A Seoul Economic Daily poll of 20 foreign exchange specialists puts the level that would steady Korean growth and inflation in the low 1,300s. The question it asked was what level is appropriate.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+22
- Incentives52
- Confidence68
Five Korean retail subscription books open across four days from the 14th. Bigwave Robotics sets its final price on the 14th, one day before Brills stops taking institutional orders for a second robot automation deal.
Reality
- Evidence45
- Adoption28
- Hype gap+10
- Incentives55
- Confidence55
The KOSPI closed above 7,000 for the first time in 33 sessions on the 9th and gave the level back within two days, with Brent above $100 a barrel and the US 10-year at 4.97% ahead of next week's FOMC.
Reality
- Evidence55
- Adoption20
- Hype gap+30
- Incentives60
- Confidence55
Target's new beauty floor hands Korean indie brands 12 of 90 slots, which is a lease on a planogram rather than a moat, and the only numbers in the file are door counts and SKU counts, with no sell-through yet.
Reality
- Evidence42
- Adoption58
- Hype gap+32
- Incentives66
- Confidence45
Hugel and PharmaResearch posted record numbers on exports, and brokerages marked up targets within days. The upside now has to come from execution, not re-rating.
Reality
- Evidence58
- Adoption72
- Hype gap+16
- Incentives68
- Confidence57