Korea Stock Market News
KOSPI & KOSDAQ moves, foreign/institutional flows, and company catalysts — translated for global investors.
Gigavis: What This Supply Contract Disclosure Really Signals About AI Substrate Yields
Gigavis disclosed a single sales/supply contract on July 29. More important than the contract value is what it implies about sustained demand for FC-BGA inspection and repair equipment.
Jul 29, 2026
KOSPI, KOSDAQ Circuit Breakers: Markets Halt for a Second Straight Day for the First Time Ever
KOSPI and KOSDAQ trading was halted for 20 minutes intraday on the 29th. This marks the first time both markets have triggered circuit breakers on consecutive days, and investors should confirm liquidity recovery before chasing any rebound.
Jul 29, 2026
Delicious IPO: The 24% Margin Test Hidden Behind Its Swing to Profitability
Delicious has set an IPO price range of KRW 5,000-7,000, backed by Sinsang Market's cumulative transaction volume of KRW 5 trillion. Growth in advertising and membership revenue, along with the lock-up release schedule, are the key variables to watch.
Jul 29, 2026
Neuromeka Discloses Paid-in Capital Increase Subscription Results — The Real Variable Is the Forfeiture Rate
Collaborative robot maker Neuromeka has voluntarily disclosed the subscription results for its paid-in capital increase or convertible bond issuance. Rather than the size of the funds raised, what will actually determine the stock's direction is whether forfeited shares emerged, the intended use of proceeds, and the timing of new-share supply hitting the market after listing.
Jul 29, 2026
Hyosung Heavy Industries to Supply Six Extra-High-Voltage Transformers for Brazil Hydropower Expansion — The Story Behind the Andritz Order
Hyosung Heavy Industries announced on the 28th (local time) that it has won an order from Andritz Hydro for six extra-high-voltage transformers to be used in a large-scale hydropower plant expansion project in Brazil. Since the company is participating as an Andritz subcontractor rather than contracting directly with the final project owner, its actual margin will depend on the terms of the original contract.
Jul 29, 2026
60 Years of the National Radio Research Agency: Why Certification Speed Matters More Than the 'AI Transformation' Declaration
Marking its 60th anniversary, the National Radio Research Agency (RRA) has declared its ambition to become a radio-innovation leader driving the AI and digital transformation era. But for the telecom and IoT industries, what matters more than slogans is how fast frequency certification and monitoring automation actually accelerate.
Jul 29, 2026
CCS Completes Capital Reduction: Subscriber Numbers, Not Share Count, Will Be the Real Test
CCS disclosed the completion of its capital reduction on July 28. The financial restructuring process is now finished, but the recovery of cable TV/internet subscribers and cash flow will be the next test for the stock.
Jul 29, 2026
The Real Reason Seoul's Micro-Apartments Saw 3,984 Transactions From January to May
Seoul micro-apartment transactions hit a record 3,984 cases from January to May. Loan regulations didn't dampen demand — they redirected it toward smaller units.
Jul 29, 2026
Reorg Season: The Numbers Investors Should Watch Before the New Org Chart
What matters in a corporate reorganization isn't the new org chart—it's the shift in cost structure and decision-making speed. Investors should track the SG&A ratio, labor costs, and post-reshuffle segment performance after executive roles are realigned.
Jul 29, 2026
Infinite Healthcare's Management-Control Lawsuit Reignites as First-Instance Ruling Is Appealed
The management-control dispute surrounding Infinite Healthcare has returned to the courtroom after an appeal was filed against the ruling in the lawsuit seeking to invalidate a shareholders' meeting resolution. Governance uncertainty is now weighing on valuation independently of earnings.
Jul 29, 2026
SK Hynix Posts 76% Operating Margin — The Real Swing Factor Is HBM4 12-Layer Yield
SK Hynix posted a 76% operating margin in Q2 and topped 100 trillion won in first-half revenue for the first time. The figures were driven by a growing mix of HBM and eSSD sales and expanded long-term supply deals with Big Tech, but sustaining this margin now hinges on the next hurdle: HBM4 12-layer mass-production yield.
Jul 29, 2026
Seo Dong-joo Bought SK Hynix at ₩2.51 Million—The Real Reason Her Husband Said "I'm Done For"
When Seo Dong-joo posted on Instagram that she'd bought SK Hynix at 2.51 million won, her husband's one-line reply exposed the risk of buying the HBM rally at its peak amid a KOSPI pullback. The next quarter's HBM yield and Nvidia orders will be the key things to watch.
Jul 29, 2026
SK hynix Operating Profit Hits Record 60.5 Trillion Won Again, HBM Drives Near-100 Trillion Won First-Half Haul
SK hynix posted another all-time record with second-quarter operating profit of 60.5 trillion won. First-half cumulative operating profit came close to 100 trillion won, and behind this consecutive record-breaking run lies a shift in which HBM supply dynamics have reshaped pricing power in the DRAM market.
Jul 29, 2026
Incon and Incheon Airport's IoT Boarding Bridge Project: The Real Variable Behind the Headline
Incon disclosed on July 28, 2026 that it was selected as the preferred bidder for Incheon International Airport Corporation's IoT-based boarding bridge facility management upgrade project. The key point is that this is a stage before the final contract.
Jul 29, 2026
KTX Power Outage: Suncheon Station's 100-Passenger Transfer Exposes Rail Infrastructure Risk
A KTX train stopped near Suncheon Station at 8:50 p.m. on the 28th due to a power supply disruption. The incident puts the reliability of rail power and traffic control systems — not the trains themselves — in the investment spotlight.
Jul 29, 2026
Visa to Cut Workforce by 7%… Why the Payment Network Leader Is Trimming Costs First
Visa is cutting about 2,600 jobs, roughly 7% of its total workforce. Amid slowing growth and shifting competition in the payment network industry, it's a signal that cost structures are being trimmed first.
Jul 29, 2026
Kangstem Biotech's OSCA Hits Pain Endpoints in Phase 2a, But Cartilage Repair Remains Unproven
Kangstem Biotech's OSCA showed statistically significant improvement over placebo on KOOS, WOMAC, VAS, and IKDC at week 24. However, the structural improvement markers reached significance only partially.
Jul 28, 2026
The Chinese DUV News That Rattled SK Hynix — Bigger Than the CXMT IPO
Investor sentiment toward SK Hynix and Samsung Electronics reacted more sharply to news of mass production of Chinese-made immersion DUV lithography equipment than to the CXMT IPO. Plans to supply 5 units this year and 20 next year threaten to undercut the price floor for commodity DRAM.
Jul 28, 2026
Toss Payments Merger: What Toss Is Really After Is Payment Margins
Toss is absorbing its wholly owned subsidiary Toss Payments, pulling payment data into the parent company. Listed PG (payment gateway) and simple-payment stocks (tickers) need to watch both competitive intensity and fee pressure.
Jul 28, 2026
Single-Stock Leveraged ETFs Drew ₩15 Trillion from Retail Investors—Then Got Cut in Half in Just Two Months
Fourteen single-stock leveraged ETFs, into which retail investors poured a combined 15 trillion won, have plunged to roughly half their listing price just two months after debut. The daily-rebalancing structure of leveraged products amplified the underlying asset's correction, and the piece also examines the risk of further losses and tighter regulation of such products.
Jul 28, 2026
CP System Surges 18% as Trading Value Hits 231.8 Billion Won and Search Interest Spikes
CP System jumped 18.82%, ranking 18th among gainers and 25th in trading value (about 231.8 billion won) across the KOSPI and KOSDAQ. Naver search volume also spiked sharply, but with no company-specific disclosure to explain the move, the rally appears to be a short-term swing driven mainly by supply-demand (order flow).
Jul 28, 2026
Sangji Construction: The Supply Contract Filing Raises One Question First — Cash
Sangji Construction disclosed a single sale and supply contract on July 28, 2026. With the contract size undisclosed, the key issues to watch are how quickly revenue will be recognized and how much working-capital burden the deal will bring.
Jul 28, 2026
KOSPI and KOSDAQ Circuit Breakers: The Real Signal Behind the 8% Plunge
The July 28 sell-off, which triggered simultaneous circuit breakers on the KOSPI and KOSDAQ, marks a repricing of Korean equity multiples driven by a correction in U.S. AI chip stocks and concerns over China's push for semiconductor self-sufficiency.
Jul 28, 2026
SK Hynix ADR Falls Below Its $149 IPO Price, Exposing Cracks in the AI Narrative
SK Hynix's ADR slid to as low as $139.01 intraday on July 27, dropping below its $149 IPO price. Before celebrating the $26.5 billion capital raise, the market needs to re-verify AI memory valuations.
Jul 28, 2026