Korea ( South & North ) 06 (Dec 23 - Dec 26)

[behappyalways]

See ‘Pyonghattan’: North Korea’s modern new skyscraper district
https://m.youtube.com/watch?v=sEGsVXKug8I

[behappyalways]

Memory chip stocks surge; South Korea's KOSPI index breaks 6,000 points, up over 40% this year.

記憶體股瘋漲 韓KOSPI指數飆破6千點 今年漲逾40%｜方念華｜FOCUS全球新聞20260226 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=VV2loxf1ggs

[behappyalways]

South Korea’s exports climbed 47.3% year on year in the first 20 days of February, fueled by AI-driven chip demand. The BOK said the country’s 2026 growth outlook improved on strong chip demand.

Chips are to Korea in 2026 what Ozempic was to Denmark in 2023
https://x.com/zerohedge/status/2025920252664578302


North Korea's military parade unusually omits military equipment; Kim Jong-un's daughter stands in the center, signifying a rise in her status.
北韓閱兵式 罕見未秀軍武 金正恩愛女站C位.地位升｜方念華｜FOCUS全球新聞20260227 ‪@tvbsfocus‬
https://m.youtube.com/watch?v=Bzsib1aiu0I


What do we know about Kim’s daughter and potential successor?
https://m.youtube.com/watch?v=C4qn84fPn2A

[winston]

vested EWY

Korean stocks record worst day, won sinks on Iran conflict

South Korean shares sank 12 percent on Wednesday, posting the biggest drop in its 46-year history and ​wiping half a trillion dollars in value just this week.

South Korea is the world's fourth-largest buyer ​of oil and around 70 percent of its purchases come from the Middle East.

Korean equities had been Asia's best performing, having doubled over the past year, making ​them particularly vulnerable to a capitulation, traders said.

"This looks more like a positioning unwind and risk reduction rather than a fundamental deterioration in earnings".

South Korea's Financial Services Commission said near the end of the session that authorities would actively utilise market stabilising programmes if needed to ‌respond to ⁠excessive volatility.

Foreigners turned net buyers of local shares near the session close with a net purchase of 231.7 billion won, snapping nine consecutive ​sessions of selloff.

Source: The Standard

https://www.thestandard.com.hk/finance/ ... n-conflict

[winston]

Iran crisis could disrupt supply of key chipmaking materials, South Korea warns

Could disrupt supplies of key semiconductor manufacturing materials.

South Korea's chip industry, which supplies around two-thirds of global memory chips, is also concerned that a prolonged conflict in Iran will lead to higher energy costs and ​prices,

Helium is essential ​for heat management during semiconductor production and it has no viable alternatives currently. It is only produced in a handful ​of countries, with Qatar among the leading players in the industry.

The warnings come as chipmakers grapple with severe supply bottlenecks due to surging chip demand from AI data centre operators that has tightened supplies to many other industries, including smartphones, laptops and automobiles.

The crisis could deal a setback to plans by big tech firms to build AI data centres in the Middle East in the longer term, thus weighing on ​chip demand,

Source: The Standard

https://www.thestandard.com.hk/innovati ... le/325959/

[winston]

UBS Wealth Mgmt Upgrades S Korean Equities to 'Attractive', Targets 72% Earnings Growth for MSCI Korea This Yr

UBS Global Wealth Management Chief Investment Office (CIO) has released a report upgrading the rating of South Korean equities to Attractive after a 20% pullback from the peak in the South Korean stock index, an event the broker views as a technical correction rather than a deterioration in fundamentals.

The broker targets a 72% earnings growth for the MSCI Korea in 2026, the highest among major Asian markets, with upside risks driven by structural trends such as global AI infrastructure development, digital transformation, and South Korea's leadership in advanced manufacturing.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

North Korea's First Daughter Shows Off Marksmanship! Tests Off a Handgun;

北韓第一千金炫耀槍法！試射手槍；她的金主…

https://m.youtube.com/watch?v=USIzs3LrwLI

[behappyalways]

Tyrant Kim Jong-un and his teenage daughter watch chilling North Korea missile tests
https://m.youtube.com/watch?v=b6WlFZgBu ... MKAYcqIYzv

[behappyalways]

The Middle East conflict has spread to South Korea!
Exports have plummeted and South Korea has been specifically called upon by Trump to protect its ships in the Strait of Hormuz.

中東戰火燒韓! 出口業重挫 又遭川普點名護航荷姆茲海峽｜方念華｜FOCUS全球新聞20260316 ‪@tvbsfocus‬

https://m.youtube.com/watch?v=hfL_znXJq8o

[behappyalways]

Wearing only thermal underwear, North Korean official shows loyalty by planting trees! Kim Jong-u...
https://m.youtube.com/watch?v=IFxLKH9HqdQ