00:00if you hold samsung electronics or korea focused etf today's news directly affects what you're sitting on three things move
00:07the market this week let's look at them one by one it's friday october 30th let's look at what this
00:13means for retail investors in korea samsung electronics just announced an additional shareholder return of up to seventy five trillion
00:20one mostly through share buybacks and cancellations the company has already committed thirty trillion one in cash dividends pushing this
00:27year's total payout to roughly thirty five
00:29trillion one the stock still fell four point one three percent to two hundred thirty two thousand one because the
00:36details of the extra payout were not disclosed here's what the numbers show ubs cut its 12-month cosby target
00:42from eight thousand to seven thousand five hundred points its second downgrade this year one has appreciated about fifteen percent
00:49since june and ubs estimates that could pull cosby earnings per share down two percent this year and ten percent
00:56next year foreign investors were net sellers in october but they
00:59returned to net buyers this week which ubs reads as a positive signal samsung reported a record third quarter operating
01:06profit of one hundred seven point four trillion one with memory sales up four hundred twenty seven percent year on
01:13year next generation hbm4e chip is scheduled to begin mass production in the first half of next year dx division
01:20which covers smartphones and tvs posted an operating loss of eight hundred billion one its second straight quarterly loss on
01:28the retirement side the
01:29the government plans to remove underperforming default options from pension plans an analysis found 17 products with below median returns
01:37and above median fees holding about three hundred forty two billion one in assets meanwhile an actively managed u.s
01:44index etf has been holding a three times leveraged s p 500 fund with that stake rising to nearly eight
01:51percent in a single
01:52investors investors in these products should check the total exposure not just the label so what does this mean for
01:57retail investors holding korean equities or etfs the core message is that samsung's big payout is not yet fully defined
02:05so the stock may stay volatile until the january board decision ubs sees the near-term pressure as a currency
02:11driven adjustment not the start of a long earnings downturn earlier we said the one strength could hurt earnings here's
02:18what that actually means for you
02:19if you hold export heavy stocks the currency is now a direct earnings risk not just background noise keep an
02:26eye on the foreign flow data and the january samsung announcement those are the two things that could change the
02:31picture most that's today's ai prism retail investors this episode was produced with ai assistance based on sole economic daily
02:40reporting ai prism is a won ifra award-winning series we'll be back tomorrow
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