Economic and Security Summits with Canada, Australia, and Others... President Lee's 'Pragmatic Diplomacy' [3-Minute Brief]

MARKET INDEX : Year to date○All three major U.S. stock indices closed higher, driven by strong earnings from select tech companies such as Amazon. ○The ongoing rally continued, but gains were limited due to profit-taking. ○Some Federal Reserve officials made hawkish remarks.Top3 NEWS■ President Lee Holds Consecutive Economic and Security Summits with Canada, Australia, and Others... 'Pragmatic Diplomacy' Bears Fruit [Gyeongju APEC]○Signed a secret information protection agreement with Canada ○Australian Prime Minister visits POSCO steel plant ○Upgraded relationship with New Zealand to strategic partnership■ [Gyeongju APEC] Energy Leaders Seek Power Solutions in the 'AI Era'○Nuclear industry leaders, including TerraPower, discuss 'energy mix' ○"How to address both power demand and carbon neutrality at the same time" ○Exploring Asia-Pacific regional cooperation using U.S. LNG■ Facility Investment in September Up 12.7%... Largest Increase in Seven Months (Comprehensive)○Sha

Money Management

11.03 08:00

Xi Jinping Visits Korea for the First Time in 11 Years... All Eyes on His "Gift Package" [3-Minute Brief]

MARKET INDEX : Year to date ○ All three major U.S. stock indexes in New York fell simultaneously amid growing caution over increased AI spending by big tech companies. ○ Relief over the U.S.-China trade agreement is mixed with concerns about a temporary truce. ○ Federal Reserve Chair Jerome Powell's comment that "it's too early to say a rate cut will come in December" further dampened investor sentiment. Top3 NEWS ■ Xi Jinping's First Visit to Korea in 11 Years... Focus on Lifting the Korean Wave Ban and Restoring Economic Cooperation [Gyeongju APEC] ○ Xi Jinping arrives in Korea via Gimhae Airport on the morning of the 30th. ○ Summit meeting with President Lee Jaemyung scheduled for November 1. ○ Discussions expected on rare earth supply chains, AI cooperation, and more. ■ Hanwha, HD Hyundai, and Samsung Heavy Industries Launch the 'Masga Project' ○ Korean shipbuilders are leading investment, planning, and construction. ○ 150 billion dollars invested, with financial guarantees. ○

Money Management

10.31 07:26

Securities Research Heads: "Consistent Market Stimulus Policies Are Key to KOSPI 5000 Leap"

There are suggestions that for the KOSPI, which has set a historic milestone by surpassing the 4,000 mark, to leap toward the era of "KOSPI 5000," consistent government efforts to stimulate the stock market and enhanced corporate competitiveness are essential. At the "Market Experts Meeting for the Leap to the KOSPI 5000 Era" held at the Korea Exchange in Yeouido on the 30th, research center heads from six securities firms attended to discuss future market outlooks and the challenges to achieving KOSPI 5000. Park Heechan, Head of Research at Mirae Asset Securities, who opened the discussion, stated, "Currently, some companies, especially in the semiconductor sector, are performing well, but as China catches up in terms of price competitiveness and technology, the range of industries in which Korea maintains global competitiveness is gradually narrowing." He emphasized that redefining mid- to long-term industrial policy is a prerequisite for the sustained rise of the stock index. Lee By

Money Management

10.30 17:16

President Lee: "Leading Multilateral Cooperation... Proposes AI Initiative" [3-Minute Brief]

MARKET INDEX○The three major U.S. stock indices ended mixed as the Federal Reserve's "hawkish rate cut" comments impacted the market.○Powell: "A December rate cut is not a foregone conclusion."○Nvidia rose 3% amid the AI boom, reaching a market capitalization of 5 trillion dollars.TOP 3 NEWS■ [Gyeongju APEC] President Lee: "We will lead the path of multilateral cooperation"○Special address at the APEC CEO Summit ○"Protectionism and prioritizing national interests are in crisis... APEC solidarity will shine even brighter." ○President Trump visits Korea for the first time in six years... Summit held at Gyeongju National Museum■ SK Hynix achieves record-high quarterly operating profit of 11.3834 trillion won in Q3 (Comprehensive)○Surge in memory demand drives up both DRAM and NAND prices ○General memory demand also expands as it coincides with the data center replacement cycle ○HBM4 shipments imminent... The "semiconductor supercycle" is in full swing■ President Lee meets g

Money Management

10.30 07:23

'Five Thousand Points' Becoming Reality... Securities Firms Raise Targets Amid Historic Bull Market

The figure of 'KOSPI 5000,' once thought of as a distant prospect, has begun to appear in securities firms' annual outlook targets for 2026. Amid this historic stock market boom, there is a growing perception that achieving the 'Ocheonpi' (KOSPI 5000) promised by the Lee Jaemyung administration is no longer just political rhetoric, but an attainable goal. According to the Korea Exchange on October 30, the KOSPI closed at 4,081 the previous day, up 1.7%, setting another all-time high. SK Hynix, which posted a record quarterly operating profit of over 1 trillion won in the third quarter of this year, saw its market capitalization surpass 400 trillion won, while Samsung Electronics, now firmly above the 100,000 won mark, is on the verge of reaching a market capitalization of 600 trillion won.'Three Lows Boom' Rally to Return?Amid this record-breaking rally, analysts in the securities industry suggest that the Korean stock market has entered a period of structural transformation. KB Securi

Money Management

10.30 06:54

[Tariff-Driven Corporate Tax Confusion] ① Profits Fall Due to Tariffs... But Are Taxes Unchanged?

Editor's NoteThe Korea-US tariff negotiations were finalized on the 29th, relieving companies from tariff-related uncertainties. However, the impact of the 15% reciprocal tariffs is highly likely to extend to issues regarding taxes (corporate tax). For companies where a domestic parent sells products to its US-based subsidiary, the amount of tax paid in each country may differ depending on which entity bears the losses from the tariff increase. If the parent company absorbs an excessive portion of the losses, the Korean government will inevitably face a reduction in tax revenue. The Asia Business Daily examines the tax uncertainties facing Korean companies and explores response strategies to minimize them. [Editor's Note] A domestic food company exporting K-food to the United States is now inevitably facing reduced profits due to the tariff hike. The issue is not limited to tariffs alone; there is also a high likelihood of encountering uncertain tax (corporate tax) issues. This is beca

Money Management

10.30 06:10

Despite Government Regulations, Housing Outlook Index Hits Four-Year High [3-Min Brief]

MARKET INDEX : Year to date ○ The three major New York stock indexes once again hit record highs ○ Optimism about AI and expectations for big tech earnings ○ Nvidia rose 5%, reaching an all-time high Top3 NEWS ■ "Expectations for Higher Home Prices Hit Four-Year High... Surpassing June" ○ October Housing Price Outlook Index: 122 ○ Surged to the level of the 2021 'panic buying' period ○ "Prices have returned to pre-June 27 policy levels" ■ Foreign Investors Usher in KOSPI 4000 Era and Push Samsung Electronics to 100,000 Won ○ Foreign investors drive 'KOSPI 4000' and 'Samsung Electronics at 100,000 Won' ○ Net purchases of 5.8 trillion won in KOSPI this month ○ Purchased 5.1 trillion won of Samsung Electronics during the same period ■ Home Appliances Outperform Despite Economic Downturn, Fast Food Stands Out in Service Sector ○ National Brand Competitiveness Index: 61 industries, 222 brands ○ Average score fell to 75.0 points, down from last year ○ Home appliances suc

Money Management

10.29 07:17

The '4,000 Era of Dreams'... '1 Million Won per Share' Achieved [3-Minute Brief]

MARKET INDEX○ US New York Stock Exchange rallies across the board on hopes for a US-China 'trade truce'○ Fed likely to cut rates on the 29th after CPI comes in below expectations○ Big tech earnings from Alphabet, Apple, Microsoft, and others also in focusTOP 3 NEWS■ KOSPI ushers in the '4,000 era'... Samsung Electronics hits '1 million won per share'○ On the morning of the 27th, KOSPI surpasses 4,030 during trading hours ○ Large-cap stocks such as Samsung Electronics and SK Hynix show strong performance together ○ Japan's Nikkei index also breaks through the 50,000 mark for the first time during trading hours■ Samsung hits '1 million won per share' for the first time ever... Lee Jae-yong's New Samsung in full swing○ Market capitalization grows by 60% in three years since Lee Jae-yong took office ○ Continued large-scale orders as semiconductor technology recovers ○ Challenges include foundry yield and profitability of US plants■ Government eases regulations, private sector activates cap

Money Management

10.28 07:29

"Never Ask ChatGPT for Investment Advice"... High Risk of Losing All Your Funds [Tech Talk]

Economic and Security Summits with Canada, Australia, and Others... President Lee's 'Pragmatic Diplomacy' [3-Minute Brief]

Xi Jinping Visits Korea for the First Time in 11 Years... All Eyes on His "Gift Package" [3-Minute Brief]

Securities Research Heads: "Consistent Market Stimulus Policies Are Key to KOSPI 5000 Leap"

President Lee: "Leading Multilateral Cooperation... Proposes AI Initiative" [3-Minute Brief]

'Five Thousand Points' Becoming Reality... Securities Firms Raise Targets Amid Historic Bull Market

[Tariff-Driven Corporate Tax Confusion] ① Profits Fall Due to Tariffs... But Are Taxes Unchanged?

Despite Government Regulations, Housing Outlook Index Hits Four-Year High [3-Min Brief]

The '4,000 Era of Dreams'... '1 Million Won per Share' Achieved [3-Minute Brief]

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