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2026年10月21日星期三
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Alteogen ALT-B4 Powers Keytruda SC as Celltrion and Samsung Bioepis Field Rival Korean SC Platforms
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Alteogen ALT-B4 Powers Keytruda SC as Celltrion and Samsung Bioepis Field Rival Korean SC Platforms

Alteogen ALT-B4 powers Keytruda SC with up to $890M MSD milestones. Celltrion and Samsung Bioepis now field rival Korean SC platforms ahead of Keytruda's 2028 patent cliff.

2026.07.19.3
SKHY Lands in 11 Korean Active ETFs Six Days After Nasdaq Debut — Three Things to Watch Ahead of Q2 Earnings
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SKHY Lands in 11 Korean Active ETFs Six Days After Nasdaq Debut — Three Things to Watch Ahead of Q2 Earnings

SK Hynix ADR (SKHY) entered 11 Korean active ETFs within six days of its July 10 Nasdaq debut. Q2 results come July 22 — three factors every investor must track.

2026.07.19.2
Korea Triples Chip ETF Deposit to ₩30M, Halts New Listings as 'SamNick' Funds Draw ₩7.3 Trillion
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Korea Triples Chip ETF Deposit to ₩30M, Halts New Listings as 'SamNick' Funds Draw ₩7.3 Trillion

Korea's FSC tripled the minimum deposit for Samsung and SK Hynix leveraged ETFs to ₩30M and halted new listings after ₩7.3T in total net inflows as funds fell nearly 50%.

2026.07.18.2
HYBE Q2 2026 Earnings Preview: BTS World Tour Targets ₩1.2 Trillion Quarter
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HYBE Q2 2026 Earnings Preview: BTS World Tour Targets ₩1.2 Trillion Quarter

HYBE (352820.KS) Q2 2026 results due late July; consensus revenue ₩1.2T (~$822M), +70.5% YoY. BTS world tour powers first full stadium-concert quarter.

2026.07.18.2
Naver vs Coupang 2026: KRW 33 Billion Kurly Bet and First Fulfillment Centers Reset Korea E-Commerce Race
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Naver vs Coupang 2026: KRW 33 Billion Kurly Bet and First Fulfillment Centers Reset Korea E-Commerce Race

Naver injected KRW 33B into Kurly (stake to 6.2%) and is scouting its first fulfillment centers as Coupang data breach handed Korea No. 2 a 45% MAU surge.

2026.07.18.3
Samsung Q2 2026 Full Results Due July 30: Three Figures Behind the ₩89.4T Headline
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Samsung Q2 2026 Full Results Due July 30: Three Figures Behind the ₩89.4T Headline

Samsung posted ₩89.4T operating profit in Q2 2026 (preliminary, July 7). Full segment breakdown — DS, MX, foundry — releases July 30. Three numbers that will move 005930.KS.

2026.07.17.2
SKHY ADR Premium Drops 28 Points From 51% to 23% in Two Sessions: Constitution Day, Options Expiry
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SKHY ADR Premium Drops 28 Points From 51% to 23% in Two Sessions: Constitution Day, Options Expiry

SKHY ADR premium compressed from a same-session peak of 51% on July 14 to ~23% on July 16 in two sessions. KRX closed today for Korea's reinstated Constitution Day.

2026.07.17.1
Bank of Korea's First Rate Hike in 3.5 Years: 2.75%, October Next, 3% by Year-End
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Bank of Korea's First Rate Hike in 3.5 Years: 2.75%, October Next, 3% by Year-End

Bank of Korea hikes 25bp to 2.75% (7-0 vote): first rate rise in 3.5 years. CPI at 3.2%, October hike expected, year-end consensus 3%. Won firms; bank stocks jump.

2026.07.17.2
SKHY Q2 2026 Earnings: Date, Consensus, and Three Metrics to Watch
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SKHY Q2 2026 Earnings: Date, Consensus, and Three Metrics to Watch

SK Hynix (SKHY) releases Q2 2026 results July 22; conference call July 29 at 9 a.m. KST. Consensus OP ~₩65T vs ₩9.2T in Q2 2025. Three metrics Nasdaq investors need to watch.

2026.07.16.2
BoK Raises to 2.75% in 3.5-Year First: What the Hike Means for KB, Shinhan, and Hana NIM
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BoK Raises to 2.75% in 3.5-Year First: What the Hike Means for KB, Shinhan, and Hana NIM

Bank of Korea unanimously raised rates 25bp to 2.75% on July 16 — first hike in 3.5 years. What it means for NIM, H2 earnings, and buybacks at KB, Shinhan, and Hana.

2026.07.16.3
BoK Hikes July 16: KB Financial, Shinhan, and Hana — The NIM Playbook for Tomorrow
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BoK Hikes July 16: KB Financial, Shinhan, and Hana — The NIM Playbook for Tomorrow

BoK is set to hike 25bp to 2.75% on July 16 — its first rate hike since 2023. Here is what the decision means for KB, Shinhan, and Hana Financial NIMs.

2026.07.15.4
SKHY ADR Premium Swings From 3% to 26% in First Week: What Investors Must Know
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SKHY ADR Premium Swings From 3% to 26% in First Week: What Investors Must Know

SK Hynix SKHY ADR premium spiked to 25.6% during Seoul's 15.4% crash on July 13, settling at 16% by July 14 close. How the premium works and what it means for US investors.

2026.07.14.2