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Korea Press Foundation-supported AI personalized news recommendation and summarization service that produced this briefing.
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AI-led ICT and bio took about 38 percent of Korea's record 8.87 trillion won half. Unitree closed its Shanghai debut up 460 percent, at an implied 1,200 times earnings.
Reality
Ten firms booked 10.26 trillion won of first-half net profit and hired accordingly. The same rate cycle that funds the trading desks is repricing household debt.
Reality
The July index rose 0.13 points to 3.18%, and KB Kookmin and Woori reprice variable mortgages from the 19th. The tax change that might ease the exit is now being renegotiated.
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Haan Jugong 1 through 12 all moved toward rebuilding, leaving two or three units for sale per complex. A 76-square-meter unit printed 1.12 billion won, up 200 to 300 million in under a year.
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The five major non-life insurers booked their biggest mortgage balance increase of the year in July, a fourth straight monthly rise. The DSR perimeter stops at the bank window.
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Borrowers rolling off 2021 fixed terms at the five major banks meet variable rates of 4.09% to 5.69%, with the Bank of Korea signaling another hike. Asset managers are selling defence.
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Sidecars fired 78 times and circuit breakers 13 times through the 14th. The five largest asset managers' ETF desks are now selling cash flow instead of direction.
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V4 Pro shipped with an API price increase of up to 12-fold, and Moonshot AI and ByteDance have added paid tiers. Anyone whose margins assumed cheap Chinese endpoints needs to re-model.
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Average first-half pay at SK hynix rose 23% to 144 million won across 36,042 people. Every hardware employer in Korea now recruits against a number it did not choose.
Reality