00:02한국 브로케어 집사 한번에 올려야 될 세계란렐라
00:06정ёт에서 다녀와 former 브로케어 집사 동점에 올려야 될 거라고
00:212.3%
00:23Meanwhile, investor deposits at brokerages slipped below $100 trillion won
00:27for the first time since February.
00:30It's Thursday, August 13.
00:33Here's what investors are watching in Korea today.
00:35Two forces drove the profit surge—
00:38heavy trading volume and a fast-growing wealth management business.
00:42But the cash sitting in brokerage accounts is shrinking at the same time,
00:45which is unusual in a strong tape.
00:48A large share of that money did not leave the market.
00:50It left the country, chasing U.S.-listed chip exposure.
00:55Here's what the numbers show.
00:57Korea's top 10 brokerages earned more than $10 trillion won in first-half net profit,
01:02roughly $7.1 billion, up 129% year-on-year.
01:07Korea Investment & Securities posted $1.73 trillion won,
01:13about $1.2 billion, for second place.
01:17Short Pause
01:18Minerai Asset Securities cleared $1 trillion won in quarterly net profit
01:23for a second consecutive quarter, an industry first.
01:27Matter-of-fact investor deposits fell to $97.9 trillion won as of August 11,
01:33close to $70 billion, the lowest level in six months.
01:37Korean retail investors bought $1.3 trillion won of SK Hynek's American depository receipts,
01:44near $930 million, their second-largest overseas purchase after the SOXLETF.
01:52That ADR traded around $141, roughly 33% above the sole-listed shares.
01:58So what does this mean for global investors following the Korean market?
02:03Earlier we said deposits fell below $100 trillion won.
02:07Here's what that actually means for you.
02:09Brokerage earnings and idle client cash are now moving in opposite directions,
02:13which suggests the profit surge is carried by wealth management fees and proprietary results,
02:18rather than retail order flow.
02:20And the ADR premium shows where the cash went, offshore, into the same Korean chipmaker, at a 33% markup.
02:28Watch whether deposits stabilize through late August or keep draining.
02:32Watch third-quarter brokerage guidance for any sign the fee boom is peaking.
02:36And watch the SK Hynek's ADR premium as a live gauge of offshore demand for Korean semiconductors.
02:43That's today's AI Prism, Securities Daily.
02:46This episode was produced with AI Assistants based on Seoul Economic Daily reporting
02:51and reviewed by a human editor.
02:54AI Prism is a Won Ifra award-winning series.
02:57We'll be back tomorrow.
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