Samsung Electronics is expected to post 108.1 trillion won of third-quarter operating profit, nearly nine times last year's, in guidance due Thursday. With foundry, chip design and phones all losing money, that figure now moves with memory prices and the won.
Reality
- Evidence50
- Adoption
- Insufficient
- Hype gap+10
- Incentives45
- Confidence60
SK hynix accounted for 12 trillion won of the 20.3 trillion won that foreign investors sold net on the KOSPI between Sept. 1 and Oct. 2. With Samsung Electronics included, two memory makers carried about 85% of it, leaving little foreign selling for the rest of the market.
Reality
- Evidence80
- Adoption
- Insufficient
- Hype gap+5
- Incentives
- Insufficient
- Confidence78
The Assassins logged 2,045,495 admissions in 11 days and has led Korean-film presales for 20 straight days, according to Korean Film Council data. The conservative campaign against it has turned to star Yoo Hae-jin's advertisers, where protest can cost money.
Reality
- Evidence62
- Adoption68
- Hype gap+8
- Incentives50
- Confidence60
Samsung Electronics has finished buying back 53.8 million of its own shares, 100.96% of the plan it began in August. Its stock now goes into next week's preliminary third-quarter results with no company purchases in the market.
Reality
- Evidence55
- Adoption
- Insufficient
- Hype gap+10
- Incentives
- Insufficient
- Confidence55
The board set the ratio on book net assets and a December 17 shareholder vote. Holders end up owning two separately priced Korean tech balance sheets instead of one.
Reality
- Evidence68
- Adoption
- Insufficient
- Hype gap+35
- Incentives62
- Confidence60
Shinhan Securities now expects Mirae Asset Securities to earn 16.1 billion won in the third quarter against a 181.5 billion won consensus, and it has taken the stock's price target down 26%, to 37,000 won.
Reality
- Evidence54
- Adoption71
- Hype gap+9
- Incentives67
- Confidence57
Both brokerages raised their price targets on the same fourth-quarter start-up of LFP lines replacing high-nickel capacity, though NH kept a hold rating with the stock at 162 times projected 2028 earnings.
Reality
- Evidence48
- Adoption32
- Hype gap+25
- Incentives65
- Confidence55
Kiwoom Securities says the FDA has suspended new enrollment in one of two registrational trials of the epilepsy drug SK Biopharmaceuticals agreed to license from Biohaven last month, and the closing payment is still outstanding.
Reality
- Evidence45
- Adoption35
- Hype gap+10
- Incentives65
- Confidence50
Unpaid principal at Korea's ten largest brokerages rose 5.1 times to 37.79575 billion won over seven months, a sum equal to less than a tenth of a percent of the record 38.6328 trillion won margin book behind it.
Reality
- Evidence55
- Adoption72
- Hype gap+20
- Incentives55
- Confidence55
Thirteen of twenty forecasters surveyed by Seoul Economic Daily see a quarter-point on the 27th. The dissenters are arguing about the month, not the direction.
Reality
- Evidence52
- Adoption
- Insufficient
- Hype gap+15
- Incentives55
- Confidence48
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
- Evidence42
- Adoption58
- Hype gap+14
- Incentives45
- Confidence40
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