
Korea's KRW 1,100 Trillion Pension Giant Faces USD 43.5 Billion Selling Overhang as KOSPI Rally Breaches Domestic Equity Cap
South Korea's National Pension Service sold USD 920M in four days and may need to offload up to USD 43.5B more as the KOSPI's 94% rally pushed domestic equity weight above 30%, breaching a 28.8% ceiling before the June 30 grace-period deadline.

Korea's 'Korea Discount' Cure Freezes IPO Market: HD Hyundai, LS, SK Ecoplant Shelve USD 6 Billion in Listings as Dual-Listing Rules Stall
South Korea's dual-listing ban has paralysed the KOSPI IPO pipeline — 2026 H1 fundraising collapsed 91% to USD 700M as HD Hyundai Robotics (USD 5.4B), SK Ecoplant, and LS Group shelve major listing plans.

KCC Corporation Q1 2026: Net Income Surges 393% to KRW 217B as Investment Gains Overshadow Flat Revenue and Declining Operating Profit
KCC Corporation (002380.KS) reports Q1 2026 net income of KRW 217 billion, up 393% year-on-year, driven by KRW 562 billion in financial income from its Momentive Global investment, while operating profit fell 14.8% on rising SG&A costs.

GS Group Enters 1.2 GW AI Data Center Race, Leverages Power-Plant Co-Location to Challenge Tech-First Rivals
GS Group is in talks with the South Korean government to build two 1.2-gigawatt AI data centers, leveraging its power generation and construction arms for a vertically integrated push.

Celltrion Remsima SC Commands 31% EU5 Market Share as Phase 3 Crohn's Data Affirms 44-Week Efficacy
Celltrion presented 44-week Remsima SC Phase 3 Crohn's data at AOCC&IMKASID 2026 in Seoul. The subcutaneous biosimilar holds a 31% EU5 market share in Q4 2025 and US Zimpetra prescriptions tripled in Q1 2026 year-on-year.

TKG-IMM Consortium Takes Control of April Bio in KRW 346.8 Billion Capital Raise, Targets KRW 20 Trillion Market Cap in Five Years
TKG Huchems and IMM Investment are set to control April Bio after a KRW 346.8 billion capital raise, fueling an aggressive push toward a KRW 20 trillion market cap within five years.

Youngone Corp Net Profit More Than Doubles in Q1 2026 on FX Windfall and OEM Rebound
Youngone Corp (111770.KS) net profit surged 113.2% YoY to KRW 149.7B in Q1 2026, driven by a KRW 58B FX translation windfall and strong OEM demand from The North Face, Lululemon and Patagonia.

KakaoBank to Acquire Masten Capital for KRW 24.1 Billion, Enters Capital-Finance Race With Auto Loan Ambitions
KakaoBank (323410.KS) will pay KRW 24.1 billion for a 100% stake in Masten Capital, marking its entry into Korea's auto and installment finance market by year-end 2026.

Korea's Presidential Chip Push: Samsung, SK Hynix to Sign KRW 300T Honam Cluster June 29 as Yongin Fast-Tracked a Decade
President Lee meets Samsung Chairman Lee Jae-yong June 25 to finalize KRW 300T+ Honam semiconductor cluster, signing set June 29-30 in Gwangju. Yongin mega-cluster pulled forward by a decade to 2034-35 alongside Samsung KRW 110T capex commitment.

Samsung and LG Race to Build the USD 176 Billion AI Modular Home Market
Samsung Electronics and LG Electronics are racing to dominate a USD 176 billion smart housing market by bundling AI, HVAC, and modular prefab homes — a pivot beyond traditional white goods.

KOSPI Eyes Historic 9,000 as SK Hynix Extends Market-Cap Crown on Micron Earnings Beat
South Korea's KOSPI surged 5.6% toward 9,000 on Thursday as SK Hynix jumped 11.6%, extending its new role as Korea's largest listed company after Micron's AI-driven earnings beat.

Samsung C&T Posts 7.5% Revenue Growth in Q1 2026, Net Income Jumps 15.9% on Bio Surge
Samsung C&T Q1 2026: Revenue KRW 10.47T (+7.5% YoY), OP KRW 720.4B (-0.6%), Net Income KRW 1.086T (+15.9%). Bio segment drove 67% of operating profit. Construction backlog KRW 92.4T.