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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Iran ultimatum EXTENDED to Apr 6. Mar 27 deadline passed — no military action. • Oil risk premium may ease • KOSPI exporters get room • Uncertainty delayed, not resolved Watch USD/KRW and crude. Not financial advice. #FutureLog #KOREA #KOSPI #Geopolitics
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
BTS ARIRANG expected Billboard 200 #1. 5M+ copies shipped. Revenue stack reactivated: albums > merch > tour > streaming. HYBE world tour = Q2 catalyst. K-Wave is structural. Each comeback multiplies the flywheel. DYOR. #FutureLog #KOREA #KOSPI #BTS #KWave $352820
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Samsung AGM: HBM4E roadmap reaffirmed. Mass production 2027. Lost ground on HBM3E to SK hynix. HBM4 = leapfrog attempt. Real competition: packaging yield. Korea = 95% global HBM. DYOR. #FutureLog #KOREA #KOSPI #HBM $005930
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
AI compute needs what Korea dominates: 1. Ultra-HV transformers — HD Hyundai Electric 2. HBM memory — Samsung + SK hynix (95%) 3. Precision cooling — Daesung Industrial Demand structural through 2031+. DYOR. #FutureLog #KOREA #KOSPI #AIInfrastructure
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Friday KOSPI wrap: Iran deadline > Apr 6 — risk delayed. Sector divergence: • Bio: Alteogen deal vs Gemvax collapse • K-Wave: BTS + APR global push • AI Infra: Samsung HBM4E, grid orders Not financial advice. #FutureLog #KOREA #KOSPI #KOSDAQ
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Q1 K-Wave scorecard: BTS ARIRANG: 5M+ copies, Billboard #1 expected APR: Sephora Europe expansion Samyang: Record revenue globally 3 sectors, 1 thesis: Korean cultural IP monetizes at scale. Not a recommendation. #FutureLog #KOREA #KOSPI #KWave
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Samsung HBM4E qualification firming up. Korea's AI infra stack: • HBM: Samsung + SK hynix (95% global share) • Grid: HD Hyundai Electric, Hyosung Heavy • Cooling: Daesung Industrial Structural demand through 2031+. DYOR. #FutureLog #KOREA #KOSPI #AIInfrastructure $005930
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
BTS ARIRANG Billboard 200 results drop tomorrow. 5M+ copies. Physical dominance. Global streaming surge. If #1: HYBE flywheel validated again. Tour revenue H2 catalyst. Korean cultural IP = investable at scale. DYOR. #FutureLog #KOREA #KOSPI #BTS #KPOP $352820
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
KOSPI held 2,580 despite Iran tension (Apr 6 deadline). Foreign net buyers 3 straight days. Week ahead: • BTS Billboard 200 chart Sunday • Samsung HBM4E updates • Korea March CPI (Apr 1) Not financial advice. #FutureLog #KOREA #KOSPI #WeekAhead
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Factide
Factide @factide_news ·
📍SK hynix’s $14B U.S. IPO Pitch: Geography, Not Chips, Is the Discount. Despite supplying Nvidia with HBM, SK hynix trades at a stubborn discount. A blockbuster U.S. IPO is its bet that geography, not silicon, is the problem. #SiliconNews #IPO #KOSPI factide.com/sk-hynixs-14b-…H
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Nasdaqslaktarn
Nasdaqslaktarn @nasdaqslaktarn ·
Lmao gold up, energy up, hedge(#DAX/#KOSPI/#QQQ down. USD/SEK continue upside. Winning on ALL fronts. Mabey i should join Trumps cabinet
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
US transformer backlog extends to 2028+. Every AI data center needs grid infra BEFORE it runs. HD Hyundai Electric + Hyosung Heavy filling the gap. Grid = picks-and-shovels of AI. Personal research, not advice. #FutureLog #KOREA #KOSPI #AIInfrastructure $267260
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
Korea week ahead: 1. Iran deadline now Apr 6 2. ELCC data digestion — ADC winners emerge 3. Samsung HBM4E follow-through 4. BTS Billboard chart Sunday 5. KOSPI options expiry + foreign flows Not a recommendation. #FutureLog #KOREA #KOSPI #KoreaStocks
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Futurelog
Futurelog @XtoN7lKr3gt5xLe ·
BTS ARIRANG on track for Billboard 200 #1. 5M+ copies shipped. Revenue stack: album > merch > tour > streaming. HYBE world tour = H2 concert revenue. Multi-artist model: BTS is catalyst, not ceiling. DYOR. #FutureLog #KOREA #KOSPI #BTS #KPOP $352820
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The Korea Economic Daily
The Korea Economic Daily @kedglobal ·
Korean stocks clawed back most of their early losses on Friday as retail investors stepped in to offset heavy foreign selling. #Korean_stocks #Kospi #foreign_selloff #retail_bargin_hunting #Samsung_Electronics #SK_Hynix #HBM #TurboQuant #market_volatility kedglobal.com/korean-stock-m…
Korean stocks pare losses amid tug of war between retail, foreign investors - KED Global

South Korean stocks recovered much of their early losses on Friday, as retail investors stepped in to cushion the market against heavy foreign selling and revi

From kedglobal.com
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Otet Markets
Otet Markets @otetmarkets ·
Asian stocks mixed as Iran tensions weigh on sentiment • Asian shares mostly rose after Trump delayed strikes on Iran, easing some risk. • #KOSPI hit a two-week low as memory chip stocks slid on a Google #AI breakthrough. • Hang Seng and Shanghai advanced, while Nifty 50 lows hit #oil-linked sentiment.
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