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 The Korean stock market (KOSPI) has been on an impressive rally, hitting record highs and drawing increasing attention from domestic and foreign investors alike. With deposit rates falling to the 2% range and strict lending regulations slowing down the real estate market, large amounts of capital have been flowing into equities. Yet market veterans caution that the current bull run will not last forever. As KOSPI eventually faces a “peak-out” phase —when the index reaches its top and begins to decline—investors will need to adjust their strategies. One of the most promising havens in such times? Value stocks with high treasury share (buyback) ratios. What Are Treasury Shares and Why Do They Matter? Treasury shares, or buybacks , refer to a company purchasing its own stock from the market and holding it in its account. This practice has historically served multiple purposes: Protecting management from hostile takeovers, Acting as a financial “insurance policy” during down...

  Introduction In recent years, the global financial landscape has been undergoing rapid change. The boundaries between traditional finance, digital payments, and blockchain technology are blurring. At the center of this transformation is the rise of Web3 finance , where decentralized technologies are being woven into mainstream applications. In Korea, one of the most significant developments is the proposed merger between Naver Pay and Dunamu . This landmark deal is not only about a corporate alliance—it has the potential to transform the domestic financial ecosystem, set new standards for payments, and even position Korea as a global player in blockchain-powered finance. This article will explore the background, significance, and implications of this deal. We will look at how it could impact payments, stablecoins, tokenized assets, and financial regulation, while also examining potential benefits and challenges. Web2 Meets Web3: Why This Merger Matters Globally, the conversa...

 In 2025, one of the most talked-about assets in the global financial market is gold . Since the beginning of the year, gold prices have surged more than 40% , reaching record highs. This remarkable rally has not only drawn massive attention from investors but also sent gold mining companies’ stock prices soaring , in some cases with triple-digit gains. Yet, amid the enthusiasm, some analysts are raising cautionary flags, warning that gold might have entered an overheated zone . In this article, we will break down why gold prices are rising so quickly, how mining companies and ETFs are responding, and what investors should keep in mind moving forward. Gold Hits All-Time Highs On September 23 (local time), gold futures for December delivery closed at $3,795.90 per troy ounce on the New York Mercantile Exchange, marking a new all-time high. During intraday trading, prices briefly spiked as high as $3,824.60 . Since the start of the year, gold futures have gained 42.22% . This r...

 On September 22, the KOSPI once again broke its all-time high, closing at 3,468.65 points , thanks to a sharp rally in market heavyweight Samsung Electronics . The stock surged nearly 5%, driving the index higher and extending the September rally. However, the gains were far from broad-based, as construction and auto sectors continued to slump, revealing a growing divide in the Korean stock market. Samsung Electronics Jumps 4.77% on HBM Breakthrough Samsung Electronics closed at ₩83,500 , up 4.77% from the previous day. This marked the largest single-day gain in nearly two months since July 28, when the stock famously reclaimed its “₩70,000 Samsung” status. The surge was triggered by news that Samsung’s HBM3E 12-stack memory chips had passed Nvidia’s quality tests and secured purchase orders. Although Samsung has not officially confirmed the deal, investors interpreted the development as a strong sign of success in the highly competitive high-bandwidth memory (HBM) market. A...

The Korean stock market is on a historic run. The KOSPI index has been setting new all-time highs, breaking through the 3,400-point level for the first time ever this month. Driving this rally are semiconductor stocks, with Samsung Electronics and SK hynix at the center of the surge. But now, all eyes are turning to Micron Technology , the U.S. memory semiconductor giant, whose upcoming earnings report may decide whether the rally continues—or loses steam. Why Micron Matters for Korea’s Market Micron is often called the “barometer of the memory industry.” Unlike many peers, it reports earnings earlier in the cycle, making its results a leading indicator for global semiconductor demand. On September 23 (local U.S. time), Micron will release its fiscal Q4 (June–August) earnings. Back in August, the company raised its earnings guidance, citing stronger demand for memory chips. With the industry already in an upcycle thanks to AI servers, high-performance computing, and robust data cent...

  The Rising Tide of Digital Assets Over the past year, cryptocurrencies such as Bitcoin and Ethereum have staged a remarkable comeback, delivering returns that have far outpaced traditional assets. With Bitcoin climbing more than 80% and Ethereum gaining over 70%, investors are witnessing one of the strongest rallies in recent history. This momentum is not only lifting digital coins but also reshaping the stock performance of U.S.-listed cryptocurrency exchanges like Coinbase and Robinhood. The reasons behind this surge extend beyond short-term speculation. Structural shifts—such as expectations for Federal Reserve rate cuts, growing institutional adoption, and the expansion of spot exchange-traded funds (ETFs)—are fueling optimism that the crypto market is entering a more mature phase. As a result, the companies that facilitate trading, custody, and lending of these digital assets are reaping the benefits. Bitcoin and Ethereum Lead the Charge According to CoinMarketCap, Bitc...

  The AI Boom: Stock Market’s Hottest Trend One of the most talked-about themes in today’s stock market is undoubtedly artificial intelligence (AI) . In both U.S. and Korean equity markets, shares of leading AI companies such as NVIDIA and Broadcom continue to hit record highs, capturing the attention of global investors. Market strategists often compare this moment to a baseball game: “If a baseball game has nine innings, we haven’t even finished the third inning yet.” In other words, the AI revolution is still in its early phase. That means investors who want to grow their wealth for the long term cannot afford to ignore AI-related opportunities. The challenge, however, lies in the risks of chasing a handful of high-flying individual stocks. Many of these names are already considered overvalued, and betting everything on a single company leaves portfolios vulnerable to volatility. That’s why analysts are urging investors to consider a more balanced approach: diversification...

The recent financial announcement from Billions reveals significant developments in the equity market, with various companies preparing for additional listings. Key entities such as Kakao, Park Systems, and others are set to join the trading floor, capitalizing on their growth potential. The landscape is further shaped by strategic moves involving stock option exercises and corporate bonds, paving the way for a dynamic market environment. Equity Subscription Overview In the world of finance, equity subscription plays a pivotal role in raising capital for companies and fostering growth. Companies strategically invite investors to subscribe to new shares, thereby increasing their equity base, with the goal of funding expansion projects and enhancing operational capabilities. The recent announcement from Billions highlights a series of companies that are gearing up for new equity subscriptions. This initiative not only reinforces their commitment to growth but also strengthens their...

Recently, MNC Solution has successfully signed a significant supply contract worth 49.4 billion won with Hanwha Aerospace for the provision of 152 units of the Poland K9PL EC2. This partnership highlights the growing collaboration between defense industries and expands MNC Solution's footprint in international markets. As both companies move forward, this contract marks a pivotal moment in enhancing Poland's defense capabilities. MNC Solution’s Strategic Move in Defense Supply Contracts MNC Solution's decision to enter into a supply contract for the Poland K9PL EC2 represents a strategic move in the global defense market. This monumental agreement, valued at 494 billion won, underscores MNC Solution's commitment to expanding its international presence and leveraging its advanced technology in defense solutions. In an increasingly competitive landscape, such partnerships are vital for companies seeking to innovate and deliver cutting-edge capabilities. The K9PL EC2 ...