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KOSPI Crashes 7.9% on Meta’s AI Compute Announcement — July 2, 2026
Today’s Summary South Korea’s stock market took a severe blow on July 2, 2026. The KOSPI plunged 655.32 points (7.89%) to close at 7,648.09, while the KOSDAQ shed 62.63 points (6.74%) to finish at 866.72. Circuit breakers (매도 사이드카) were triggered on both markets during the session — a rare and jarring sign of just…
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Seoul Apartment Sales Outpace Rentals for First Time in Six Years — As Stress-DSR Phase 3 Kicks In
A Six-Year Flip: Seoul Apartment Sales Have Overtaken Rentals Something unusual happened in Seoul’s housing market in June 2026: monthly apartment purchase transactions exceeded rental (jeonse) transactions for the first time in six years. Reports from multiple property data outlets, including Business Plus and Korea Public Policy News (July 1, 2026), confirm the shift. As…
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Why Dongshin Construction Surged — ₩10.9B KEPCO Sani Substation Contract
What Happened As of the morning of July 2, 2026, Dongshin Construction (025950) surged +29.97% on the KOSDAQ — effectively reaching its daily upper limit. Volume came in at approximately 457,989 shares, a marked spike in activity. The stock moved alongside other power-infrastructure-related names, with Daewon Cable also hitting the daily limit-up on the same…
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Why Kumho Construction Surged — ₩224.9B Gwacheon Sewage Modernization Contract
What Happened As of the morning of July 2, 2026, Kumho Construction (002990) surged +23.87% on the KOSPI, approaching its daily limit-up level. Trading volume exceeded approximately 4.95 million shares — a significant spike compared to its recent daily average. The stock became one of the most active names in the construction sector as broad…
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Micron Dropped 10% While DRAM Prices Rose — What It Means for Samsung and SK Hynix
Market Updates Investing & Assets Published July 11, 2026 Micron Fell -10.57% While DRAM Prices Kept Rising — What It Means for Samsung and SK Hynix Memory chip prices are going up. Micron’s stock just went sharply down. Understanding why those two things are happening at the same time — and which side of the…
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Wall Street Has Flipped: Fed Rate Cuts Are Off the Table — What Korean Borrowers Need to Check Now
Six Months Ago, Everyone Expected Rate Cuts. Now Wall Street Says “No.” At the start of 2026, the script seemed clear: the Federal Reserve would cut rates in the second half of the year, the dollar would ease, and Korean mortgage rates would drift lower. Markets positioned accordingly. Then June happened. Between June 28 and…
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Burry Shorts NVIDIA: The Korea Semiconductor Reckoning
The Trade That Has Everyone Talking Again On June 30, 2026, Michael Burry did what he does periodically: he posted his short positions on Substack and let the internet argue. His entry on NVIDIA came at $198.09; his short on the iShares Semiconductor ETF (SOXX) at $642.80.[1][2] Both trades have moved in his favor since.…
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Korea’s Housing Tax Break: 90% Goes to Seoul—What the 2026 Reform Means for You
The Tax Break Nobody Outside Seoul Is Really Using South Korea’s long-term holding special deduction — jangteuk gongje (장기보유특별공제) in Korean — is supposed to reward homeowners who hold property for years. In principle it applies nationwide. In practice, it is one of the most geographically concentrated tax reliefs in the Korean fiscal system. In…
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KOSPI July 1, 2026 Market Close — Foreign & Pension Selling Pushes Index to 8,303, KOSDAQ Bucks Trend
Today’s Snapshot — KOSPI Drops 2%, KOSDAQ Bucks the Trend South Korean equities split sharply on Wednesday, July 1, 2026. The KOSPI closed at 8,303.41, shedding 173.07 points (2.04%) from the previous session. The index had opened in positive territory—briefly topping the 8,600 level on the back of strong overnight gains in U.S. tech stocks—before…
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Seoul’s Mid-Price Apartments Are Vanishing: 180,000 Units Gone in a Year
180,000 Apartments Have Disappeared A figure reported exclusively by Financial News on June 30, 2026, deserves a close look: the number of Seoul apartments priced at 150 million won (KRW) or below dropped by approximately 180,000 units over a single year, with this price tier’s share of all Seoul apartments shrinking by 9 percentage points.…