Topic
KOR Investing
Yesterday I sat through SK Hynix’s earnings call feeling frustrated. The company posted ₩60 trillion in operating profit — a genuinely historic number — and the stock fell…
KOR Investing
Another day, another sell-side sidecar. This morning Samsung Electronics and SK Hynix both plunged, the KOSPI cratered, and trading curbs kicked in yet again. At this point KOSPI…
KOR Investing
Nvidia doesn’t usually buy equity stakes in foreign internet companies. So when news broke today that the Nvidia Naver stake would make the chip giant Naver’s third-largest shareholder,…
KOR Investing
This month, my covered call ETF distribution did something that shouldn’t be possible at first glance. The payout from my KODEX 200 Target Weekly Covered Call dropped from…
KOR Investing
Naver vs Coupang has quietly become one of the most interesting corporate rivalries in Korea, and I have a personal reason to find it fascinating: I actually worked…
KOR Investing
Today, July 10, 2026, is the day SK Hynix begins trading on the Nasdaq under the ticker “SKHY.” The SK Hynix Nasdaq listing is being called historic, and…
KOR Investing
Samsung Q2 earnings just delivered one of the most stunning numbers in the company’s history, and yet Samsung Electronics shares are falling today. If that sounds contradictory, you’re…
KOR Investing
South Korea’s biggest South Korea semiconductor investment in history isn’t going where you’d expect. President Lee Jae-myung just unveiled an 800 trillion won (roughly $580 billion) plan for…
KOR Investing
I was out walking today when a sign on a construction site stopped me. It read “Worker Waiting Area” — but not just in Korean. The same words…
KOR Investing
It’s a Monday afternoon and I’m eating watermelon. Cold, sweet, in season — sitting at my kitchen table with no meeting to rush to, no boss wondering where…
