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44 pages

Korean Equities

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

US Non-Semiconductor Re-Rating Check: AI Power, Software and Stablecoin Rails Through a Korean Equity Lens

Korea Invest Insights Thesis Check: What 207 Korean Articles Say About Our Edge

2026/05/17 Macro Snapshot — The Nature of the Complex Risk-Off, 7 Recovery Triggers, and Where Korean Alpha Really Stands

Hana Micron vs Jeju Semiconductor — The Real Difference Between Two Earnings Surprises: Structural Improvement or Cycle Peak?

NVIDIA Earnings and AI-RAN: Why the Supply Chain Matters More Than a Single SK Telecom Bet

Samsung Electronics & SK Hynix KRW 62.5 Trillion Bonus Pool — Look at Profit Redistribution in Listed Equities, Not a Broad Domestic Recovery

Who Absorbed the May 15 Selloff — Flow Screening Narrows to Hana Micron, HL Mando, and심텍

Samyang Foods 1Q26: ₩714.4bn Revenue / 24.8% OPM — Buldak Pulled the Entire Korean Consumer Complex. Why F&B, Department Stores, and Cosmetics All Moved Together