00:02You're listening to AI Prism from Seoul Economic Daily.
00:06Three numbers before the open.
00:08Kospi down for a second straight day,
00:11foreigners dumping another 2.9 trillion won,
00:14and Samsung Electronics defying its own dividend curse.
00:19Samsung just broke a six-quarter losing streak on its ex-dividend day.
00:24SK Hynix didn't get the same memo.
00:27It slipped on a messy, solid-time listing issue.
00:30U.S. 10-year yields just hit their highest level since 2007.
00:35Gold's 10% monthly drop shows the market isn't in full risk-off mode either.
00:40It's Wednesday, September 30th.
00:43Here's what today's story could mean for the Korean market.
00:46Korea's Kospi fell 0.27% to 6,870.81
00:53as foreign investors extended a two-day selling spree
00:56driven by a spike in U.S. Treasury yields
00:59and OpenAI's decision to pause training on its next AI model over safety concerns.
01:06Samsung Electronics traded through its own dividend ex-date,
01:10the day the right to a payout expires,
01:12a session that has historically triggered heavy selling as arbitrage positions unwind.
01:17Despite an early slide to 266,000 won,
01:21bargain hunting and expectations for even bigger shareholder returns next month
01:26pulled the stock into positive territory by the close.
01:29Here's what the numbers show.
01:31Samsung Electronics closed up 0.93% at 272,500 won,
01:39recovering from an intraday low of 266,000 won
01:43to snap a six-quarter streak of ex-dividend day declines.
01:48Foreign investors sold 602.2 billion won of Samsung
01:52and 1.5564 trillion won of SK Hynix,
01:57driving SK Hynix down 0.17% to 1,765,000 won
02:05on top of its Solidime dual-listing overhang.
02:08The KOSPI closed at 6,870.81,
02:12down 18.93 points, or 0.27%,
02:17as foreigners net sold 2.903 trillion won,
02:22while individuals bought 1.1432 trillion won,
02:26and institutions bought 121 billion won.
02:30The U.S. 10-year Treasury yield broke above 5.2% this week,
02:34its highest level since 2007, pressuring risk assets globally.
02:40Samsung's third-quarter payout totals 4,568 won per share,
02:45370 won regular plus 4,198 won special,
02:51for a roughly 1.7% dividend yield,
02:54with brokerages estimating annual shareholder returns
02:57could still reach 13,046 to 16,115 won per share
03:04once October's earnings land.
03:06Gold, meanwhile, dropped 9.4% over the past month
03:10to 183,940 won per gram on the KRX,
03:17tracking a slide in international spot prices
03:19to around $4,136 an ounce.
03:23So what does this mean for the Korean market?
03:26Earlier, we said Samsung defied its own dividend curse.
03:30Here's what that actually means for you.
03:32If foreign selling keeps hitting SK Hynix
03:35on the Solidime overhang,
03:37while Samsung holds up on shareholder return hopes,
03:40expect the two chip giants to keep trading
03:43in opposite directions into next month's earnings.
03:46Watch three things.
03:48Samsung's actual dividend announcement,
03:50due at its late October earnings release,
03:52whether U.S. Treasury yields keep climbing past 5.2%
03:56and pressure Korean tech stocks further,
03:59and whether foreign selling in SK Hynix eases
04:02once the Solidime listing issue is resolved.
04:06That's today's AI Prism, Stock Investors.
04:09This episode was produced with AI Assistants
04:12based on Seoul Economic Daily reporting
04:15and reviewed by a human editor.
04:18AI Prism is a Juan Ifra award-winning series.
04:21We'll be back tomorrow.
04:22You've been listening to AI Prism
04:24from Seoul Economic Daily.
04:26The
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