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![[KOSPI Inside] '100 Trillion Won Erased in One Month' - Assessing KOSPI 200 and Leverage ETF Capital Flow Scenarios Amid Market Slump](https://daily-stock.kr/stdaily/uploads/202607/gen_6a69a548c39205.06151373.png)
[KOSPI Inside] '100 Trillion Won Erased in One Month' - Assessing KOSPI 200 and Leverage ETF Capital Flow Scenarios Amid Market Slump
Amid soaring market volatility, the net assets of South Korea's ETF market, which previously exceeded 500 trillion won, plunged by nearly 100 trillion...
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![[KOSPI Story] 'The Disappearing Year-End Selling Bomb' Changes in Supply and Demand Patterns Around KOSPI Ex-Dividend Dates and Checking Scenarios from the Introduction of Separate Taxation](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6853de39f570.50345434.png)
[KOSPI Story] 'The Disappearing Year-End Selling Bomb' Changes in Supply and Demand Patterns Around KOSPI Ex-Dividend Dates and Checking Scenarios from the Introduction of Separate Taxation
Recent institutional reforms in the South Korean stock market have significantly altered the year end supply and demand patterns around ex dividend da...
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![[KOSPI Story] 'Secret Contract and KRW 118T Backlog' Hanwha Aerospace (012450): Checking Volatility from Estimated KRW 660B Spanish K9 Win and Lock-Up Expiry](https://daily-stock.kr/stdaily/uploads/202607/gen_6a6702739a8617.41569864.png)
[KOSPI Story] 'Secret Contract and KRW 118T Backlog' Hanwha Aerospace (012450): Checking Volatility from Estimated KRW 660B Spanish K9 Win and Lock-Up Expiry
On July 27, 2026, Hanwha Aerospace disclosed a confidential supply agreement worth over KRW 660B. Despite a record KRW 118T order backlog, shares fell...
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![[KOSPI Story] 'Beyond Ultra-High Voltage to Power Distribution' Power Equipment Trio's Backlogs Surge; Examining the Sustainability of the AI Data Center-Driven Supercycle](https://daily-stock.kr/stdaily/uploads/202607/gen_6a65b108969067.82909080.png)
[KOSPI Story] 'Beyond Ultra-High Voltage to Power Distribution' Power Equipment Trio's Backlogs Surge; Examining the Sustainability of the AI Data Center-Driven Supercycle
As the KOSPI remains in extreme fear at 6690.62, we analyze the current state of Korea's power equipment industry, which is poised for long term growt...
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KOSPI Divergence Amid ‘Extreme Fear (12.9)’ and South Korea’s Historic $100 Billion Monthly Export Breakthrough: Examining the Sustainability of the Supercycle
South Korea's June 2026 exports hit a historic $102.25 billion +70.9% YoY , driven by AI chips. Despite explosive trade surpluses, the KOSPI remains s...
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![[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry](https://daily-stock.kr/stdaily/uploads/202607/gen_6a630dfaa8d665.61235869.png)
[KOSPI Story] Export Companies Face FX Hedging Boomerang Amid '1,460 Won Level Normalization': Analyzing FX Volatility and Break-even Scenarios by Industry
The USD/KRW exchange rate remains elevated above 1,460 won, solidifying a high rate normal. While government intervention and the National Pension Ser...