Long-form research on one Korean market question at a time, built from DART filings and KRX investor data. Free to read.
Deep Dive
Foreign investors sold KRW 1.18 trillion of SK hynix on 23 September. SK hynix bought KRW 1.14 trillion of itself, on a schedule it had filed a month earlier. Two disclosed programmes, two different purposes, and an end date already in the calendar.
Deep Dive
Samsung will cancel 82.5% of its treasury shares — but after the March Commercial Act amendment, cancellation is mandatory, not a signal. When the biggest lever becomes law, alpha migrates to what stays discretionary. Samsung is the lens.