00:02you're listening to ai prism from seoul economic daily it's monday august 10th let's look at what
00:09this means for retail investors in korea here's what's moving under the surface of your portfolio
00:14foreign investors dumped nearly six trillion won in chip stocks in a single week at the same time
00:22money is flooding into a corner of the etf market you may not be watching and korea's market just
00:29posted its healthiest breadth in months even on down days foreign investors have been rotating
00:35out of semiconductors and into biotech defense and autos since early august samsung electronics and
00:43sk hynix are both sitting near their lowest foreign ownership levels of the year the shift reflects
00:49lingering doubts about how long the ai chip cycle can keep running foreign investors sold 5.9183
00:57trillion won roughly 4.2 billion dollars of chip and component stocks between august 3rd and 7th
01:05samsung electronics foreign ownership fell to 46.63 percent down 5.77 percentage points from this
01:14year's high covered call etf assets in korea hit 25.985 trillion won or about 18.6 billion dollars
01:25up 70 percent from 15.0373 trillion won at the end of last year on days the cost befell in
01:34the first
01:34week of august 53.3 percent of individual stocks still rose well above this year's down day average
01:42of 30.9 percent so what does this mean for you if you're holding chip names or considering an etf
01:50switch
01:50earlier we said money is moving into a corner of the market you might not be watching that corner
01:57is covered call funds which trade upside for steady payouts in choppy markets if your holdings are
02:03concentrated in samsung or sk hynix the foreign selling pressure is a signal to watch position sizing
02:10not a call to act and the improving market breadth suggests the rally may be broadening beyond chips
02:17which is worth knowing whether you're adding or holding that's today's ai prism retail investors
02:25this episode was produced with ai assistance based on soul economic daily reporting and reviewed by a
02:33human editor ai prism is a juan ifra award-winning series we'll be back tomorrow you've been listening
02:40to ai prism from soul economic daily
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