as the next two
02:38catalysts for korea exposure that's today's ai prism global investors this episode was produced with ai
02:46assistance based on seoul economic daily reporting and reviewed by a human editor ai prism is a won ifra
02:54award-winning series we'll be back tomorrow you've been listening to ai prism from seoul economic daily
댓글