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50 pages

Market-Outlook

Have Foreign Investors Returned? Korea's KRW 2.7tn Buy Is Still Only a 3.6% Reversal

The Samsung-Hynix Concentration Continues: 35 Quality Stocks to Revisit in Q3

US May 2026 CPI Preview: Base Case Is Core +0.26%, Defense Starts Above +0.35%

AI Supercycle Midgame: Rate Risk Is Rising, But the Red Flags Are Not Yet Observed

The Jobs Shock Is the Hard-Data Version of May's Rate Shock: KOSPI Needs to Hold 8,000

After Strong U.S. Jobs, CPI, BOJ and FOMC Matter: Korea Needs a Reaction Function, Not a Forecast

The Market Missed Jensen Huang’s Bigger HBM4 Comment: All Three Vendors Are Qualified

Can the SpaceX IPO Move Korean Equities? Not a Liquidity Crisis, But an AI, Space and HBM Rebalancing Event

GigaVis Follow-Up: Foreign and Institutional Money Tests the AI FC-BGA Yield Bottleneck

Sam-Ha-Ma Parity Follow-Up: Micron Deserves a Premium, But Korean Memory Looks Too Cheap