00:00Three numbers before the open, Samsung posted a record $107.4 trillion in third-quarter operating
00:06profit, the first global tech company to clear $100 trillion in a single quarter. Yet Samsung's
00:12shares fell 4.13%, and the Cosby gave back the $6,000 level it had just reclaimed.
00:19Scuck Innovation's refining and lubricant business hit an all-time high, while a three-times
00:24leveraged ETF is raising questions about rule-bending. It's Friday, October 30th.
00:28Here's what today's story could mean for the Korean market.
00:31Samsung reported third-quarter revenue of $195.3 trillion and operating profit of $107.4 trillion.
00:41Memory sales surged 427% year-on-year to $140.7 trillion. The chip division accounted for roughly
00:4999% of total operating profit. Here's what the numbers show. The Cosby closed at 5,937.66,
00:57down 1.24%, after opening at 6,048.58. The index fell to an intraday low of 5,817.92.
01:08Samsung's 30 trillion won dividend was announced, but the remaining shareholder return of 55 to
01:1475 trillion won was left undisclosed. Analysts at Daishin Securities estimate total return at
01:2190 to 110 trillion won. Samsung's shares dropped even on a record earnings day. And this pattern
01:28has appeared in several recent quarters. Scuck Innovation's operating profit reached 3.7 trillion
01:33won, up 532.6% year-on-year, driven by export margins as Middle East refinery capacity and Russian
01:42diesel exports were constrained. Scuck InMove's lubricant unit crossed 1 trillion won in a single
01:48quarter, a record. Scuck InMove still posted an operating loss of 80.5 billion won, though the
01:55loss narrowed 35.5%. Scuck InMove still posted an operating loss of 80.5 billion won, though the
02:02loss narrowed 35.5%. Gaon Cable secured a 120 billion won supply deal with a U.S. tech giant for
02:10AI data
02:11center projects, and Mireille Asset Securities agreed to acquire Japan's Sanko Securities for about
02:1647.6 billion won, with a 100 billion yen capital injection. And a three-times leveraged ETF held
02:24inside a domestic active fund, pushed effective equity exposure to roughly 115% of net assets,
02:31drawing regulatory criticism. So what does this mean for stock investors watching the open? For one,
02:35Samsung's earnings beats did not translate into share price strength, which tells you the market
02:41is pricing in the return gap, not the profit headline. Earlier, we said the shareholder return
02:46details would determine the direction of the stock. Here's what that actually means for you.
02:51Watch the January disclosure of the remaining 55 to 75 trillion won before reading the next move in
02:57semiconductors as a clear trend. For energy names, the refining margin tailwind looks durable into next
03:03year. But Scott & Move's own management called its lubricant surge unlikely to repeat. Treat that
03:09segment as a cyclical peak, not a new baseline. And for active ETF holders, check the leverage
03:15embedded in your fund before assuming it tracks the index. That's today's AI Prism, Stock Investors.
03:21This episode was produced with AI Assistants based on Seoul Economic Daily Reporting.
03:26AI Prism is a Juan IFRA award-winning series. We'll be back tomorrow.
