#KOSPI

33 posts
Economy

The Korea discount explained: how chaebol structure shapes what Korean stocks are worth

Why do some of the world's best-known companies — makers of the phones, chips and ships that sit in global supply chains — trade at lower valuations than similar firms in the US or Europe? Investors h...

2026.10.08 · 13 min read · views 826
The Korea discount explained: how chaebol structure shapes what Korean stocks are worth
Economy

The “Korea discount” explained: why profitable Korean companies trade below book value

A fund manager in London runs a screen for cheap stocks with solid earnings. Korean names keep coming up: profitable exporters, global brands, order books stretching years out — trading at a fraction ...

2026.09.22 · 16 min read · views 856
The “Korea discount” explained: why profitable Korean companies trade below book value
Economy

Korea Market Brief — KOSPI holds 7,000 as $100 oil and witching-day selling hit (Sept 10)

Seoul spent Thursday doing something it has not had to do often this year: defending a round number. The KOSPI opened soft, ran up to 7,072.79, then fell all the way to 6,898.45 in the middle of the s...

2026.09.10 · 16 min read · views 1,239
Korea Market Brief — KOSPI holds 7,000 as $100 oil and witching-day selling hit (Sept 10)
Economy

Korea Market Brief — KOSPI closes above 7,000 for the first time in 33 sessions (Sept 9)

The KOSPI finally did the thing it had been failing to do since late July: it closed above 7,000. Seoul's benchmark ended Wednesday, September 9, at 7,051.64, up 97.12 points (+1.40%) — its first clos...

2026.09.10 · 14 min read · views 1,470
Korea Market Brief — KOSPI closes above 7,000 for the first time in 33 sessions (Sept 9)
Economy

Korea Market Brief — KOSPI touches 7,171 then closes down 0.58% as oil spikes (Sept 8)

Seoul spent Tuesday proving that 7,000 is a level, not a destination. The KOSPI opened above the round number for the first time in 15 trading sessions, ran to 7,171.52 at its intraday peak, and then ...

2026.09.08 · 16 min read · views 1,077
Korea Market Brief — KOSPI touches 7,171 then closes down 0.58% as oil spikes (Sept 8)
Economy

Korea Market Brief — KOSPI surges 4.61% to 6,995 as foreigners return to chip stocks (Sept 7)

Seoul spent the first week of September watching everyone head for the exit at once. On Monday, two of the three doors reversed direction — and the index moved 308 points. The KOSPI closed at 6,995.39...

2026.09.07 · 15 min read · views 1,111
Korea Market Brief — KOSPI surges 4.61% to 6,995 as foreigners return to chip stocks (Sept 7)
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Economy

Korea Market Brief — KOSPI climbs 1.64% and the won hits a 14-month high (Sept 4)

Seoul spent most of this week being pushed around by things happening somewhere else — oil, US yields, a brutal Wednesday. On Friday the pressure finally came off, and it came off in the two places th...

2026.09.04 · 14 min read · views 1,165
Korea Market Brief — KOSPI climbs 1.64% and the won hits a 14-month high (Sept 4)
Economy

Korea Market Brief — KOSPI swings 243 points to close up 0.26% as buybacks do the work (Sept 3)

Seoul spent Thursday proving a point it has been making all week: the KOSPI can finish almost exactly where it started and still be a deeply unsettled market. The index opened up more than 1%, climbed...

2026.09.03 · 17 min read · views 1,467
Korea Market Brief — KOSPI swings 243 points to close up 0.26% as buybacks do the work (Sept 3)
Economy

Korea Market Brief — KOSPI drops 3.99% as oil and yields overwhelm record buybacks (Sept 2)

Seoul spent the whole session trying to work out whether the buyback bid still meant anything, and by the close the answer was no. The KOSPI fell 3.99% to 6,562.72, a 273-point drop that erased the pr...

2026.09.02 · 18 min read · views 920
Korea Market Brief — KOSPI drops 3.99% as oil and yields overwhelm record buybacks (Sept 2)
Economy

Korea Market Brief — Samsung and SK hynix buybacks hold up the KOSPI as August exports jump 68.7% (Sept 1)

Seoul spent most of Tuesday looking like it was going to break. The KOSPI opened lower, followed the overnight weakness on Wall Street down to a loss of as much as 1.28% in the morning, and then, with...

2026.09.01 · 17 min read · views 1,128
Korea Market Brief — Samsung and SK hynix buybacks hold up the KOSPI as August exports jump 68.7% (Sept 1)
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