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2026年8月26日水曜日
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米国市場・金融の最新ニュース

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Korean Retail US Stock Holdings Cross ₩300 Trillion as AI Rally Outpaces KOSPI Boom
ニュース

Korean Retail US Stock Holdings Cross ₩300 Trillion as AI Rally Outpaces KOSPI Boom

Korean retail investors — locally nicknamed "Seohak Ants" (the colloquial term for Koreans buying overseas equities) — pushed their US stock holdings above ₩300 tril

2026.05.17.0
Korean PM Threatens Emergency Arbitration as Samsung Electronics Strike Looms
ニュース

Korean PM Threatens Emergency Arbitration as Samsung Electronics Strike Looms

PM Kim Min-seok told the nation Sunday that Seoul will weigh emergency arbitration if Samsung's 18-day chip strike proceeds, citing damage up to ₩100T.

2026.05.17.0
Hyundai Wia Weighs ₩370–880B Sale of K9/K2 Artillery Unit to Sister Rotem
ニュース

Hyundai Wia Weighs ₩370–880B Sale of K9/K2 Artillery Unit to Sister Rotem

Hyundai Wia is exploring a ₩370–880B sale of its defense unit to sister affiliate Hyundai Rotem, transferring K9 howitzer barrels and K2 tank main guns 50 years afte

2026.05.16.1
Wall Street Chip Rout Stacks Onto Friday's 6.1% KOSPI Plunge, Setting Up Anxious Monday for Samsung, SK Hynix
ニュース

Wall Street Chip Rout Stacks Onto Friday's 6.1% KOSPI Plunge, Setting Up Anxious Monday for Samsung, SK Hynix

If Monday opens down another 3-4%, do I cut KOSPI exposure or buy the dip? That depends entirely on whether you believe the AI memory trade is correcting or ...

2026.05.16.46
LG Uplus Launches Carrier-Exclusive Galaxy Buddy5 at ₩528,000, Extending Samsung's Budget 5G Push
ニュース

LG Uplus Launches Carrier-Exclusive Galaxy Buddy5 at ₩528,000, Extending Samsung's Budget 5G Push

LG Uplus began nationwide sales of the carrier-exclusive Samsung Galaxy Buddy5 at ₩528,000, a Korean rebrand of the Galaxy A17 5G originally launched in August 2025.

2026.05.16.0
MSCI Cuts Three Korean Stocks in May Review, Shrinking Korea Index to 77
ニュース

MSCI Cuts Three Korean Stocks in May Review, Shrinking Korea Index to 77

MSCI deleted Hanjin KAL, HD Hyundai Marine Solution and SK Biopharmaceuticals from the MSCI Korea Index in its May 2026 review, with no Korean additions.

2026.05.16.1
Samsung Chairman Lee Jae-yong Apologizes Days Before Looming 18-Day Chip Strike
ニュース

Samsung Chairman Lee Jae-yong Apologizes Days Before Looming 18-Day Chip Strike

Samsung Chairman Lee Jae-yong bowed three times Saturday in his first public apology over the 18-day chip strike, as Reuters revealed a 607% memory bonus offer.

2026.05.16.0
Kakao Books ~300x Return on ₩2B Dunamu Seed, Pivots ₩1T to AI
ニュース

Kakao Books ~300x Return on ₩2B Dunamu Seed, Pivots ₩1T to AI

Kakao Investment will sell its 6.55% Dunamu stake to Hana Bank for ₩1.003 trillion on June 15, booking roughly a 300x return on ₩35.5B invested since 2012 and earmarking proceeds for AI.

2026.05.16.25
Samsung Presidents Bow in Public Apology as 18-Day Chip Strike Looms
ニュース

Samsung Presidents Bow in Public Apology as 18-Day Chip Strike Looms

Samsung's presidential leadership issued a rare public apology on May 15, with 18 executives bowing over an unresolved labor dispute as an 18-day strike looms May 21

2026.05.15.0
SK Hynix, Micron Eye HBM Wins as Samsung Strike Threatens 3-4% DRAM Cut
ニュース

SK Hynix, Micron Eye HBM Wins as Samsung Strike Threatens 3-4% DRAM Cut

A planned 18-day strike at Samsung Electronics' (005930.KS) chip division has moved from possibility to base case after final-round mediation collapsed, threatening

2026.05.15.5
KB, Shinhan, Woori Defend SEC Risk Filings Over Korea's Inclusive-Finance Push
ニュース

KB, Shinhan, Woori Defend SEC Risk Filings Over Korea's Inclusive-Finance Push

KB Financial Group (KB금융지주, 105560.KS), Shinhan Financial Group (신한지주, 055550.KS) and Woori Financial Group (우리금융지주, 316140.KS) — three of Korea's top banking holdin

2026.05.15.1
Korean Chip ETFs Top ₩3T and ₩1T as KOSPI Touches 8,000, Then Plunges 6.1%
ニュース

Korean Chip ETFs Top ₩3T and ₩1T as KOSPI Touches 8,000, Then Plunges 6.1%

Two Korean semiconductor ETFs crossed marquee asset thresholds within 24 hours of each other, evidence that Korean savers and institutions are channeling the AI-memo

2026.05.15.0