Tunnusluvut
Riskitaso
Keskimääräinen: 5 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
Juoksevat kulut
1,80%Omaisuusluokka
OsakeKategoria
Korea osakkeetPerusvaluutta
USDLainoitusaste
85%Avaintietoasiakirja
Tietoa rahastosta
The fund provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies.
Vastaavan tyyppisiä rahastoja
Ei vastaavan tyyppisiä rahastot saatavilla.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet104,8%
- Lyhyt korko−4,8%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·6 t sittenSouth Korea Report: Part 2 (Result and Post-Analysis) – Wednesday, September 30, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a markedly two-part trading session on the Korea Exchange (KRX) tonight. In line with Tuesday evening's strong signal from New York, where iShares MSCI South Korea ETF (EWY) jumped toward $187.10, KOSPI opened in a solid upward gap of 6,943.47 points (+1.06%). In the morning hours, the index continued straight up to an intraday high of 6,965.64 points, lifted by renewed demand for global memory and AI chips. Through the afternoon, however, the rise was met by headwinds from high U.S. Treasury yields and short-term month-end profit-taking. The index drifted back to test an intraday low of 6,818.39 points, before institutional buyers absorbed the selling pressure towards the closing auction. KOSPI closed officially at 6,854.19 points (-0.24% / -16.62 points relative to the reference level). Despite the afternoon cooling, tonight's trading pattern confirms that the 6,800–6,820 zone acts as an institutional support floor. At the same time, the South Korean won continues to show strength: USD/KRW trades down in the 1,352–1,354 bracket, which maintains solid foreign capital inflow and protects the fund's underlying dollar value. Position in JPM Korea: Guiding indicator: 🟢 1. KOSPI RESULT AND INTRA-DAY TRADING PERFORMANCE Closing price: The KOSPI index closed at 6,854.19 points (-0.24% / -16.62 points from yesterday's adjusted reference price). Intraday movement: The index opened in a gap up at 6,943.47 points, climbed to a morning peak of 6,965.64 points, before interest rate jitters triggered an afternoon correction down to 6,818.39 points. The closing auction recovered over 35 points and landed at 6,854.19 points. 2. CAPITAL FLOWS AND SECTOR STATUS The month-end settlement in Seoul confirms that major players utilized the intraday dip for selective accumulation: Investor Group / Actor Market Behavior Tonight Foreigners Selective buyers. Continued to accumulate core exposure within memory technology and advanced packaging. Institutions Defended support. Met selling pressure above 6,950 points with profit-taking, but bought aggressively around the 6,820 level. Retail Net sellers. Secured gains during the opening rally and remained on the sidelines through the afternoon. Single stocks: Samsung Electronics and SK Hynix both opened markedly higher and set the tone for the morning session. Despite the afternoon's general index cooling, HBM order books for the fourth quarter remain rock solid. Export and defense stocks (Hanwha Aerospace) as well as the shipbuilding industry showed good resilience. 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably and strongly around 1,352.80–1,354.10. The marked strengthening from last week's 1,384 level confirms that international capital has enduring confidence in Korean assets. USD/NOK trades stably around 9.35–9.36. Portfolio assessment: The strong won exchange rate counteracts the index's marginal decline and provides value protection measured in dollars. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.- ·1 päivä sittenSouth Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Tuesday, September 29, 2026EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market completed an orderly and technically important consolidation session on the Korea Exchange (KRX) last night. Following Monday's reopening, where the KOSPI pulled back toward 6,913 points, the market opened weak on Tuesday at 6,844.41 points (-0.66 %) due to renewed interest rate jitters and volatile oil prices ahead of the opening. Throughout the morning, the index tested intraday support at 6,782.99 points. Here, institutional players responded immediately with repurchases, lifting the index markedly toward 6,898.36 points. The closing auction officially landed at 6,864.21 points (-0.37 % / -25.53 points against the previous close of 6,889.74 points). Although the index is temporarily awaiting a new breakout above 7,000 points, last night's trading pattern confirms that the 6,800–6,850 zone is establishing itself as a support floor. At the same time, the South Korean won continues to strengthen: USD/KRW is now trading down around 1,356–1,357. The exchange rate prevents capital leakage and shields the fund's underlying dollar value. Guiding indicator: 🟢 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENTClosing price: KOSPI closed at 6,864.21 points (-0.37 % / -25.53 points). Intraday movement: The index opened at 6,844.41 points, initially fell to 6,782.99 points where massive buying pressure reversed the trend, before climbing to a daily high of 6,898.36 points and landing controllably at 6,864.21 points in the closing auction. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that the sell-off after the holiday reopening is losing momentum: Investor Group / ActorMarket Behavior Last Night ForeignersStabilization. Substantially dampened the selling pace after Monday's sell-off; selective accumulation in memory chips. InstitutionsDefended the support. Actively bought the dip below 6,800 points and lifted afternoon trading. RetailWait-and-see. Balanced trading after the weekend's positionings. Single stocks: Samsung Electronics showed clear signs of a rebound and stabilization after Monday's drop, while SK Hynix consolidated after last week's strong gains. Defense stocks and the shipbuilding industry remained robust, underpinned by full order books for export. 3. CURRENCY COMPONENTLatest status: USD/KRW is trading stably and strongly around 1,356.82 (strengthened from 1,364–1,384 earlier). The strengthened won confirms that foreign capital has confidence in the South Korean economy and is not seeking flight. USD/NOK trades stably around 9.35–9.36. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·24.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Thursday, September 24, 2026 (Chuseok Special) EXECUTIVE SUMMARY & MARKET TEMPERATURE The Korea Exchange (KRX) in Seoul is officially closed today, Thursday, September 24, in celebration of the Korean autumn harvest festival (Chuseok). The exchange will remain closed for the rest of the week. Consequently, there has been no regular stock trading in Seoul tonight, and the domestic market's official status remains anchored to the strong close on Wednesday, September 23. KOSPI finished the trading week prior to the holiday by defending the 7,000 plateau for the fourth consecutive day, officially closing at 7,080.92 points (+0.90% / +63.01 points). Meanwhile, Wall Street experienced a natural and healthy technical breather last night following the week's vertical rise, with the iShares MSCI South Korea ETF (EWY) consolidating down to $185.65. The foreign exchange market shows good stability with USD/KRW in the 1,366–1,369 range. With KOSPI well established above 7,080 points, the position in JPM Korea has a solid buffer and enters the holiday days optimally positioned. Guiding indicator: 🟢 GREEN 1. KOSPI FACT SHEET PRIOR TO THE CHUSEOK BREAK Official closing price (Wednesday, Sep 23): 7,080.92 points | 🟢 Fourth straight gaining day (+0.90% / +63.01 points compared to Tuesday's official 7,017.91 points). Intraday band: Opened in a sharp upward gap at 7,153.99 points, absorbed retail investors' short-term profit-taking before the holiday down to an intraday low of 7,014.98 points, before the closing auction lifted the index safely up to 7,080.92 points. 2. CAPITAL FLOW TICKERS AND INSTITUTIONAL PATTERN Activity leading up to the holiday closure confirms that major players secured a strategic foothold: Investor Group / Actor Market Behavior Prior to Holiday Foreigners Accumulating. Continued net purchases in core semiconductors and retained positions over the holiday. Institutions Buyers on the dip. Supported the 7,000 level and absorbed retail selling during the morning hours. Retail Net sellers (-1,439 billion won). Classic holiday positioning and profit-taking following KOSPI's surge. Single stocks: Samsung Electronics closed up +3.25% to 285,500 won before the holiday, while SK Hynix held steady above 1,870,000 won following upwardly revised price targets and full order books for HBM modules. 3. CURRENCY COMPONENT Latest status: USD/KRW is trading in the 1,366–1,369 range. The won is holding at a balanced level that preserves exporters' operating margins without triggering capital flight. USD/NOK trades stably around 9.35–9.36. Portfolio Assessment: The currency situation is calm, and EWY's consolidation at $185.65 confirms that the rise from last week has broad international acceptance. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·23.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Wednesday, September 23, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered another strong upward session on the Korea Exchange (KRX) tonight, firmly establishing itself in the 7,000 range for the fourth consecutive trading day. In line with yesterday's massive jump in New York, where the iShares MSCI South Korea ETF (EWY) rose to $192.62 (+1.83 %), the KOSPI opened in a sharp upward gap of 7,153.99 points (+1.94 %). The index noted the opening price as the day's high, before natural profit-taking and positioning toward the morning sent the index down to test the daily low at 7,014.98 points. However, buyers defended the 7,000 support with a solid margin, and through the afternoon, institutions lifted the market in a controlled manner to an official closing quotation of 7,078.93 points (+0.87 % / +61.02 points against Tuesday's official level). At the same time, USD/KRW trades remarkably stable around 1,350–1,359. The established buffer against the entry levels (6,250–6,500 points) remains good. Guiding Indicator: 🟢 GREEN 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENT Closing Price: The KOSPI index closed at 7,078.93 points (+0.87 % / +61.02 points from Tuesday's 7,017.91 points, and above Tuesday's temporary 7,025.71 points). Intraday Movement: The index opened in a massive gap up at 7,153.99 points, tested an afternoon low of 7,014.98 points, before the closing auction lifted the index safely to 7,078.93 points. KOSDAQ closed up +0.78 % around 841 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that major players utilized the AI and semiconductor momentum from the US for further accumulation: Investor Group / Actor: Market Behavior Tonight Foreigners: Net buyers. Continued the fourth day of capital inflow directed towards core AI. Institutions: Selective buyers. Absorbed the selling pressure around the 7,020 support and lifted the closing auction. Retail: Net sellers. Continued to realize short-term profits above the 7,100 threshold. Individual Stocks: The chip locomotives led the way once again: Samsung Electronics advanced towards 284,000 won (+2.71 %), while SK Hynix rose to 1,877,000 won (+2.01 %) on the back of unabated global demand for memory and HBM modules. Defense and export-related industries also held up well in positive territory. 3. THE CURRENCY COMPONENT Latest Status: USD/KRW trades in the range of 1,350.50–1,359.20 (latest quotation 1,359.20). The won maintains its relative strength against the dollar following the drop from 1,384 earlier in the week. USD/NOK trades stably around 9.35–9.36. Assessment for the Portfolio: The exchange rate maintains a good balance: It is strong enough to confirm that international capital is flowing in, but weak enough to secure Korean exporters exceptionally good operating margins. This provides solid tailwind for the values in JPM Korea (JPMorgan Funds - Korea Equity Fund). Disclaimer: All content in this report is intended solely as general information and shall not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·22.9.South Korea Report: Part 2 (Results and Post-Analysis) – Tuesday, September 22, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a formidable demonstration of strength last night, breaking through the psychological 7,000-level on the Korea Exchange (KRX). In line with yesterday's powerful breakout in the USA, where iShares MSCI South Korea ETF (EWY) jumped up over +4.3 % to $189.16, KOSPI opened with a massive upward gap of 7,161.61 points (+2.35 %). In the morning hours, the index climbed to a new multi-week high of 7,171.44 points, driven by an explosive boost in core artificial intelligence and semiconductor stocks. Later in the afternoon, the market experienced natural profit-taking, but buyers defended the 7,000-level with conviction. The index closed up +0.26 % at 7,025.71 points, thus marking an official establishment in the 7,000s. At the same time, USD/KRW fell significantly back to the 1,358–1,360 range, which confirms that international large-scale capital is flowing into Korean assets. Guiding indicator: 🟢 GREEN 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed at 7,025.71 points (+0.26 % / +17.99 points from Monday's adjusted 7,007.72 points, and above yesterday's preliminary closing price of 6,997.04 points). Intraday movement: The index opened with a huge jump at 7,161.61 points, reached a daily high of 7,171.44 points, before consolidating through the morning and testing a daily low of 6,986.27 points. In the closing auction, institutions safely lifted the index back above the 7,000-mark to 7,025.71 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that institutional buying pressure has lifted the market's valuation plateau: Investor Group / PlayerMarket Behavior last night Foreign (Foreigners)Net buyers. Continued the aggressive accumulation of Korean AI and semiconductor exposure. Institutions (Institutions)Significant net buyers. Added billions to index locomotives and supported the morning peak. Private (Retail)Profit-taking. Sold off during the opening rally and took short-term profit above 7,150 points. Individual stocks: Chip giants Samsung Electronics and SK Hynix both opened up over +3 % and set the tone for the entire Asian technology sentiment. The financial sector, led by newly launched ETF allocations, experienced solid tailwind, while the defense and export industries maintained good momentum. 3. CURRENCY COMPONENT Latest status: USD/KRW fell significantly to 1,358–1,360 (from 1,375–1,384 earlier in the week). The South Korean won is experiencing a strong strengthening driven by large currency inflows from foreign funds. USD/NOK trades stably around 9.34–9.36. Portfolio assessment: The strengthening of the won is a double gain: It signals that capital flight has been called off and reinforces the fund's underlying return measured against the dollar. JPM Korea (JPMorgan Funds - Korea Equity Fund) is now fully benefiting from KOSPI breaking the 7,000-mark. Disclaimer: All content in this report is for general information purposes only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
Keskimääräinen: 5 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Tunnusluvut
Juoksevat kulut
1,80%Omaisuusluokka
OsakeKategoria
Korea osakkeetPerusvaluutta
USDLainoitusaste
85%Avaintietoasiakirja
Tietoa rahastosta
The fund provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies.
Vastaavan tyyppisiä rahastoja
Ei vastaavan tyyppisiä rahastot saatavilla.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet104,8%
- Lyhyt korko−4,8%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenSouth Korea Report: Part 2 (Result and Post-Analysis) – Wednesday, September 30, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a markedly two-part trading session on the Korea Exchange (KRX) tonight. In line with Tuesday evening's strong signal from New York, where iShares MSCI South Korea ETF (EWY) jumped toward $187.10, KOSPI opened in a solid upward gap of 6,943.47 points (+1.06%). In the morning hours, the index continued straight up to an intraday high of 6,965.64 points, lifted by renewed demand for global memory and AI chips. Through the afternoon, however, the rise was met by headwinds from high U.S. Treasury yields and short-term month-end profit-taking. The index drifted back to test an intraday low of 6,818.39 points, before institutional buyers absorbed the selling pressure towards the closing auction. KOSPI closed officially at 6,854.19 points (-0.24% / -16.62 points relative to the reference level). Despite the afternoon cooling, tonight's trading pattern confirms that the 6,800–6,820 zone acts as an institutional support floor. At the same time, the South Korean won continues to show strength: USD/KRW trades down in the 1,352–1,354 bracket, which maintains solid foreign capital inflow and protects the fund's underlying dollar value. Position in JPM Korea: Guiding indicator: 🟢 1. KOSPI RESULT AND INTRA-DAY TRADING PERFORMANCE Closing price: The KOSPI index closed at 6,854.19 points (-0.24% / -16.62 points from yesterday's adjusted reference price). Intraday movement: The index opened in a gap up at 6,943.47 points, climbed to a morning peak of 6,965.64 points, before interest rate jitters triggered an afternoon correction down to 6,818.39 points. The closing auction recovered over 35 points and landed at 6,854.19 points. 2. CAPITAL FLOWS AND SECTOR STATUS The month-end settlement in Seoul confirms that major players utilized the intraday dip for selective accumulation: Investor Group / Actor Market Behavior Tonight Foreigners Selective buyers. Continued to accumulate core exposure within memory technology and advanced packaging. Institutions Defended support. Met selling pressure above 6,950 points with profit-taking, but bought aggressively around the 6,820 level. Retail Net sellers. Secured gains during the opening rally and remained on the sidelines through the afternoon. Single stocks: Samsung Electronics and SK Hynix both opened markedly higher and set the tone for the morning session. Despite the afternoon's general index cooling, HBM order books for the fourth quarter remain rock solid. Export and defense stocks (Hanwha Aerospace) as well as the shipbuilding industry showed good resilience. 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably and strongly around 1,352.80–1,354.10. The marked strengthening from last week's 1,384 level confirms that international capital has enduring confidence in Korean assets. USD/NOK trades stably around 9.35–9.36. Portfolio assessment: The strong won exchange rate counteracts the index's marginal decline and provides value protection measured in dollars. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.
- ·1 päivä sittenSouth Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Tuesday, September 29, 2026EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market completed an orderly and technically important consolidation session on the Korea Exchange (KRX) last night. Following Monday's reopening, where the KOSPI pulled back toward 6,913 points, the market opened weak on Tuesday at 6,844.41 points (-0.66 %) due to renewed interest rate jitters and volatile oil prices ahead of the opening. Throughout the morning, the index tested intraday support at 6,782.99 points. Here, institutional players responded immediately with repurchases, lifting the index markedly toward 6,898.36 points. The closing auction officially landed at 6,864.21 points (-0.37 % / -25.53 points against the previous close of 6,889.74 points). Although the index is temporarily awaiting a new breakout above 7,000 points, last night's trading pattern confirms that the 6,800–6,850 zone is establishing itself as a support floor. At the same time, the South Korean won continues to strengthen: USD/KRW is now trading down around 1,356–1,357. The exchange rate prevents capital leakage and shields the fund's underlying dollar value. Guiding indicator: 🟢 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENTClosing price: KOSPI closed at 6,864.21 points (-0.37 % / -25.53 points). Intraday movement: The index opened at 6,844.41 points, initially fell to 6,782.99 points where massive buying pressure reversed the trend, before climbing to a daily high of 6,898.36 points and landing controllably at 6,864.21 points in the closing auction. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that the sell-off after the holiday reopening is losing momentum: Investor Group / ActorMarket Behavior Last Night ForeignersStabilization. Substantially dampened the selling pace after Monday's sell-off; selective accumulation in memory chips. InstitutionsDefended the support. Actively bought the dip below 6,800 points and lifted afternoon trading. RetailWait-and-see. Balanced trading after the weekend's positionings. Single stocks: Samsung Electronics showed clear signs of a rebound and stabilization after Monday's drop, while SK Hynix consolidated after last week's strong gains. Defense stocks and the shipbuilding industry remained robust, underpinned by full order books for export. 3. CURRENCY COMPONENTLatest status: USD/KRW is trading stably and strongly around 1,356.82 (strengthened from 1,364–1,384 earlier). The strengthened won confirms that foreign capital has confidence in the South Korean economy and is not seeking flight. USD/NOK trades stably around 9.35–9.36. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·24.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Thursday, September 24, 2026 (Chuseok Special) EXECUTIVE SUMMARY & MARKET TEMPERATURE The Korea Exchange (KRX) in Seoul is officially closed today, Thursday, September 24, in celebration of the Korean autumn harvest festival (Chuseok). The exchange will remain closed for the rest of the week. Consequently, there has been no regular stock trading in Seoul tonight, and the domestic market's official status remains anchored to the strong close on Wednesday, September 23. KOSPI finished the trading week prior to the holiday by defending the 7,000 plateau for the fourth consecutive day, officially closing at 7,080.92 points (+0.90% / +63.01 points). Meanwhile, Wall Street experienced a natural and healthy technical breather last night following the week's vertical rise, with the iShares MSCI South Korea ETF (EWY) consolidating down to $185.65. The foreign exchange market shows good stability with USD/KRW in the 1,366–1,369 range. With KOSPI well established above 7,080 points, the position in JPM Korea has a solid buffer and enters the holiday days optimally positioned. Guiding indicator: 🟢 GREEN 1. KOSPI FACT SHEET PRIOR TO THE CHUSEOK BREAK Official closing price (Wednesday, Sep 23): 7,080.92 points | 🟢 Fourth straight gaining day (+0.90% / +63.01 points compared to Tuesday's official 7,017.91 points). Intraday band: Opened in a sharp upward gap at 7,153.99 points, absorbed retail investors' short-term profit-taking before the holiday down to an intraday low of 7,014.98 points, before the closing auction lifted the index safely up to 7,080.92 points. 2. CAPITAL FLOW TICKERS AND INSTITUTIONAL PATTERN Activity leading up to the holiday closure confirms that major players secured a strategic foothold: Investor Group / Actor Market Behavior Prior to Holiday Foreigners Accumulating. Continued net purchases in core semiconductors and retained positions over the holiday. Institutions Buyers on the dip. Supported the 7,000 level and absorbed retail selling during the morning hours. Retail Net sellers (-1,439 billion won). Classic holiday positioning and profit-taking following KOSPI's surge. Single stocks: Samsung Electronics closed up +3.25% to 285,500 won before the holiday, while SK Hynix held steady above 1,870,000 won following upwardly revised price targets and full order books for HBM modules. 3. CURRENCY COMPONENT Latest status: USD/KRW is trading in the 1,366–1,369 range. The won is holding at a balanced level that preserves exporters' operating margins without triggering capital flight. USD/NOK trades stably around 9.35–9.36. Portfolio Assessment: The currency situation is calm, and EWY's consolidation at $185.65 confirms that the rise from last week has broad international acceptance. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·23.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Wednesday, September 23, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered another strong upward session on the Korea Exchange (KRX) tonight, firmly establishing itself in the 7,000 range for the fourth consecutive trading day. In line with yesterday's massive jump in New York, where the iShares MSCI South Korea ETF (EWY) rose to $192.62 (+1.83 %), the KOSPI opened in a sharp upward gap of 7,153.99 points (+1.94 %). The index noted the opening price as the day's high, before natural profit-taking and positioning toward the morning sent the index down to test the daily low at 7,014.98 points. However, buyers defended the 7,000 support with a solid margin, and through the afternoon, institutions lifted the market in a controlled manner to an official closing quotation of 7,078.93 points (+0.87 % / +61.02 points against Tuesday's official level). At the same time, USD/KRW trades remarkably stable around 1,350–1,359. The established buffer against the entry levels (6,250–6,500 points) remains good. Guiding Indicator: 🟢 GREEN 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENT Closing Price: The KOSPI index closed at 7,078.93 points (+0.87 % / +61.02 points from Tuesday's 7,017.91 points, and above Tuesday's temporary 7,025.71 points). Intraday Movement: The index opened in a massive gap up at 7,153.99 points, tested an afternoon low of 7,014.98 points, before the closing auction lifted the index safely to 7,078.93 points. KOSDAQ closed up +0.78 % around 841 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that major players utilized the AI and semiconductor momentum from the US for further accumulation: Investor Group / Actor: Market Behavior Tonight Foreigners: Net buyers. Continued the fourth day of capital inflow directed towards core AI. Institutions: Selective buyers. Absorbed the selling pressure around the 7,020 support and lifted the closing auction. Retail: Net sellers. Continued to realize short-term profits above the 7,100 threshold. Individual Stocks: The chip locomotives led the way once again: Samsung Electronics advanced towards 284,000 won (+2.71 %), while SK Hynix rose to 1,877,000 won (+2.01 %) on the back of unabated global demand for memory and HBM modules. Defense and export-related industries also held up well in positive territory. 3. THE CURRENCY COMPONENT Latest Status: USD/KRW trades in the range of 1,350.50–1,359.20 (latest quotation 1,359.20). The won maintains its relative strength against the dollar following the drop from 1,384 earlier in the week. USD/NOK trades stably around 9.35–9.36. Assessment for the Portfolio: The exchange rate maintains a good balance: It is strong enough to confirm that international capital is flowing in, but weak enough to secure Korean exporters exceptionally good operating margins. This provides solid tailwind for the values in JPM Korea (JPMorgan Funds - Korea Equity Fund). Disclaimer: All content in this report is intended solely as general information and shall not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·22.9.South Korea Report: Part 2 (Results and Post-Analysis) – Tuesday, September 22, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a formidable demonstration of strength last night, breaking through the psychological 7,000-level on the Korea Exchange (KRX). In line with yesterday's powerful breakout in the USA, where iShares MSCI South Korea ETF (EWY) jumped up over +4.3 % to $189.16, KOSPI opened with a massive upward gap of 7,161.61 points (+2.35 %). In the morning hours, the index climbed to a new multi-week high of 7,171.44 points, driven by an explosive boost in core artificial intelligence and semiconductor stocks. Later in the afternoon, the market experienced natural profit-taking, but buyers defended the 7,000-level with conviction. The index closed up +0.26 % at 7,025.71 points, thus marking an official establishment in the 7,000s. At the same time, USD/KRW fell significantly back to the 1,358–1,360 range, which confirms that international large-scale capital is flowing into Korean assets. Guiding indicator: 🟢 GREEN 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed at 7,025.71 points (+0.26 % / +17.99 points from Monday's adjusted 7,007.72 points, and above yesterday's preliminary closing price of 6,997.04 points). Intraday movement: The index opened with a huge jump at 7,161.61 points, reached a daily high of 7,171.44 points, before consolidating through the morning and testing a daily low of 6,986.27 points. In the closing auction, institutions safely lifted the index back above the 7,000-mark to 7,025.71 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that institutional buying pressure has lifted the market's valuation plateau: Investor Group / PlayerMarket Behavior last night Foreign (Foreigners)Net buyers. Continued the aggressive accumulation of Korean AI and semiconductor exposure. Institutions (Institutions)Significant net buyers. Added billions to index locomotives and supported the morning peak. Private (Retail)Profit-taking. Sold off during the opening rally and took short-term profit above 7,150 points. Individual stocks: Chip giants Samsung Electronics and SK Hynix both opened up over +3 % and set the tone for the entire Asian technology sentiment. The financial sector, led by newly launched ETF allocations, experienced solid tailwind, while the defense and export industries maintained good momentum. 3. CURRENCY COMPONENT Latest status: USD/KRW fell significantly to 1,358–1,360 (from 1,375–1,384 earlier in the week). The South Korean won is experiencing a strong strengthening driven by large currency inflows from foreign funds. USD/NOK trades stably around 9.34–9.36. Portfolio assessment: The strengthening of the won is a double gain: It signals that capital flight has been called off and reinforces the fund's underlying return measured against the dollar. JPM Korea (JPMorgan Funds - Korea Equity Fund) is now fully benefiting from KOSPI breaking the 7,000-mark. Disclaimer: All content in this report is for general information purposes only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.
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Korea osakkeetPerusvaluutta
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The fund provide long-term capital growth by investing primarily in a concentrated portfolio of Korean companies.
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- ·6 t sittenSouth Korea Report: Part 2 (Result and Post-Analysis) – Wednesday, September 30, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a markedly two-part trading session on the Korea Exchange (KRX) tonight. In line with Tuesday evening's strong signal from New York, where iShares MSCI South Korea ETF (EWY) jumped toward $187.10, KOSPI opened in a solid upward gap of 6,943.47 points (+1.06%). In the morning hours, the index continued straight up to an intraday high of 6,965.64 points, lifted by renewed demand for global memory and AI chips. Through the afternoon, however, the rise was met by headwinds from high U.S. Treasury yields and short-term month-end profit-taking. The index drifted back to test an intraday low of 6,818.39 points, before institutional buyers absorbed the selling pressure towards the closing auction. KOSPI closed officially at 6,854.19 points (-0.24% / -16.62 points relative to the reference level). Despite the afternoon cooling, tonight's trading pattern confirms that the 6,800–6,820 zone acts as an institutional support floor. At the same time, the South Korean won continues to show strength: USD/KRW trades down in the 1,352–1,354 bracket, which maintains solid foreign capital inflow and protects the fund's underlying dollar value. Position in JPM Korea: Guiding indicator: 🟢 1. KOSPI RESULT AND INTRA-DAY TRADING PERFORMANCE Closing price: The KOSPI index closed at 6,854.19 points (-0.24% / -16.62 points from yesterday's adjusted reference price). Intraday movement: The index opened in a gap up at 6,943.47 points, climbed to a morning peak of 6,965.64 points, before interest rate jitters triggered an afternoon correction down to 6,818.39 points. The closing auction recovered over 35 points and landed at 6,854.19 points. 2. CAPITAL FLOWS AND SECTOR STATUS The month-end settlement in Seoul confirms that major players utilized the intraday dip for selective accumulation: Investor Group / Actor Market Behavior Tonight Foreigners Selective buyers. Continued to accumulate core exposure within memory technology and advanced packaging. Institutions Defended support. Met selling pressure above 6,950 points with profit-taking, but bought aggressively around the 6,820 level. Retail Net sellers. Secured gains during the opening rally and remained on the sidelines through the afternoon. Single stocks: Samsung Electronics and SK Hynix both opened markedly higher and set the tone for the morning session. Despite the afternoon's general index cooling, HBM order books for the fourth quarter remain rock solid. Export and defense stocks (Hanwha Aerospace) as well as the shipbuilding industry showed good resilience. 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably and strongly around 1,352.80–1,354.10. The marked strengthening from last week's 1,384 level confirms that international capital has enduring confidence in Korean assets. USD/NOK trades stably around 9.35–9.36. Portfolio assessment: The strong won exchange rate counteracts the index's marginal decline and provides value protection measured in dollars. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.
- ·1 päivä sittenSouth Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Tuesday, September 29, 2026EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market completed an orderly and technically important consolidation session on the Korea Exchange (KRX) last night. Following Monday's reopening, where the KOSPI pulled back toward 6,913 points, the market opened weak on Tuesday at 6,844.41 points (-0.66 %) due to renewed interest rate jitters and volatile oil prices ahead of the opening. Throughout the morning, the index tested intraday support at 6,782.99 points. Here, institutional players responded immediately with repurchases, lifting the index markedly toward 6,898.36 points. The closing auction officially landed at 6,864.21 points (-0.37 % / -25.53 points against the previous close of 6,889.74 points). Although the index is temporarily awaiting a new breakout above 7,000 points, last night's trading pattern confirms that the 6,800–6,850 zone is establishing itself as a support floor. At the same time, the South Korean won continues to strengthen: USD/KRW is now trading down around 1,356–1,357. The exchange rate prevents capital leakage and shields the fund's underlying dollar value. Guiding indicator: 🟢 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENTClosing price: KOSPI closed at 6,864.21 points (-0.37 % / -25.53 points). Intraday movement: The index opened at 6,844.41 points, initially fell to 6,782.99 points where massive buying pressure reversed the trend, before climbing to a daily high of 6,898.36 points and landing controllably at 6,864.21 points in the closing auction. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that the sell-off after the holiday reopening is losing momentum: Investor Group / ActorMarket Behavior Last Night ForeignersStabilization. Substantially dampened the selling pace after Monday's sell-off; selective accumulation in memory chips. InstitutionsDefended the support. Actively bought the dip below 6,800 points and lifted afternoon trading. RetailWait-and-see. Balanced trading after the weekend's positionings. Single stocks: Samsung Electronics showed clear signs of a rebound and stabilization after Monday's drop, while SK Hynix consolidated after last week's strong gains. Defense stocks and the shipbuilding industry remained robust, underpinned by full order books for export. 3. CURRENCY COMPONENTLatest status: USD/KRW is trading stably and strongly around 1,356.82 (strengthened from 1,364–1,384 earlier). The strengthened won confirms that foreign capital has confidence in the South Korean economy and is not seeking flight. USD/NOK trades stably around 9.35–9.36. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·24.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Thursday, September 24, 2026 (Chuseok Special) EXECUTIVE SUMMARY & MARKET TEMPERATURE The Korea Exchange (KRX) in Seoul is officially closed today, Thursday, September 24, in celebration of the Korean autumn harvest festival (Chuseok). The exchange will remain closed for the rest of the week. Consequently, there has been no regular stock trading in Seoul tonight, and the domestic market's official status remains anchored to the strong close on Wednesday, September 23. KOSPI finished the trading week prior to the holiday by defending the 7,000 plateau for the fourth consecutive day, officially closing at 7,080.92 points (+0.90% / +63.01 points). Meanwhile, Wall Street experienced a natural and healthy technical breather last night following the week's vertical rise, with the iShares MSCI South Korea ETF (EWY) consolidating down to $185.65. The foreign exchange market shows good stability with USD/KRW in the 1,366–1,369 range. With KOSPI well established above 7,080 points, the position in JPM Korea has a solid buffer and enters the holiday days optimally positioned. Guiding indicator: 🟢 GREEN 1. KOSPI FACT SHEET PRIOR TO THE CHUSEOK BREAK Official closing price (Wednesday, Sep 23): 7,080.92 points | 🟢 Fourth straight gaining day (+0.90% / +63.01 points compared to Tuesday's official 7,017.91 points). Intraday band: Opened in a sharp upward gap at 7,153.99 points, absorbed retail investors' short-term profit-taking before the holiday down to an intraday low of 7,014.98 points, before the closing auction lifted the index safely up to 7,080.92 points. 2. CAPITAL FLOW TICKERS AND INSTITUTIONAL PATTERN Activity leading up to the holiday closure confirms that major players secured a strategic foothold: Investor Group / Actor Market Behavior Prior to Holiday Foreigners Accumulating. Continued net purchases in core semiconductors and retained positions over the holiday. Institutions Buyers on the dip. Supported the 7,000 level and absorbed retail selling during the morning hours. Retail Net sellers (-1,439 billion won). Classic holiday positioning and profit-taking following KOSPI's surge. Single stocks: Samsung Electronics closed up +3.25% to 285,500 won before the holiday, while SK Hynix held steady above 1,870,000 won following upwardly revised price targets and full order books for HBM modules. 3. CURRENCY COMPONENT Latest status: USD/KRW is trading in the 1,366–1,369 range. The won is holding at a balanced level that preserves exporters' operating margins without triggering capital flight. USD/NOK trades stably around 9.35–9.36. Portfolio Assessment: The currency situation is calm, and EWY's consolidation at $185.65 confirms that the rise from last week has broad international acceptance. Disclaimer: All content in this report is intended solely as general information and should not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·23.9.South Korea Report: Part 2 (Fact Sheet and Post-Analysis) – Wednesday, September 23, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered another strong upward session on the Korea Exchange (KRX) tonight, firmly establishing itself in the 7,000 range for the fourth consecutive trading day. In line with yesterday's massive jump in New York, where the iShares MSCI South Korea ETF (EWY) rose to $192.62 (+1.83 %), the KOSPI opened in a sharp upward gap of 7,153.99 points (+1.94 %). The index noted the opening price as the day's high, before natural profit-taking and positioning toward the morning sent the index down to test the daily low at 7,014.98 points. However, buyers defended the 7,000 support with a solid margin, and through the afternoon, institutions lifted the market in a controlled manner to an official closing quotation of 7,078.93 points (+0.87 % / +61.02 points against Tuesday's official level). At the same time, USD/KRW trades remarkably stable around 1,350–1,359. The established buffer against the entry levels (6,250–6,500 points) remains good. Guiding Indicator: 🟢 GREEN 1. KOSPI FACT SHEET AND INTRA-DAY TRADING DEVELOPMENT Closing Price: The KOSPI index closed at 7,078.93 points (+0.87 % / +61.02 points from Tuesday's 7,017.91 points, and above Tuesday's temporary 7,025.71 points). Intraday Movement: The index opened in a massive gap up at 7,153.99 points, tested an afternoon low of 7,014.98 points, before the closing auction lifted the index safely to 7,078.93 points. KOSDAQ closed up +0.78 % around 841 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that major players utilized the AI and semiconductor momentum from the US for further accumulation: Investor Group / Actor: Market Behavior Tonight Foreigners: Net buyers. Continued the fourth day of capital inflow directed towards core AI. Institutions: Selective buyers. Absorbed the selling pressure around the 7,020 support and lifted the closing auction. Retail: Net sellers. Continued to realize short-term profits above the 7,100 threshold. Individual Stocks: The chip locomotives led the way once again: Samsung Electronics advanced towards 284,000 won (+2.71 %), while SK Hynix rose to 1,877,000 won (+2.01 %) on the back of unabated global demand for memory and HBM modules. Defense and export-related industries also held up well in positive territory. 3. THE CURRENCY COMPONENT Latest Status: USD/KRW trades in the range of 1,350.50–1,359.20 (latest quotation 1,359.20). The won maintains its relative strength against the dollar following the drop from 1,384 earlier in the week. USD/NOK trades stably around 9.35–9.36. Assessment for the Portfolio: The exchange rate maintains a good balance: It is strong enough to confirm that international capital is flowing in, but weak enough to secure Korean exporters exceptionally good operating margins. This provides solid tailwind for the values in JPM Korea (JPMorgan Funds - Korea Equity Fund). Disclaimer: All content in this report is intended solely as general information and shall not be construed as financial, legal, or tax advice. Investments in the stock market always entail a risk of capital loss.
- ·22.9.South Korea Report: Part 2 (Results and Post-Analysis) – Tuesday, September 22, 2026 EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a formidable demonstration of strength last night, breaking through the psychological 7,000-level on the Korea Exchange (KRX). In line with yesterday's powerful breakout in the USA, where iShares MSCI South Korea ETF (EWY) jumped up over +4.3 % to $189.16, KOSPI opened with a massive upward gap of 7,161.61 points (+2.35 %). In the morning hours, the index climbed to a new multi-week high of 7,171.44 points, driven by an explosive boost in core artificial intelligence and semiconductor stocks. Later in the afternoon, the market experienced natural profit-taking, but buyers defended the 7,000-level with conviction. The index closed up +0.26 % at 7,025.71 points, thus marking an official establishment in the 7,000s. At the same time, USD/KRW fell significantly back to the 1,358–1,360 range, which confirms that international large-scale capital is flowing into Korean assets. Guiding indicator: 🟢 GREEN 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed at 7,025.71 points (+0.26 % / +17.99 points from Monday's adjusted 7,007.72 points, and above yesterday's preliminary closing price of 6,997.04 points). Intraday movement: The index opened with a huge jump at 7,161.61 points, reached a daily high of 7,171.44 points, before consolidating through the morning and testing a daily low of 6,986.27 points. In the closing auction, institutions safely lifted the index back above the 7,000-mark to 7,025.71 points. 2. CAPITAL FLOWS AND SECTOR STATUS Today's order flow in Seoul confirms that institutional buying pressure has lifted the market's valuation plateau: Investor Group / PlayerMarket Behavior last night Foreign (Foreigners)Net buyers. Continued the aggressive accumulation of Korean AI and semiconductor exposure. Institutions (Institutions)Significant net buyers. Added billions to index locomotives and supported the morning peak. Private (Retail)Profit-taking. Sold off during the opening rally and took short-term profit above 7,150 points. Individual stocks: Chip giants Samsung Electronics and SK Hynix both opened up over +3 % and set the tone for the entire Asian technology sentiment. The financial sector, led by newly launched ETF allocations, experienced solid tailwind, while the defense and export industries maintained good momentum. 3. CURRENCY COMPONENT Latest status: USD/KRW fell significantly to 1,358–1,360 (from 1,375–1,384 earlier in the week). The South Korean won is experiencing a strong strengthening driven by large currency inflows from foreign funds. USD/NOK trades stably around 9.34–9.36. Portfolio assessment: The strengthening of the won is a double gain: It signals that capital flight has been called off and reinforces the fund's underlying return measured against the dollar. JPM Korea (JPMorgan Funds - Korea Equity Fund) is now fully benefiting from KOSPI breaking the 7,000-mark. Disclaimer: All content in this report is for general information purposes only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.
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Omistukset
Päivitetty 31.7.2026
Jakauma
- Osakkeet104,8%
- Lyhyt korko−4,8%