00:003 numbers before the open. 6,012.44 on the KOSPI, up 6.63%.
00:07Scott Hynix posted record operating profit of 83 trillion won.
00:11And foreign investors flipped back to net buyers.
00:14It's Thursday, October 29th.
00:15Here's what today's story could mean for the Korean market.
00:18The KOSPI closed at 6,012.44 yesterday, up 374.10 points, or 6.63%.
00:30Since October 14th, the KOSDAQ added 3.69% to 771.28.
00:36Samsung Electronics rose 9.01%, and SK Hynix jumped 10.89%.
00:43Scott Square gained 11.23%, and Samsung Electromechanics climbed 8.74%.
00:50Here's what the numbers show.
00:51Scott Hynix reported third-quarter sales of 104.6 trillion won, with an operating margin of 79.7%.
00:58That beat analyst estimates by about 8%.
01:02The company also said DRAM and HBM supply is effectively sold out through 2029.
01:07That's the number that matters most for the sector.
01:10Demand is not fading yet.
01:12Foreign investors bought 13.8 trillion won worth of Korean stocks over two sessions.
01:17Retail investors sold 18 trillion won in the same window.
01:21The rebound had two drivers.
01:22Easing fears about AI monetization and a return of foreign buying.
01:27Analysts at Shinhan Investment and Kiwum Securities both point to the long-term supply commitments as the reason sentiment recovered.
01:34Share buybacks also returned.
01:36Scott Hynix plans to buy roughly 20 trillion won of its own shares from October 29th through January 28th.
01:43Margin debt fell to 29.6 trillion won, the first time below 30 trillion since August.
01:49Investor deposits rebounded to 90.1 trillion won.
01:53Cash on the sidelines is building, and forced selling pressure is easing.
01:56So what does this mean for stock investors watching the open?
01:59Earlier, we said the Kospi's rebound depends on whether foreign buying holds.
02:03Here's what that actually means for you.
02:05Watch the foreign flow data over the next few sessions, not just the index level.
02:10The semiconductor names remain the focus.
02:12Watch whether Samsung's earnings release confirms the strong outlook,
02:16because analysts say that would reinforce confidence in a floor for the large-cap index.
02:21Watch the Kospi 200 index reshuffle on December 10th.
02:25Samsung SDI and LG Electronics could face roughly 3.2 trillion won in sector ETF selling pressure,
02:33while Dayduck Electronics could see buying demand from its index inclusion.
02:36Position sizing matters more than the headline this week.
02:39That's today's AI Prism, Stock Investors.
02:42This episode was produced with AI Assistants based on Seoul Economic Daily Reporting.
02:48AI Prism is a Juan IFRA award-winning series.
02:51We'll be back tomorrow.
