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 kulut1,80%
- OmaisuusluokkaOsake
- KategoriaKorea osakkeet
- PerusvaluuttaUSD
- Lainoitusaste85%
- 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 30.6.2026
Jakauma
- Osakkeet98,7%
- Lyhyt korko1,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4 t sitten### # South Korea Report: Part 2 (Results and Post-Analysis) – Wednesday, August 5, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a new, strong upward session overnight. The KOSPI index surged +3.76% to 6,598.26 points, driven by a massive relief rally following Tuesday evening's sharp EWY jump on Wall Street (+6.80% to $171.14) and a broad upswing in global technology stocks. The main driver behind last night's risk appetite was reports that the US and Iran are nearing an agreement to reopen the Strait of Hormuz, which sent oil prices (Brent) down towards $78 per barrel and removed the acute inflationary pressure on Asian industry. In combination with strong AI guidances from American Big Tech, this triggered a new wave of institutional bargain hunting ("bargain hunting") in South Korean semiconductors. Guiding Indicator: 🟢 GREEN (Controlled rebalancing / Gradual phasing in) Time limit: Strategically valid until tonight's trading start on Wall Street. ### 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed up +3.76% (+239.31 points) at 6,598.26 points (compared to Tuesday's listing of 6,358.95 points). Intraday movement: The index opened with a significant positive gap at 6,603.48 points (+3.85%) and tested an intraday high of 6,674.66 points midway through the session. After a brief consolidation above the 6,540 level, the index closed strongly near the day's high. ### 2. CAPITAL FLOWS AND INSTITUTIONAL REBOUND BUYING Last night's trading pattern reveals that foreign managers resolutely returned to net buying after weeks of risk reduction: Investor Group / Actor | Market behavior overnight Foreigners Net buyers. Heavily bought into the semiconductor and automotive sectors after lower oil prices and easing tensions in the Middle East. Institutions Accumulation. Increased weighting in memory technology and industrial stocks. Geopolitics & Oil Positive impulse. Brent oil down towards $78 dampened inflation fears for the Korean import industry. | Individual Stocks: South Korea's chip giants led the rally. SK Hynix surged over +7% to 1,689,000 won, while Samsung Electronics** climbed over +2.5–3.6% to around 246,000–248,750 won. Automakers Hyundai Motor (+3.1%) and Kia (+2.0%) also experienced strong buying interest due to lower raw material and freight costs. ### 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably in the 1,425–1,429 range, reflecting that renewed capital inflow to Seoul strengthens the South Korean won. USD/NOK maintains a stably high level at 9.6640. Portfolio assessment: The high dollar exchange rate against Norwegian kroner continues to shield the values in your Nordnet account. Last night's significant index increase in Seoul (+3.76%) combined with yesterday's EWY surge in New York (+6.80%) will provide a solid, positive value-based price boost to the NAV rates in JPM Korea this afternoon. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator to 🟢 GREEN. Last night's climb towards the 6,600-point level, supported by falling oil prices and real net purchases from foreign actors, confirms that the KOSPI index has established a sustainable technical bottom above the crisis-hit 6,000 level. Recommended action before the order deadline at 13:00: 1. Release pending capital: There is now a fundamental and technical basis to start a stepwise and controlled phasing in of unused cash reserves, while the rest is kept in readiness for gradual phasing in throughout the week. *Disclaimer: All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*- ·6 t sittenDon't really need info about Turning point now: https://e24.no/boers-og-finans/i/vr9lEj/forvalter-avsloerer-sine-heteste-ai-aksjer
- ·2 päivää sitten# South Korea Report: Part 2 (Results and Post-Analysis) – Monday, August 3, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE After Friday's historic rebound surge (+17.91 %), natural profit-taking characterized Monday's trading session in Seoul. The KOSPI index fell -5.36 % as foreign and institutional players used the strong weekend boost to take profits and rebalance portfolios. Although the trading day started with a significant drop, the session was marked by an orderly and controlled digestion of Friday's gains. The overnight reaction confirms that the market is in the process of establishing a new trading range above the crisis-hit 6,000-level, while investors await new global impulses. Guiding Indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing) Time Limit: Tactically valid until tonight's market open on Wall Street and further clarification in global semiconductor stability. Tactical Note: Report delivered precisely at 10:00 Norwegian time, fully updated with fresh closing price data from Korea Exchange (KRX) after Monday's session in Seoul has closed. ### 1. KOSPI RESULTS AND THE CONTROLLED PULLBACK Closing Price: The KOSPI index closed down -5.36 % at 6,241.91 points (a fall of 353.54 points from Friday's rebound level of 6,595.45 points). Intraday Movement: The index opened with a negative gap of 6,358.27 points (-3.60 %). Selling pressure spread steadily throughout the session to an intraday low of 6,223.29 points, before the index consolidated and closed at 6241.91 points. ### 2. CAPITAL FLOWS AND SECTOR SHIFTS Today's order flow in Seoul reflects profit-taking after last week's extreme fluctuations: Investor Group / Player - Market Behavior overnight Foreigners (Foreigners) Net Sellers. Sold off shares for approx. 860 billion won (especially chips) to secure profits. Institutions (Institutions) Selective rebalancing. Took profits in technology, but maintained a cautious profile. Private (Retail) Net Buyers Absorbed selling volume from foreigners through steady support purchases. | Individual Stocks: Semiconductor leaders Samsung Electronics and SK Hynix both corrected down just under -7 %. This came as a direct reaction to the shares surging over 23–28 % on Friday. ### 3. THE CURRENCY COMPONENT Latest Status: USD/KRW has calmed down noticeably and trades around 1,431.50 (a clear strengthening of the won compared to the 1,480-levels during the crisis). USD/NOK maintains a stable high level of 9.6640. Portfolio Assessment: The strengthening of the South Korean won helps to mitigate the effect of the index drop for foreign investors. The combination of Friday's massive NAV boost and today's moderate decline provides overall stabilization for the JPM Korea fund on Nordnet. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): The Guiding Indicator is maintained at 🟡 YELLOW. Today's consolidation at 6,241 points is a healthy and expected digestion after Friday's historic rally. The most critical signal is that the index remains well above the 6,000-point level, and that debt settlement panic has subsided. Recommendation before the order deadline at 13:00: 1. Hold existing positions: The portfolio has recovered significantly from last week's lows. 2. Cash preparedness: Let rebalancing capital remain pending for now until we see how the American exchanges open this afternoon. If Wall Street confirms a stable foundation tonight, it will open for a controlled, gradual phasing in of cash throughout the week. *Disclaimer (Disclaimer): All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
·31.7."Foreign and institutional investors led the buying, snapping up a net 7.22 trillion won ($5.06 billion) and 1.18 trillion won in shares, respectively. Retail investors, meanwhile, net sold 8.25 trillion won." from https://www.koreatimes.co.kr/economy/20260731/kospi-rockets-18-in-record-breaking-rally A new classic case of us private investors selling off the same shares that professionals are buying? And who usually gets it right? Or as long as there is more money with the professional buyers, it is probably them who control the index the most (like tonight).
Leopold Aschenbrenner was right until he wasn't anymore. 400% leverage (!). From $3bn at the beginning of the year to $45bn in July to around $10bn now. Might there be a bit of a bad mood at his wedding, which apparently coincides with the downturn/crash? Hubris, leveraged speculation, and poor risk management are not a good combination, it seems. 🤔😉 This type of investor/highly leveraged speculator is naturally behind a lot of the volatility. https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situational-awareness-fund-fire-sale.html- ·31.7.# South Korea Report: Part 2 (Outcome and Post-Analysis) – Friday, July 31, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered one of its most spectacular recoveries in history on Friday morning. After the brutal deleveraging and three days of panic selling that sent the index down over 17%, the pendulum swung back with enormous force. Inspired by a wild Wall Street rally tonight (where EWY surged +11.79%, and strong quarterly results from Microsoft and Amazon restored confidence in AI investments), KOSPI exploded right out of the starting blocks. Exchange operator Korea Exchange (KRX) immediately had to trigger a Buy-Side Sidecar to pause automatic buying programs. The index surged over +18% and climbed back towards the 6,600-level. Guiding indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing)** Time limit: Strategically valid over the weekend until Asian reopening on Monday morning, August 3.* ### 1. KOSPI OUTCOME AND THE HISTORICAL REBOUND SURGE Closing price: The KOSPI index closed up a massive **+18.27%** at **6,595.44 points** (a formidable increase of 1,018.82 points from Thursday's closing quote of 5,576.62 points). Intraday movement: The index opened with a massive gap up at 5,657.79 points and immediately shot vertically upwards. The buying wave reached a day's high of 6,630.77 points (+18.9%), before the index consolidated safely and closed very close to the day's highest levels at 6,595.44. ### 2. CAPITAL FLOWS AND INSTITUTIONAL BARGAIN HUNTING The last session of the week was dominated by aggressive institutional price capture and short covering: Investor Group / Player. Market behavior tonight Foreigners Massive net buyers. Flooded back into the market to cover short positions and buy cheap chip stocks. Institutions Aggressive re-allocation. Accumulated technology and industry after the clean-up shock in the derivatives market. | South Korean Authorities Structural support. Launched plans for a state fund of 20 trillion won as well as strong industrial production figures (+2.3%). | Individual stocks: The chip giants experienced one of their strongest single days ever. Samsung Electronics surged a full +24.8% (to 247,000 won), supported by record Q2 results and long-term contracts. SK Hynix exploded up +27.8% (to ~1.64 million won), after CEO Chey Tae-won also publicly bought shares in his own name. ### 3. THE CURRENCY COMPONENT Latest status: USD/NOK maintains a stably high level of 9.6640, while USD/KRW has calmed down considerably to around 1,465.00 after the capital outflow from Seoul stopped. Portfolio assessment: The currency cross still provides solid backing. Tonight's chip explosion (+18.27% on KOSPI) combined with yesterday's EWY surge (+11.79%) in New York will result in a massive, double-digit positive NAV increase in JPM Korea Nordnet this afternoon. ### STRATEGIC ASSESSMENT BEFORE THE ORDER DEADLINE AT 13:00 (AND OVER THE WEEKEND) Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator from 🔴 RED to 🟡 **YELLOW**. Tonight's historical rise confirms that the worst liquidity and deleveraging in Asian technology for this round is behind us. The fact that foreign players and corporate leaders bought heavily back at the 5,600-level has established a strong temporary floor. Recommended action before the order deadline at 13:00 1. Stay calm over the weekend. The cut-off time is considered to be Monday at 13:00 2. Cash on the sidelines: We are keeping cash reserves untouched for now over the weekend to see if Wall Street confirms the rise on Friday evening, before potentially considering a controlled, gradual rebalancing on Monday. Disclaimer: All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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.
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 kulut1,80%
- OmaisuusluokkaOsake
- KategoriaKorea osakkeet
- PerusvaluuttaUSD
- Lainoitusaste85%
- 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 30.6.2026
Jakauma
- Osakkeet98,7%
- Lyhyt korko1,3%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sitten### # South Korea Report: Part 2 (Results and Post-Analysis) – Wednesday, August 5, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a new, strong upward session overnight. The KOSPI index surged +3.76% to 6,598.26 points, driven by a massive relief rally following Tuesday evening's sharp EWY jump on Wall Street (+6.80% to $171.14) and a broad upswing in global technology stocks. The main driver behind last night's risk appetite was reports that the US and Iran are nearing an agreement to reopen the Strait of Hormuz, which sent oil prices (Brent) down towards $78 per barrel and removed the acute inflationary pressure on Asian industry. In combination with strong AI guidances from American Big Tech, this triggered a new wave of institutional bargain hunting ("bargain hunting") in South Korean semiconductors. Guiding Indicator: 🟢 GREEN (Controlled rebalancing / Gradual phasing in) Time limit: Strategically valid until tonight's trading start on Wall Street. ### 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed up +3.76% (+239.31 points) at 6,598.26 points (compared to Tuesday's listing of 6,358.95 points). Intraday movement: The index opened with a significant positive gap at 6,603.48 points (+3.85%) and tested an intraday high of 6,674.66 points midway through the session. After a brief consolidation above the 6,540 level, the index closed strongly near the day's high. ### 2. CAPITAL FLOWS AND INSTITUTIONAL REBOUND BUYING Last night's trading pattern reveals that foreign managers resolutely returned to net buying after weeks of risk reduction: Investor Group / Actor | Market behavior overnight Foreigners Net buyers. Heavily bought into the semiconductor and automotive sectors after lower oil prices and easing tensions in the Middle East. Institutions Accumulation. Increased weighting in memory technology and industrial stocks. Geopolitics & Oil Positive impulse. Brent oil down towards $78 dampened inflation fears for the Korean import industry. | Individual Stocks: South Korea's chip giants led the rally. SK Hynix surged over +7% to 1,689,000 won, while Samsung Electronics** climbed over +2.5–3.6% to around 246,000–248,750 won. Automakers Hyundai Motor (+3.1%) and Kia (+2.0%) also experienced strong buying interest due to lower raw material and freight costs. ### 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably in the 1,425–1,429 range, reflecting that renewed capital inflow to Seoul strengthens the South Korean won. USD/NOK maintains a stably high level at 9.6640. Portfolio assessment: The high dollar exchange rate against Norwegian kroner continues to shield the values in your Nordnet account. Last night's significant index increase in Seoul (+3.76%) combined with yesterday's EWY surge in New York (+6.80%) will provide a solid, positive value-based price boost to the NAV rates in JPM Korea this afternoon. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator to 🟢 GREEN. Last night's climb towards the 6,600-point level, supported by falling oil prices and real net purchases from foreign actors, confirms that the KOSPI index has established a sustainable technical bottom above the crisis-hit 6,000 level. Recommended action before the order deadline at 13:00: 1. Release pending capital: There is now a fundamental and technical basis to start a stepwise and controlled phasing in of unused cash reserves, while the rest is kept in readiness for gradual phasing in throughout the week. *Disclaimer: All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
- ·6 t sittenDon't really need info about Turning point now: https://e24.no/boers-og-finans/i/vr9lEj/forvalter-avsloerer-sine-heteste-ai-aksjer
- ·2 päivää sitten# South Korea Report: Part 2 (Results and Post-Analysis) – Monday, August 3, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE After Friday's historic rebound surge (+17.91 %), natural profit-taking characterized Monday's trading session in Seoul. The KOSPI index fell -5.36 % as foreign and institutional players used the strong weekend boost to take profits and rebalance portfolios. Although the trading day started with a significant drop, the session was marked by an orderly and controlled digestion of Friday's gains. The overnight reaction confirms that the market is in the process of establishing a new trading range above the crisis-hit 6,000-level, while investors await new global impulses. Guiding Indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing) Time Limit: Tactically valid until tonight's market open on Wall Street and further clarification in global semiconductor stability. Tactical Note: Report delivered precisely at 10:00 Norwegian time, fully updated with fresh closing price data from Korea Exchange (KRX) after Monday's session in Seoul has closed. ### 1. KOSPI RESULTS AND THE CONTROLLED PULLBACK Closing Price: The KOSPI index closed down -5.36 % at 6,241.91 points (a fall of 353.54 points from Friday's rebound level of 6,595.45 points). Intraday Movement: The index opened with a negative gap of 6,358.27 points (-3.60 %). Selling pressure spread steadily throughout the session to an intraday low of 6,223.29 points, before the index consolidated and closed at 6241.91 points. ### 2. CAPITAL FLOWS AND SECTOR SHIFTS Today's order flow in Seoul reflects profit-taking after last week's extreme fluctuations: Investor Group / Player - Market Behavior overnight Foreigners (Foreigners) Net Sellers. Sold off shares for approx. 860 billion won (especially chips) to secure profits. Institutions (Institutions) Selective rebalancing. Took profits in technology, but maintained a cautious profile. Private (Retail) Net Buyers Absorbed selling volume from foreigners through steady support purchases. | Individual Stocks: Semiconductor leaders Samsung Electronics and SK Hynix both corrected down just under -7 %. This came as a direct reaction to the shares surging over 23–28 % on Friday. ### 3. THE CURRENCY COMPONENT Latest Status: USD/KRW has calmed down noticeably and trades around 1,431.50 (a clear strengthening of the won compared to the 1,480-levels during the crisis). USD/NOK maintains a stable high level of 9.6640. Portfolio Assessment: The strengthening of the South Korean won helps to mitigate the effect of the index drop for foreign investors. The combination of Friday's massive NAV boost and today's moderate decline provides overall stabilization for the JPM Korea fund on Nordnet. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): The Guiding Indicator is maintained at 🟡 YELLOW. Today's consolidation at 6,241 points is a healthy and expected digestion after Friday's historic rally. The most critical signal is that the index remains well above the 6,000-point level, and that debt settlement panic has subsided. Recommendation before the order deadline at 13:00: 1. Hold existing positions: The portfolio has recovered significantly from last week's lows. 2. Cash preparedness: Let rebalancing capital remain pending for now until we see how the American exchanges open this afternoon. If Wall Street confirms a stable foundation tonight, it will open for a controlled, gradual phasing in of cash throughout the week. *Disclaimer (Disclaimer): All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
- ·31.7."Foreign and institutional investors led the buying, snapping up a net 7.22 trillion won ($5.06 billion) and 1.18 trillion won in shares, respectively. Retail investors, meanwhile, net sold 8.25 trillion won." from https://www.koreatimes.co.kr/economy/20260731/kospi-rockets-18-in-record-breaking-rally A new classic case of us private investors selling off the same shares that professionals are buying? And who usually gets it right? Or as long as there is more money with the professional buyers, it is probably them who control the index the most (like tonight).Leopold Aschenbrenner was right until he wasn't anymore. 400% leverage (!). From $3bn at the beginning of the year to $45bn in July to around $10bn now. Might there be a bit of a bad mood at his wedding, which apparently coincides with the downturn/crash? Hubris, leveraged speculation, and poor risk management are not a good combination, it seems. 🤔😉 This type of investor/highly leveraged speculator is naturally behind a lot of the volatility. https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situational-awareness-fund-fire-sale.html
- ·31.7.# South Korea Report: Part 2 (Outcome and Post-Analysis) – Friday, July 31, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered one of its most spectacular recoveries in history on Friday morning. After the brutal deleveraging and three days of panic selling that sent the index down over 17%, the pendulum swung back with enormous force. Inspired by a wild Wall Street rally tonight (where EWY surged +11.79%, and strong quarterly results from Microsoft and Amazon restored confidence in AI investments), KOSPI exploded right out of the starting blocks. Exchange operator Korea Exchange (KRX) immediately had to trigger a Buy-Side Sidecar to pause automatic buying programs. The index surged over +18% and climbed back towards the 6,600-level. Guiding indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing)** Time limit: Strategically valid over the weekend until Asian reopening on Monday morning, August 3.* ### 1. KOSPI OUTCOME AND THE HISTORICAL REBOUND SURGE Closing price: The KOSPI index closed up a massive **+18.27%** at **6,595.44 points** (a formidable increase of 1,018.82 points from Thursday's closing quote of 5,576.62 points). Intraday movement: The index opened with a massive gap up at 5,657.79 points and immediately shot vertically upwards. The buying wave reached a day's high of 6,630.77 points (+18.9%), before the index consolidated safely and closed very close to the day's highest levels at 6,595.44. ### 2. CAPITAL FLOWS AND INSTITUTIONAL BARGAIN HUNTING The last session of the week was dominated by aggressive institutional price capture and short covering: Investor Group / Player. Market behavior tonight Foreigners Massive net buyers. Flooded back into the market to cover short positions and buy cheap chip stocks. Institutions Aggressive re-allocation. Accumulated technology and industry after the clean-up shock in the derivatives market. | South Korean Authorities Structural support. Launched plans for a state fund of 20 trillion won as well as strong industrial production figures (+2.3%). | Individual stocks: The chip giants experienced one of their strongest single days ever. Samsung Electronics surged a full +24.8% (to 247,000 won), supported by record Q2 results and long-term contracts. SK Hynix exploded up +27.8% (to ~1.64 million won), after CEO Chey Tae-won also publicly bought shares in his own name. ### 3. THE CURRENCY COMPONENT Latest status: USD/NOK maintains a stably high level of 9.6640, while USD/KRW has calmed down considerably to around 1,465.00 after the capital outflow from Seoul stopped. Portfolio assessment: The currency cross still provides solid backing. Tonight's chip explosion (+18.27% on KOSPI) combined with yesterday's EWY surge (+11.79%) in New York will result in a massive, double-digit positive NAV increase in JPM Korea Nordnet this afternoon. ### STRATEGIC ASSESSMENT BEFORE THE ORDER DEADLINE AT 13:00 (AND OVER THE WEEKEND) Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator from 🔴 RED to 🟡 **YELLOW**. Tonight's historical rise confirms that the worst liquidity and deleveraging in Asian technology for this round is behind us. The fact that foreign players and corporate leaders bought heavily back at the 5,600-level has established a strong temporary floor. Recommended action before the order deadline at 13:00 1. Stay calm over the weekend. The cut-off time is considered to be Monday at 13:00 2. Cash on the sidelines: We are keeping cash reserves untouched for now over the weekend to see if Wall Street confirms the rise on Friday evening, before potentially considering a controlled, gradual rebalancing on Monday. Disclaimer: All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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 kulut1,80%
- OmaisuusluokkaOsake
- KategoriaKorea osakkeet
- PerusvaluuttaUSD
- Lainoitusaste85%
- 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.
Foorumi
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- ·4 t sitten### # South Korea Report: Part 2 (Results and Post-Analysis) – Wednesday, August 5, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered a new, strong upward session overnight. The KOSPI index surged +3.76% to 6,598.26 points, driven by a massive relief rally following Tuesday evening's sharp EWY jump on Wall Street (+6.80% to $171.14) and a broad upswing in global technology stocks. The main driver behind last night's risk appetite was reports that the US and Iran are nearing an agreement to reopen the Strait of Hormuz, which sent oil prices (Brent) down towards $78 per barrel and removed the acute inflationary pressure on Asian industry. In combination with strong AI guidances from American Big Tech, this triggered a new wave of institutional bargain hunting ("bargain hunting") in South Korean semiconductors. Guiding Indicator: 🟢 GREEN (Controlled rebalancing / Gradual phasing in) Time limit: Strategically valid until tonight's trading start on Wall Street. ### 1. KOSPI RESULTS AND INTRA-DAY TRADING DEVELOPMENT Closing price: The KOSPI index closed up +3.76% (+239.31 points) at 6,598.26 points (compared to Tuesday's listing of 6,358.95 points). Intraday movement: The index opened with a significant positive gap at 6,603.48 points (+3.85%) and tested an intraday high of 6,674.66 points midway through the session. After a brief consolidation above the 6,540 level, the index closed strongly near the day's high. ### 2. CAPITAL FLOWS AND INSTITUTIONAL REBOUND BUYING Last night's trading pattern reveals that foreign managers resolutely returned to net buying after weeks of risk reduction: Investor Group / Actor | Market behavior overnight Foreigners Net buyers. Heavily bought into the semiconductor and automotive sectors after lower oil prices and easing tensions in the Middle East. Institutions Accumulation. Increased weighting in memory technology and industrial stocks. Geopolitics & Oil Positive impulse. Brent oil down towards $78 dampened inflation fears for the Korean import industry. | Individual Stocks: South Korea's chip giants led the rally. SK Hynix surged over +7% to 1,689,000 won, while Samsung Electronics** climbed over +2.5–3.6% to around 246,000–248,750 won. Automakers Hyundai Motor (+3.1%) and Kia (+2.0%) also experienced strong buying interest due to lower raw material and freight costs. ### 3. CURRENCY COMPONENT Latest status: USD/KRW trades stably in the 1,425–1,429 range, reflecting that renewed capital inflow to Seoul strengthens the South Korean won. USD/NOK maintains a stably high level at 9.6640. Portfolio assessment: The high dollar exchange rate against Norwegian kroner continues to shield the values in your Nordnet account. Last night's significant index increase in Seoul (+3.76%) combined with yesterday's EWY surge in New York (+6.80%) will provide a solid, positive value-based price boost to the NAV rates in JPM Korea this afternoon. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator to 🟢 GREEN. Last night's climb towards the 6,600-point level, supported by falling oil prices and real net purchases from foreign actors, confirms that the KOSPI index has established a sustainable technical bottom above the crisis-hit 6,000 level. Recommended action before the order deadline at 13:00: 1. Release pending capital: There is now a fundamental and technical basis to start a stepwise and controlled phasing in of unused cash reserves, while the rest is kept in readiness for gradual phasing in throughout the week. *Disclaimer: All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
- ·6 t sittenDon't really need info about Turning point now: https://e24.no/boers-og-finans/i/vr9lEj/forvalter-avsloerer-sine-heteste-ai-aksjer
- ·2 päivää sitten# South Korea Report: Part 2 (Results and Post-Analysis) – Monday, August 3, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE After Friday's historic rebound surge (+17.91 %), natural profit-taking characterized Monday's trading session in Seoul. The KOSPI index fell -5.36 % as foreign and institutional players used the strong weekend boost to take profits and rebalance portfolios. Although the trading day started with a significant drop, the session was marked by an orderly and controlled digestion of Friday's gains. The overnight reaction confirms that the market is in the process of establishing a new trading range above the crisis-hit 6,000-level, while investors await new global impulses. Guiding Indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing) Time Limit: Tactically valid until tonight's market open on Wall Street and further clarification in global semiconductor stability. Tactical Note: Report delivered precisely at 10:00 Norwegian time, fully updated with fresh closing price data from Korea Exchange (KRX) after Monday's session in Seoul has closed. ### 1. KOSPI RESULTS AND THE CONTROLLED PULLBACK Closing Price: The KOSPI index closed down -5.36 % at 6,241.91 points (a fall of 353.54 points from Friday's rebound level of 6,595.45 points). Intraday Movement: The index opened with a negative gap of 6,358.27 points (-3.60 %). Selling pressure spread steadily throughout the session to an intraday low of 6,223.29 points, before the index consolidated and closed at 6241.91 points. ### 2. CAPITAL FLOWS AND SECTOR SHIFTS Today's order flow in Seoul reflects profit-taking after last week's extreme fluctuations: Investor Group / Player - Market Behavior overnight Foreigners (Foreigners) Net Sellers. Sold off shares for approx. 860 billion won (especially chips) to secure profits. Institutions (Institutions) Selective rebalancing. Took profits in technology, but maintained a cautious profile. Private (Retail) Net Buyers Absorbed selling volume from foreigners through steady support purchases. | Individual Stocks: Semiconductor leaders Samsung Electronics and SK Hynix both corrected down just under -7 %. This came as a direct reaction to the shares surging over 23–28 % on Friday. ### 3. THE CURRENCY COMPONENT Latest Status: USD/KRW has calmed down noticeably and trades around 1,431.50 (a clear strengthening of the won compared to the 1,480-levels during the crisis). USD/NOK maintains a stable high level of 9.6640. Portfolio Assessment: The strengthening of the South Korean won helps to mitigate the effect of the index drop for foreign investors. The combination of Friday's massive NAV boost and today's moderate decline provides overall stabilization for the JPM Korea fund on Nordnet. ### STRATEGIC ASSESSMENT BEFORE ORDER DEADLINE AT 13:00 Tactical mandate for your portfolio (JPM Korea): The Guiding Indicator is maintained at 🟡 YELLOW. Today's consolidation at 6,241 points is a healthy and expected digestion after Friday's historic rally. The most critical signal is that the index remains well above the 6,000-point level, and that debt settlement panic has subsided. Recommendation before the order deadline at 13:00: 1. Hold existing positions: The portfolio has recovered significantly from last week's lows. 2. Cash preparedness: Let rebalancing capital remain pending for now until we see how the American exchanges open this afternoon. If Wall Street confirms a stable foundation tonight, it will open for a controlled, gradual phasing in of cash throughout the week. *Disclaimer (Disclaimer): All content in this report is intended for general information only, and should not be interpreted as financial, legal, or tax advice. Investments in the stock market always involve a risk of capital loss.*
- ·31.7."Foreign and institutional investors led the buying, snapping up a net 7.22 trillion won ($5.06 billion) and 1.18 trillion won in shares, respectively. Retail investors, meanwhile, net sold 8.25 trillion won." from https://www.koreatimes.co.kr/economy/20260731/kospi-rockets-18-in-record-breaking-rally A new classic case of us private investors selling off the same shares that professionals are buying? And who usually gets it right? Or as long as there is more money with the professional buyers, it is probably them who control the index the most (like tonight).Leopold Aschenbrenner was right until he wasn't anymore. 400% leverage (!). From $3bn at the beginning of the year to $45bn in July to around $10bn now. Might there be a bit of a bad mood at his wedding, which apparently coincides with the downturn/crash? Hubris, leveraged speculation, and poor risk management are not a good combination, it seems. 🤔😉 This type of investor/highly leveraged speculator is naturally behind a lot of the volatility. https://www.cnbc.com/2026/07/31/leopold-aschenbrenner-situational-awareness-fund-fire-sale.html
- ·31.7.# South Korea Report: Part 2 (Outcome and Post-Analysis) – Friday, July 31, 2026 ### EXECUTIVE SUMMARY & MARKET TEMPERATURE The South Korean stock market delivered one of its most spectacular recoveries in history on Friday morning. After the brutal deleveraging and three days of panic selling that sent the index down over 17%, the pendulum swung back with enormous force. Inspired by a wild Wall Street rally tonight (where EWY surged +11.79%, and strong quarterly results from Microsoft and Amazon restored confidence in AI investments), KOSPI exploded right out of the starting blocks. Exchange operator Korea Exchange (KRX) immediately had to trigger a Buy-Side Sidecar to pause automatic buying programs. The index surged over +18% and climbed back towards the 6,600-level. Guiding indicator: 🟡 YELLOW (Hold / Await – Consider gradual rebalancing)** Time limit: Strategically valid over the weekend until Asian reopening on Monday morning, August 3.* ### 1. KOSPI OUTCOME AND THE HISTORICAL REBOUND SURGE Closing price: The KOSPI index closed up a massive **+18.27%** at **6,595.44 points** (a formidable increase of 1,018.82 points from Thursday's closing quote of 5,576.62 points). Intraday movement: The index opened with a massive gap up at 5,657.79 points and immediately shot vertically upwards. The buying wave reached a day's high of 6,630.77 points (+18.9%), before the index consolidated safely and closed very close to the day's highest levels at 6,595.44. ### 2. CAPITAL FLOWS AND INSTITUTIONAL BARGAIN HUNTING The last session of the week was dominated by aggressive institutional price capture and short covering: Investor Group / Player. Market behavior tonight Foreigners Massive net buyers. Flooded back into the market to cover short positions and buy cheap chip stocks. Institutions Aggressive re-allocation. Accumulated technology and industry after the clean-up shock in the derivatives market. | South Korean Authorities Structural support. Launched plans for a state fund of 20 trillion won as well as strong industrial production figures (+2.3%). | Individual stocks: The chip giants experienced one of their strongest single days ever. Samsung Electronics surged a full +24.8% (to 247,000 won), supported by record Q2 results and long-term contracts. SK Hynix exploded up +27.8% (to ~1.64 million won), after CEO Chey Tae-won also publicly bought shares in his own name. ### 3. THE CURRENCY COMPONENT Latest status: USD/NOK maintains a stably high level of 9.6640, while USD/KRW has calmed down considerably to around 1,465.00 after the capital outflow from Seoul stopped. Portfolio assessment: The currency cross still provides solid backing. Tonight's chip explosion (+18.27% on KOSPI) combined with yesterday's EWY surge (+11.79%) in New York will result in a massive, double-digit positive NAV increase in JPM Korea Nordnet this afternoon. ### STRATEGIC ASSESSMENT BEFORE THE ORDER DEADLINE AT 13:00 (AND OVER THE WEEKEND) Tactical mandate for your portfolio (JPM Korea): We upgrade the guiding indicator from 🔴 RED to 🟡 **YELLOW**. Tonight's historical rise confirms that the worst liquidity and deleveraging in Asian technology for this round is behind us. The fact that foreign players and corporate leaders bought heavily back at the 5,600-level has established a strong temporary floor. Recommended action before the order deadline at 13:00 1. Stay calm over the weekend. The cut-off time is considered to be Monday at 13:00 2. Cash on the sidelines: We are keeping cash reserves untouched for now over the weekend to see if Wall Street confirms the rise on Friday evening, before potentially considering a controlled, gradual rebalancing on Monday. Disclaimer: All content in this report is intended for general information 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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Päivitetty 30.6.2026
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