Market Talk

SKY Castle: Behind the Scenes of the Korean Exam-Season Satire That Went from 1.7% to 23.8%
27 Oct
Hwasa's "Good Goodbye": The Breakup Song That Reached Number One After the Promotional Campaign Was Already Over
27 Oct
Behind the Scenes of *Pok-ssak Sok-assuda*: A Jeju Village Built in Andong, and 65 Years Reconstructed Through 82 Songs
26 Oct
Choi Ye-na's "Catch Catch": How a Quiet Launch Became One of K-pop's Slow-Burn Hits of the Year
26 Oct

KOSPI Plunges 7.57%: Interest Rates Pull the Trigger, AI Profit Doubts Deepen the Fall

Circuit-breakers were triggered simultaneously on both Korean exchanges as Samsung Electronics and SK Hynix collapsed to forward price-to-earnings ratios of around three times, raising the question of whether stocks are oversold or whether earnings estimates are only beginning to crack.

15 October 2026

The Pickaxe Seller's Dilemma: How AI's Supply-Chain Obsession Is Creating Opportunities at the Margins

As South Korea's technology giants pour resources into AI-driven products, the markets they have abandoned are quietly minting a new generation of winners — and the pattern looks set to repeat.

15 September 2026

market decode · Solar & Wind

The King Who Hated Horses, and the Stable That Survived: The CS Wind Story

Trump's anti-wind policies have driven out weaker rivals and inadvertently strengthened the market position of CS Wind, the world's leading wind tower manufacturer—just as AI-driven power demand and an ageing turbine fleet are set to reignite the very industry he sought to suppress.

16 September 2026

K-contents/shopping/travel

NewJeans – Hype Boy: How a Meme Outlasted a Title Track

NewJeans' "Hype Boy" began as one of three debut singles, was overshadowed at launch, and then quietly became one of the most enduring K-pop hits of the 2020s—proof that virality, not strategy, now determines a song's lifespan.

9 September 2026

SemiconductorsMore →

Semiconductor shares always fall before the cycle turns. This time, three things may change the shape of the decline.

Shinhan Investment Maintains 500,000-Won Target for LG Energy Solution as ESS and Cylindrical Batteries Drive Blowout Quarter

8 October 2026

Latest

K-contents/shopping/travel

Market Talk

KOSPI Plunges 7.57%: Interest Rates Pull the Trigger, AI Profit Doubts Deepen the Fall

The Pickaxe Seller's Dilemma: How AI's Supply-Chain Obsession Is Creating Opportunities at the Margins

The King Who Hated Horses, and the Stable That Survived: The CS Wind Story

NewJeans – Hype Boy: How a Meme Outlasted a Title Track

Semiconductor shares always fall before the cycle turns. This time, three things may change the shape of the decline.

Memory Chip Stocks Are Pricing In Catastrophe. SK Securities Thinks That's the Buying Opportunity.

A ₩4.5trn Family Transfer: What Sets It Apart from Chey Tae-won's ₩4.8bn Purchase

Justem Tipped for Record Profits as Memory Chipmakers Splurge on Capacity

QANDA: The Study App That Turns a Photo into a Solution

AskUp: The AI Chatbot That Moved Into Korea's Most Popular Messaging App

Daglo: Transcription Is a Commodity — the Real Battle Is Integration

Papago: From Translation App to Travel Assistant, Naver Eyes the Step Beyond the Translated Word

iM Securities Initiates Coverage of Intellian Technologies with Buy Rating and W89,000 Target

Hanwha wins $2.1bn contract to build two missile-tracking vessels for the US government

Mirae Asset raises target price for Sanil Electric to 270,000 won

Mirae Asset cuts Hyosung Heavy Industries target price to ₩4.4m as revenue recognition delays cloud near-term outlook

DS Securities raises Samsung SDI target price to 940,000 won, citing clear improvement in core operations

Shinhan Investment Maintains 500,000-Won Target for LG Energy Solution as ESS and Cylindrical Batteries Drive Blowout Quarter

SKY Castle: Behind the Scenes of the Korean Exam-Season Satire That Went from 1.7% to 23.8%

Hwasa's "Good Goodbye": The Breakup Song That Reached Number One After the Promotional Campaign Was Already Over

SK Hynix: A ₩40 Trillion Declaration from the HBM Throne

Behind the Scenes of Pok-ssak Sok-assuda: A Jeju Village Built in Andong, and 65 Years Reconstructed Through 82 Songs

Choi Ye-na's "Catch Catch": How a Quiet Launch Became One of K-pop's Slow-Burn Hits of the Year

Samsung Electronics: From Emblem of the Korea Discount to Record-Breaking Shareholder Returns

Extraordinary Attorney Woo: How a Fledgling Channel's ₩20bn Bet Turned a 0.95% Debut into a 17.53% Phenomenon

One Track: Red Velvet – "Red Flavor": The Song That Made a Group Synonymous With Summer

Korea Industry Weekly — 23rd October 2026

Behind the Scenes of Goblin: A Five-Year Chase, Korea's First Quebec Location, and the 20.5% Record

One Track: Lysn – LOVE ATTACK: How a Song Buried at Number 900 Found a Meme and Reached Number One

Reply 1988: The Ssamun-dong Alley That Never Existed

Market Talk

KOSPI Plunges 7.57%: Interest Rates Pull the Trigger, AI Profit Doubts Deepen the Fall

The Pickaxe Seller's Dilemma: How AI's Supply-Chain Obsession Is Creating Opportunities at the Margins

The King Who Hated Horses, and the Stable That Survived: The CS Wind Story

NewJeans – Hype Boy: How a Meme Outlasted a Title Track

Semiconductor shares always fall before the cycle turns. This time, three things may change the shape of the decline.

Memory Chip Stocks Are Pricing In Catastrophe. SK Securities Thinks That's the Buying Opportunity.

A ₩4.5trn Family Transfer: What Sets It Apart from Chey Tae-won's ₩4.8bn Purchase

Justem Tipped for Record Profits as Memory Chipmakers Splurge on Capacity

QANDA: The Study App That Turns a Photo into a Solution

AskUp: The AI Chatbot That Moved Into Korea's Most Popular Messaging App

Daglo: Transcription Is a Commodity — the Real Battle Is Integration

Papago: From Translation App to Travel Assistant, Naver Eyes the Step Beyond the Translated Word

iM Securities Initiates Coverage of Intellian Technologies with Buy Rating and W89,000 Target

Hanwha wins $2.1bn contract to build two missile-tracking vessels for the US government

Mirae Asset raises target price for Sanil Electric to 270,000 won

Mirae Asset cuts Hyosung Heavy Industries target price to ₩4.4m as revenue recognition delays cloud near-term outlook

DS Securities raises Samsung SDI target price to 940,000 won, citing clear improvement in core operations

Shinhan Investment Maintains 500,000-Won Target for LG Energy Solution as ESS and Cylindrical Batteries Drive Blowout Quarter

SKY Castle: Behind the Scenes of the Korean Exam-Season Satire That Went from 1.7% to 23.8%

Hwasa's "Good Goodbye": The Breakup Song That Reached Number One After the Promotional Campaign Was Already Over

SK Hynix: A ₩40 Trillion Declaration from the HBM Throne

Behind the Scenes of *Pok-ssak Sok-assuda*: A Jeju Village Built in Andong, and 65 Years Reconstructed Through 82 Songs

Choi Ye-na's "Catch Catch": How a Quiet Launch Became One of K-pop's Slow-Burn Hits of the Year

Samsung Electronics: From Emblem of the Korea Discount to Record-Breaking Shareholder Returns

Extraordinary Attorney Woo: How a Fledgling Channel's ₩20bn Bet Turned a 0.95% Debut into a 17.53% Phenomenon

One Track: Red Velvet – "Red Flavor": The Song That Made a Group Synonymous With Summer

Korea Industry Weekly — 23rd October 2026

Behind the Scenes of Goblin: A Five-Year Chase, Korea's First Quebec Location, and the 20.5% Record

One Track: Lysn – LOVE ATTACK: How a Song Buried at Number 900 Found a Meme and Reached Number One

Reply 1988: The Ssamun-dong Alley That Never Existed

Behind the Scenes of Pok-ssak Sok-assuda: A Jeju Village Built in Andong, and 65 Years Reconstructed Through 82 Songs