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Yesterday, an early rally faded. Today, an early selloff was fully reversed by the close.
Read report →The Index Rose. Breadth Didn't.
Week 4 of September 2026 (Sep 21–23) Korea equity weekly. KOSPI +2.71%, KOSDAQ +2.10%. The indices rose in all three sessions, but KOSPI advancers stayed below 50% each day; Samsung Electronics and SK hynix diverged within the same memory complex. During the Chuseok closure, the U.S. 10-year reached 5.17% and the U.S.–China tariff truce was extended by two months. Includes conditions to watch at the Sep 28 reopening.
Read report →The cash is already there
In Q1 2026, South Korean nonfinancial corporations swung from net borrowing to net lending. Snowshagal Research NO.07 traces where that cash is now and whether it moves into capex, overseas investment, shareholder returns, M&A, or remains unallocated.
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