00:03korea's financial regulator has flip-flopped on single stock leverage products three times in three weeks difficult then under review
00:13then pushing ahead samsung electromechanics just locked in a 10-year mlcc supply deal with big tech and its q2
00:22operating profit doubled
00:25sk hynix's american depositary receipts are down more than eight percent in a month and a buyback is reportedly on
00:32the table the national pension funds reserve has slipped toward 1 900 trillion won as its domestic stock portfolio lost
00:425.64 percent in a month and the so-called father of etfs just told korean investors let it die
00:50naturally don't force a delisting on single stock leverage
00:54funds it's friday july 31st here's what investors are watching in korea today korea's markets are caught between policy whiplash
01:05and hard numbers today regulators are still figuring out how to rein in leverage products even as pension money and
01:12blue chip earnings tell different stories samsung electromechanics and sk hynix show two sides of the same chip cycle
01:21one locking in a.i demand the other absorbing a u.s sell-off here's what the numbers show korea's
01:29regulator called leverage ratio adjustments difficult on july 16th under review on july 24th and under active pursuit by july
01:3929th three reversals in three weeks that traders say undercut confidence in the rules
01:44samsung electromechanics samsung electromechanics posted 440 billion won in q2 operating profit roughly double a year earlier on a new
01:5410-year supply deal covering ai server grade mlcc's with more than 10 global customers
02:01sk hynix shares fell 5.64 to 1 million 320 000 won after its earnings call left shareholder return plans
02:11undefined and its adr has dropped over 8 percent in the past month alongside a broader chip sector correction
02:19the national pension fund's reserve stood at 1 900.6 trillion won as of early june but a domestic stock
02:28return of negative 5.64 percent this past month has erased roughly 300 trillion won of the gains built up
02:36since january
02:37regulators separately proposed requiring pharma and biotech ipo filings to disclose pipeline discontinuation rates closing an information gap that has
02:47inflated some listing
02:49valuations so what does this mean for global market followers tracking korea today
02:56earlier we said regulators have flip-flopped three times in three weeks here's what that means for you
03:03expect more headline volatility on leverage rules before any final framework lands watch samsung electromechanics order book
03:12and sk hynix's october earnings call for the next read on whether the ai chip cycle can outrun the
03:18a broader correction and watch how far the national pension funds equity losses run since a fund that
03:25size retreating removes one of the market's largest buyers just as volatility peaks
03:31that's today's ai prism securities daily this episode was produced with ai assistance based on
03:38sole economic daily reporting and reviewed by a human editor
03:42ai prism is a juan ifra award-winning series we'll be back tomorrow
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