00:02you're listening to ai prism from seoul economic daily three numbers before the open
00:10japan's bank stocks are up roughly five times since 2022 on buybacks alone china's hottest
00:17robot ipo just lost 46 of its value in a week and the fed's favorite inflation gauge just came in
00:25hotter than expected here's what all three mean for your portfolio today it's wednesday august 26th
00:33here's what today's story could mean for the korean market shareholder returns became the
00:39defining theme of the korean market this year with mandatory share cancellation rules and new
00:44tax breaks reshaping how companies return cash meanwhile china's chip and robotics ipo boom
00:52hit a wall this week as unitry's stock cratered after a blowout debut and fresh u.s inflation data
00:59added uncertainty ahead of next month's fed decision for cosby and cosdaq traders both threads point to
01:06the same question which numbers actually support today's prices and which don't here's what the
01:13numbers show korean listed companies decided a combined 43.2 trillion won in cash dividends in
01:20the first half about 85 percent of all of last year's total while share cancellations hit 21.4
01:28trillion won last year four times the level two years earlier japan's megabanks including mitsubishi ufj
01:36and sumitomo mitsui ramped up buybacks and dividends starting in 2022 and the topics bank index has since
01:43climbed roughly fivefold ntt kept buying back shares and raised its dividend for 16 straight years
01:50yet its stock rose only about 7.5 percent this year trailing the topics is 20.6 percent gain
01:57because telecom growth stalled ymtc filed for a shanghai ipo seeking 33 billion yuan about 6.9 trillion
02:06won aiming to overtake samsung electronics and sk hynix as the world's top nand maker by next year
02:15unitry's stock hit a first day high 629 percent above its ipo price then fell 46 percent over the next
02:22week as investors questioned real world revenue which made up only about nine percent of its humanoid
02:28robot sales u.s july pce inflation came in at 3.7 percent year on year just above the 3
02:36.6 percent
02:37forecast keeping pressure on the fed ahead of this week's jackson hole meeting so what does this mean
02:43for traders watching the korean market today earlier we said japan's bank stocks show what real buyback
02:49driven gains look like while ntt shows what happens without earnings growth behind them here's what that
02:56actually means for you watch korean sectors where buybacks are paired with rising profits not just
03:02cancellation headlines since sk securities data show semiconductors carry the highest earnings momentum
03:08score even with the lowest dividend payout ratio among major sectors also watch this week's jackson
03:15hole comments and any further pullback in unitary linked robotics names since both could swing foreign
03:20flows into cosby that's today's ai prism stock investors this episode was produced with ai assistance based
03:28on seoul economic daily reporting and reviewed by a human editor ai prism is a juan ifra award-winning
03:35series we'll be back tomorrow you've been listening to ai prism from seoul economic daily
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