Topic
Exchange-disclosed net buying and selling by individual investors, used as a positioning and sentiment read.
Mirae Asset's top 1% of traders made Samsung Electro-Mechanics their biggest net buy on Oct. 2, a day after it was their heaviest net sale. Analysts expect AI component sales to outrun a falling won-dollar rate, but this cohort reverses positions quickly.
Reality
Korean regulators' 30 million won cash deposit rule cut daily turnover in 16 Samsung and SK hynix single-stock ETFs by about 92%, to 990 billion won. The drop has held, but in September retail's appetite for doubled bets moved to index inverse funds outside the rule's single-stock scope.
Reality
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
Vanda Research measured about $370 million of retail money rotating into SpaceX's June debut and out of the Magnificent 7. That flow is the whole record standing behind two much larger listings now being prepared.
Reality
Individual investors on the KRX Gold Market turned net buyers for the first time since May, but only after bullion futures had already added 9%. The flow is a read on Fed expectations, arriving late.
Reality