ETF와이어 — 국내외 ETF, 액티브/패시브 펀드, 인덱스 투자, 자금 흐름을 초등생도 이해할 수 있게 정리합니다.
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Nvidia Surprise Earnings Outlook Puts Focus on Q2 Guidance and AI Chip Stocks
This week’s Bull & Bear Weekly examines Nvidia’s expected surprise results, the outlook for U.S. AI semiconductor stocks, the semiconductor cycle, and why Q2 guidance matters.
KOSPI Faces Trump China Visit on May 14-15, Samsung Strike Risk
After jumping more than 13% last week to close at 7,498, the KOSPI faces macro pressure, Trump’s May 14-15 China visit and the possibility of a Samsung Electronics strike.
KOSDAQ Valuation Shift Looms as Earnings Take Priority Over Market Cap
Concerns over weak earnings foundations among top KOSDAQ stocks are drawing attention to whether market evaluation will move from market cap to performance.
KOSDAQ Promotion System Raises Hopes for Pension Fund Inflows to Top Tier
The government’s planned KOSDAQ promotion and relegation system focuses on building an investment ecosystem that can attract passive and policy funds.
KOSDAQ Top League May Be Capped Under 100 as Promotion System Nears October Launch
The Korean government and Korea Exchange are expected to introduce a three-tier KOSDAQ promotion and relegation system as early as October to revitalize the market.
AI Chip Demand Spreads as Legacy Foundries See Full-Run Hopes
Rising investment in AI data centers is lifting semiconductor demand beyond advanced-node leaders such as TSMC and Samsung Electronics into the global legacy foundry market.
Kakao Group Asset Streamlining Slows as KeyEast and SM C&C Sales Fall Through
Kakao Group’s effort to streamline entertainment assets is losing momentum after sales of SM Entertainment’s KOSDAQ-listed subsidiaries KeyEast and SM C&C repeatedly fell through.
AI Leadership Race Pits Nvidia’s Market-Cap Crown Against Alphabet
Alphabet is closing in on Nvidia, the world’s largest company by market value, as AI-driven share gains intensify the contest between chipmakers and hyperscalers.
FTC and FSC Pressure Myeongryun Jinsa Galbi Operator Over Policy-Fund Loan Controversy
South Korea’s Fair Trade Commission and Financial Services Commission are jointly pressuring Myeongryundang, operator of Myeongryun Jinsa Galbi, over high-interest lending using low-rate policy funds.
8.8 Million Won Match Raises Questions After ‘Wedding D+108’ Profile
According to Yonhap, a matchmaking firm led by a well-known dating reality show participant introduced a woman who paid 8.8 million won to a man suspected of being married.
KOSPI 7000 Fuels Big Retail Bets on Samsung Electronics and SK Hynix
As the KOSPI enters the 7,000-point era, wealthy retail investors are drawing attention by directing 100 million won-scale funds into Samsung Electronics and SK Hynix.
Unusual Election Candidates Draw Notice, From Delivery Rider to Care Worker
Yonhap’s 15:00 headline reported that candidates from varied jobs, including a delivery rider, comedian and care worker, entered the race, along with one with 15 prior convictions.
Semiconductor Pullback Warning: Shin Jin-ho Flags a Turning Point for ETF Investors
According to Hankyung, Shin Jin-ho, introduced as the figure behind a “27-year unbeaten legend,” said the timing of a short-term semiconductor correction is approaching.
Retail Investors’ Orders of 100 Million Won or More Hit Record 1.19 Million Amid KOSPI Rally
Last month, as the KOSPI topped 7,000 for the first time and extended its rally, orders of 100 million won or more reached a record 1.19 million, with one-third concentrated in Samsung Electronics and SK Hynix.
Hankook Tire Analysis: Stable Earnings and Bigger Shareholder Returns Face Cost Risk
The latest analysis of Hankook Tire highlights stable earnings and the potential for expanded shareholder returns, while noting that rising costs could become a key risk for future performance and investment decisions.
Lotte Wellfood Stock Analysis: Price May Not Fully Reflect Profit Improvement
Hankyung reported an analysis saying Lotte Wellfood’s share price may not fully reflect the possibility of structural profit improvement.
Gwangju Teen Murder Suspect’s Psychopathy Test Result Due on May 11
The psychopathy assessment result for Jang, arrested over the fatal stabbing of a high school girl and attack on a male student in Gwangju, is set to be released on May 11.
Transfer Tax Surcharge and Home Prices: Minister Vows Continued Supply Expansion
Land Minister Kim Yoon-deok said on the 10th that the resumed transfer tax surcharge is one factor affecting home prices, while pledging continued housing supply expansion.
Pelicana Apologizes Over Controversial AI Ad Using Infidelity Theme
Chicken brand Pelicana apologized and removed a post after its AI-generated advertisement using an infidelity theme drew controversy, according to Yonhap News Agency.
PharmaResearch Hits Another Record on Rejuran as Q2 Growth Momentum Returns
PharmaResearch has posted another record performance led by Rejuran, putting renewed attention on whether its growth momentum resumes in the second quarter.
Dongwon Industries Earnings Surprise Highlights B2B-Focused Shift
Hankyung.com reported in its Dongwon Industries analysis that the latest earnings surprise confirmed progress from the company’s shift toward a B2B-centered business structure.
Kolon Industries turns focus to AI material mPPO as chemicals and industrial materials move into profit
Kolon Industries showed signs of earnings improvement as its chemicals and industrial materials units both posted profits, while growth potential in AI-related mPPO drew attention.
Wonik IPS Stock Doubles This Year as Three Long-Term Investment Points Draw Attention
Hankyung.com reported that Wonik IPS shares have doubled this year, analyzing three reasons the semiconductor equipment stock remains promising over the medium to long term.