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Home/๐Ÿ‡ฐ๐Ÿ‡ท South Korea/Korea Market Digest: Foreign Investors Dump 12 Trillion Won in Chips as Memory Prices Surge
๐Ÿ‡ฐ๐Ÿ‡ท South Korea

Korea Market Digest: Foreign Investors Dump 12 Trillion Won in Chips as Memory Prices Surge

Foreign investors sold nearly 12 trillion won in Samsung Electronics and SK Hynix over six sessions despite bullish ratings from BlackRock and Goldman Sachs

Anjali Mehta
Asia Markets Desk
ยทPublished Sep 18, 2026, 1:27 PM UTCยท 1 min read๐Ÿค– AI-Synthesized

TLDR

  • โ—Foreign investors sold 12 trillion won in Samsung/SK Hynix over six sessions
  • โ—US 10-year Treasury yield above 5% triggers Korean tech selloff
  • โ—Memory price surge eliminating sub-100,000 won smartphones
Editorial Self-Reviewยท75/100Publish tier
Strengths
  • Rich multi-source Korean macro coverage
  • Specific financial figures from sources
Considered limitations
  • Cluster spans multiple distinct stories
Our AI editor's self-review of this synthesis. We show our work โ€” including where coverage is limited or sources are thin โ€” so you can weight insights accordingly.

Why this matters

Coverage sentiment: Neutral (5 bullish ยท 8 neutral ยท 8 bearish)

The surge in memory prices and foreign investor selloff of Samsung and SK Hynix directly impacts India's smartphone assembly economics, potentially squeezing margins for Foxconn-India and other Apple/Samsung assemblers as component costs rise.

What to watch

  • โ€ข Korea KOSPI foreign ownership data โ€” whether the 12 trillion won selloff in Samsung/SK Hynix reverses once US Treasury yield stabilises below 5%
  • โ€ข Korean government's 10th petroleum product price ceiling announcement โ€” a freeze locks in refiner losses above 5 trillion won cumulative

Ripple effects

  • โ€ข Samsung Electronics (005930.KS) and SK Hynix (000660.KS) โ€” foreign investors dumped 12 trillion won over six sessions despite BlackRock and Goldman Sachs buy recommendations, creating a technical divergence

AI-Synthesized news from multiple sources

This article was synthesized by AI from the source articles listed below, reviewed by a second-pass AI quality reviewer, and published by the market.news editorial system. How we do this ยท Editorial standards ยท Report an error

The Quick Take

  • Foreign investors sold nearly 12 trillion won in Samsung Electronics and SK Hynix over six sessions despite bullish ratings from BlackRock and Goldman Sachs
  • US 10-year Treasury yield breaking above 5% is cited by Korean analysts as the key trigger behind the global equity selloff pressure on Korean tech
  • Korean SMEs report acute Chuseok cash flow stress, with 40% saying this year's festival financing is harder than last year amid sluggish sales and rising input costs
  • Memory price surge is eliminating sub-100,000 won entry-level smartphones as component cost inflation renders ultra-budget handsets unviable

South Korean financial markets faced a confluence of external and domestic pressures in the week of September 17, 2026, as rising US Treasury yields above 5% triggered a wave of foreign selling across Korean technology blue chips. Samsung Electronics and SK Hynix absorbed the brunt of approximately 12 trillion won in foreign investor outflows over six consecutive sessions, a technical deterioration that contrasted sharply with bullish analyst calls from BlackRock and Goldman Sachs recommending increased exposure to Korean equities.

โ€œThe key forward signal is whether the US 10-year yield stabilises below 5%โ€”the level Korean analysts identify as the technical threshold that triggered foreign selling.โ€

Domestically, the upcoming Chuseok holiday exposed a bifurcated Korean economy: large conglomerates such as Shinsegae Group launched triple-digit new-hire campaigns across ten subsidiaries, signalling confidence in consumer spending recovery, while 40% of Korean SMEs surveyed by KBIZ reported their festival-period liquidity as worse than the prior year. Energy economics added a further strain, with Korean refiners facing cumulative losses exceeding 5 trillion won under the government's petroleum product price caps, a burden that is expected to persist under a likely 10th price freeze announcement.

The key forward signal is whether the US 10-year yield stabilises below 5%โ€”the level Korean analysts identify as the technical threshold that triggered foreign selling. Memory price inflation and its knock-on effect on the budget smartphone segment deserves separate monitoring: if component costs remain elevated, entry-level handsets under 100,000 won face permanent market exit, reshaping the competitive landscape for mid-range Korean handset makers and their component suppliers through 2027.

Synthesized from 21 sources.

AI Indicators

Market Intelligence Panel

Sentiment

Neutral
๐ŸŸข 5โšช 8๐Ÿ”ด 8

Coverage

live
21

sources covering this story

T1: 0T2: 21T3: 0

Live Price

KRX:KOSPI

๐ŸŒ India / Asia Angle

The surge in memory prices and foreign investor selloff of Samsung and SK Hynix directly impacts India's smartphone assembly economics, potentially squeezing margins for Foxconn-India and other Apple/Samsung assemblers as component costs rise.

๐ŸŒŠ Ripple Effects

  • โ–ธSamsung Electronics (005930.KS) and SK Hynix (000660.KS) โ€” foreign investors dumped 12 trillion won over six sessions despite BlackRock and Goldman Sachs buy recommendations, creating a technical divergence
  • โ–ธKorean consumer discretionary sector โ€” Shinsegae Group's triple-digit new hire drive signals confidence in domestic spending recovery even as SMEs report Chuseok cash flow stress
  • โ–ธGlobal oil markets โ€” Brent crude fell to $105/barrel as Saudi Arabia's East-West pipeline repair accelerated, easing Korea's refinery margin pressure under government price caps

๐Ÿ”ญ What to Watch Next

PRO
  • โ–ธKorea KOSPI foreign ownership data โ€” whether the 12 trillion won selloff in Samsung/SK Hynix reverses once US Treasury yield stabilises below 5%
  • โ–ธKorean government's 10th petroleum product price ceiling announcement โ€” a freeze locks in refiner losses above 5 trillion won cumulative
  • โ–ธShinsegae Group hiring results โ€” a successful 100+ hire across 10 subsidiaries would confirm domestic retail recovery momentum heading into the festive season

Market news synthesis. Not financial advice. Sources cited above.

Timeline

How the Story Spread

21 publishers ยท 10 time windows
All Sources

21 publishers covering this story

โ— Tier 2: 21

AI synthesis of every source listed below. Tier 1 = wire services (AP, Reuters via wire, Bloomberg, official central banks). Tier 2 = major financial publishers. Tier 3 = niche / specialist outlets. Click any card to read the original article.

โ— Tier 2 โ€” Major publishers

์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com23h ago

โ€œ็พŽ 10๋…„๋ฌผ ๊ตญ์ฑ„ 5% ๋„˜์–ด ์ฆ์‹œ ๋นจ๊ฐ„๋ถˆโ€ฆ ๊ธˆ ํˆฌ์ž ๋Š˜๋ ค๋ผโ€

Read on ์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)
๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com23h ago

โ€œ์ด์šฉ์ž 100๋ช…์ผ์ง€๋ผ๋„ ์‚ฌํšŒ๋ฌธ์ œ ํ•ด๊ฒฐํ•  ๊ธฐ์ˆ  ๋งŒ๋“ค์–ด์•ผ์ฃ โ€

โ€œ์ด์ „์—๋Š” 100๋งŒ ๋ช…์ด ์“ฐ๋Š” ๊ฒŒ์ž„ ์„œ๋น„์Šค๋ฅผ ์œ„ํ•ด ์ผํ–ˆ๋‹ค๋ฉด, ์ง€๊ธˆ์€ ์ด์šฉ์ž๊ฐ€ 100๋ช…์ผ์ง€๋ผ๋„ ์‚ฌํšŒ ๋ฌธ์ œ๋ฅผ ํ•ด๊ฒฐํ•  ์ˆ˜ ์žˆ๋Š”, ๊ผญ ํ•„์š”ํ•œ ๊ธฐ์ˆ ์— ์ง‘์ค‘ํ•ด์š”.โ€ ๊น€๋ฏผ์„ ์นด์นด์˜ค ์ž„ํŒฉํŠธ์žฌ๋‹จ ๋งค๋‹ˆ์ €(32)๋Š” 5๋…„ ์ด์ƒ ๊ฒŒ์ž„ํšŒ์‚ฌ์—์„œ ์ •๋ณด๊ธฐ์ˆ (IT) ์„œ๋น„์Šค ๊ธฐํš์ž๋กœ ์ผํ•˜๋‹ค 2024๋…„ ๋ง ํ˜„์žฌ์˜ ์ง์žฅ์œผ๋กœ ์ž๋ฆฌ๋ฅผ ์˜ฎ๊ฒผ๋‹ค. ์ด์ œ๋Š” ๋น„์˜๋ฆฌ๋‹จ์ฒด์™€ ์‚ฌํšŒ์  ๊ธฐ์—…์— ํ•„์š”ํ•œ ๊ธฐ์ˆ ์„ IT ์ „๋ฌธ๊ฐ€๋“ค๊ณผ ํ•จ๊ป˜ ๊ฐœ๋ฐœํ•˜๋Š” โ€˜ํ…Œํฌํฌ์ž„ํŒฉํŠธโ€™๋ฅผ ๋‹ด๋‹นํ•˜๊ณ  ์žˆ๋‹ค.์ด์ฒ˜๋Ÿผ ํฌ๊ณ  ์ž‘

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com23h ago

์‹ ์„ธ๊ณ„๊ทธ๋ฃน, ๊ณ„์—ด์‚ฌ 10๊ณณ ์„ธ ์ž๋ฆฟ์ˆ˜ ๊ณต๊ฐœ์ฑ„์šฉ

์‹ ์„ธ๊ณ„๊ทธ๋ฃน์ด ๋‚ด๋…„๋„ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ์— ๋‚˜์„ ๋‹ค. ์ฑ„์šฉ ๊ทœ๋ชจ๋Š” ์„ธ ์ž๋ฆฟ์ˆ˜๋‹ค. ์‹ ์„ธ๊ณ„๊ทธ๋ฃน์€ 18์ผ๋ถ€ํ„ฐ ๋‹ค์Œ ๋‹ฌ 12์ผ๊นŒ์ง€ ๋‚ด๋…„๋„ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ ์ง€์›์„œ๋ฅผ ๋ฐ›๋Š”๋‹ค๊ณ  17์ผ ๋ฐํ˜”๋‹ค. ์ด๋ฒˆ ๊ณต์ฑ„์—๋Š” ์ด๋งˆํŠธ, ์‹ ์„ธ๊ณ„๋ฐฑํ™”์ , ์‹ ์„ธ๊ณ„ํ”„๋ผํผํ‹ฐ, SCK์ปดํผ๋‹ˆ(์Šคํƒ€๋ฒ…์Šค), ์‹ ์„ธ๊ณ„์ธํ„ฐ๋‚ด์…”๋‚ , ์‹ ์„ธ๊ณ„๋””์—ํ”„(๋ฉด์„ธ์ ), ์‹ ์„ธ๊ณ„I&C, ์‹ ์„ธ๊ณ„ํ‘ธ๋“œ, ์‹ ์„ธ๊ณ„์„ผํŠธ๋Ÿด, ์‹ ์„ธ๊ณ„๋ผ์ด๋ธŒ์‡ผํ•‘ ๋“ฑ 10๊ฐœ ๊ณ„์—ด์‚ฌ๊ฐ€ ์ฐธ์—ฌํ•œ๋‹ค. ์„œ๋ฅ˜ ํ•ฉ๊ฒฉ์ž๋Š” ๋‹ค์Œ ๋‹ฌ ๋ง ๋ฐœํ‘œํ•œ๋‹ค. ์ด

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

์‹ ์„ธ๊ณ„๊ทธ๋ฃน 10๊ฐœ ๊ณ„์—ด์‚ฌ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ

์‹ ์„ธ๊ณ„๊ทธ๋ฃน์ด ๋‚ด๋…„๋„ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ์— ๋‚˜์„ ๋‹ค. ์ฑ„์šฉ ๊ทœ๋ชจ๋Š” ์„ธ ์ž๋ฆฟ์ˆ˜๋‹ค. ์‹ ์„ธ๊ณ„๊ทธ๋ฃน์€ 18์ผ๋ถ€ํ„ฐ ๋‹ค์Œ๋‹ฌ 12์ผ๊นŒ์ง€ ๋‚ด๋…„๋„ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ ์ง€์›์„œ๋ฅผ ๋ฐ›๋Š”๋‹ค๊ณ  17์ผ ๋ฐํ˜”๋‹ค. ์ด๋ฒˆ ๊ณต์ฑ„์—๋Š” ์ด๋งˆํŠธ, ์‹ ์„ธ๊ณ„๋ฐฑํ™”์ , ์‹ ์„ธ๊ณ„ํ”„๋ผํผํ‹ฐ, SCK์ปดํผ๋‹ˆ(์Šคํƒ€๋ฒ…์Šค), ์‹ ์„ธ๊ณ„์ธํ„ฐ๋‚ด์…”๋‚ , ์‹ ์„ธ๊ณ„๋””์—ํ”„(๋ฉด์„ธ์ ), ์‹ ์„ธ๊ณ„I&C, ์‹ ์„ธ๊ณ„ํ‘ธ๋“œ, ์‹ ์„ธ๊ณ„์„ผํŠธ๋Ÿด, ์‹ ์„ธ๊ณ„๋ผ์ด๋ธŒ์‡ผํ•‘ ๋“ฑ 10๊ฐœ ๊ณ„์—ด์‚ฌ๊ฐ€ ์ฐธ์—ฌํ•œ๋‹ค. ์„œ๋ฅ˜ ํ•ฉ๊ฒฉ์ž๋Š” ๋‹ค์Œ๋‹ฌ ๋ง ๋ฐœํ‘œํ•œ๋‹ค. ์ดํ›„ 1

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

์ง€์‹์‚ฐ์—…์„ผํ„ฐ 10๊ณณ ์ค‘ 4๊ณณ์ด โ€˜ํ……ํ……โ€™โ€ฆ๋นˆ ํ˜ธ์‹ค ๊ณต๊ณต์ž„๋Œ€ ํ™œ์šฉํ•œ๋‹ค[๋ถ€๋™์‚ฐ ๋นจ๊ฐ„ํŽœ]

์ง€์‹์‚ฐ์—…์„ผํ„ฐ๋ผ๋Š” ๋ง ๋“ค์–ด๋ณด์…จ๋‚˜์š”? ์ด๋ฆ„๋งŒ ๋“ค์–ด์„œ๋Š” ์–ด๋–ค ๊ฑด๋ฌผ์ธ์ง€ ์‰ฝ๊ฒŒ ์ง์ž‘ํ•˜๊ธฐ ์–ด๋ ค์šฐ์‹ค ๊ฒ๋‹ˆ๋‹ค. ๊ธฐ์—… ์ž…์ฃผ ๊ณต๊ฐ„์ด์ง€๋งŒ ํ˜ธ์‹ค๋ณ„ ๋ถ„์–‘์ด ๊ฐ€๋Šฅํ•ด ์›”์„ธ ์ˆ˜์ต์„ ์–ป๊ธฐ ์œ„ํ•œ ํˆฌ์ž ์ƒํ’ˆ์œผ๋กœ ํ•œ๋•Œ ์ฃผ๋ชฉ ๋ฐ›์•˜์Šต๋‹ˆ๋‹ค. ํ•˜์ง€๋งŒ ์ตœ๊ทผ์—๋Š” ๊ณต๊ธ‰๊ณผ์ž‰ ๋“ฑ์œผ๋กœ ๊ณต์‹ค์ด ๋งŽ์•„์ ธ ์„ฃ๋ถˆ๋ฆฌ ํˆฌ์žํ•˜๋ฉด ์•ˆ ๋œ๋‹ค๋Š” ์ ๋„ ๋„๋ฆฌ ์•Œ๋ ค์ ธ ์žˆ์ฃ .๋งˆ์นจ 10์ผ ์ฃผ๋ฌด๋ถ€์ฒ˜์ธ ์‚ฐ์—…ํ†ต์ƒ๋ถ€์—์„œ ์ง€์‹์‚ฐ์—…์„ผํ„ฐ ๊ณต์‹ค ๋Œ€์ฑ… ๋ฐ ์ œ๋„ ๊ฐœ์„  ๋ฐฉ์•ˆ์„ ๋‚ด๋†จ์Šต๋‹ˆ๋‹ค. ์ด๋ฒˆ ๋ถ€๋™์‚ฐ ๋นจ๊ฐ„ํŽœ์—์„œ๋Š” ์ง€์‹์‚ฐ์—…์„ผํ„ฐ

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

โ€˜์งฑ๊ตฌ๋Š” ๋ชป๋ง๋ คโ€™ ํ•œ๊ตญ ์ƒ๋ฅ™โ€ฆ10์›” ์„ฑ์ˆ˜์„œ ์ฒดํ—˜ํ˜• ์ „์‹œ ์—ด๋ฆฐ๋‹ค

๋‹ท๋ฐ€์ด ์„ฑ์ˆ˜์—์„œ ๊ธ€๋กœ๋ฒŒ ์ธ๊ธฐ IP โ€˜์งฑ๊ตฌ๋Š” ๋ชป๋ง๋ คโ€™๋ฅผ ํ™œ์šฉํ•œ ์ธํ„ฐ๋ž™ํ‹ฐ๋ธŒ ์ฒดํ—˜ ์ „์‹œ๋ฅผ ๊ณต์‹ ์˜คํ”ˆํ•œ๋‹ค. 10์›” 17์ผ ์„ฑ์ˆ˜.

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๋‰ด์‹œ์Šค (์‚ฐ์—…)TIER 2newsis.com1d ago

10์ฐจ ์„์œ ์ œํ’ˆ ์ตœ๊ณ ๊ฐ€๊ฒฉ ์ง€์ • ์ž„๋ฐ•โ€ฆ์ •์œ ์‚ฌ๋“ค, ์†์‹ค ๋ถ€๋‹ด ์ง€์† '์ด‰๊ฐ'

[์„œ์šธ=๋‰ด์‹œ์Šค]์ด์ฐฝํ›ˆ ๊ธฐ์ž = ์ •๋ถ€์˜ 10์ฐจ ์„์œ  ์ œํ’ˆ ์ตœ๊ณ  ๊ฐ€๊ฒฉ ์ง€์ •์„ ์•ž๋‘๊ณ  ์ •์œ ์‚ฌ๋“ค์˜ ์†์‹ค ๋ถ€๋‹ด์ด ์ด์–ด์งˆ์ง€ ์ฃผ๋ชฉ๋œ๋‹ค. ์ •์œ ์‚ฌ๋“ค์€ ์ตœ๊ณ  ๊ฐ€๊ฒฉ ์˜ํ–ฅ์œผ๋กœ ๋ˆ„์  ์†์‹ค์ด 5์กฐ์›์„ ๋„˜์–ด์„  ๊ฒƒ์œผ๋กœ ์ถ”์‚ฐํ•˜๊ณ  ์žˆ์œผ๋‚˜ ์ •๋ถ€์˜ ์†์‹ค ๋ณด์ „์ด ๋Šฆ์–ด์ง€๊ณ  ์žˆ์–ด ๋ถ€๋‹ด์ด ํฐ ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋œ๋‹ค. ์ •๋ถ€๊ฐ€ 10์ฐจ ์ตœ๊ณ  ๊ฐ€๊ฒฉ์„ ๋™๊ฒฐํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์€ ๋งŒํผ, ์ •์œ ์‚ฌ๋“ค์˜ ์†์‹ค ๋ถ€๋‹ด์€ ์ง€์†๋  ๊ฒƒ์ด๋ž€ ๊ด€์ธก์ด ๋‚˜์˜จ๋‹ค. 17์ผ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ์ •๋ถ€๋Š” 18์ผ ์˜คํ›„ 6์‹œ

Read on ๋‰ด์‹œ์Šค (์‚ฐ์—…)
์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

ํฌ๋ฆฌ์Šคํ† ํผ ์šฐ๋“œ โ€œ็พŽ 10๋…„๋ฌผ ๊ตญ์ฑ„ ๊ธˆ๋ฆฌ 5% ๋ŒํŒŒ๋Š” ์„ธ๊ณ„ ์ฆ์‹œ โ€˜๋นจ๊ฐ„๋ถˆโ€™โ€

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

ไธญไผ 10๊ณณ ์ค‘ 4๊ณณ โ€œ์ถ”์„ ์ž๊ธˆ ์‚ฌ์ •, ์ž‘๋…„๋ณด๋‹ค ์–ด๋ ต๋‹คโ€

๊ตญ๋‚ด ์ค‘์†Œ๊ธฐ์—… 10๊ณณ ์ค‘ 4๊ณณ์ด ์˜ฌํ•ด ์ถ”์„ ์ž๊ธˆ ์‚ฌ์ •์ด ์ง€๋‚œํ•ด๋ณด๋‹ค ์–ด๋ ค์›Œ์กŒ๋‹ค๊ณ  ๋‹ตํ•œ ๊ฒƒ์œผ๋กœ ์กฐ์‚ฌ๋๋‹ค.์ค‘์†Œ๊ธฐ์—…์ค‘์•™ํšŒ๋Š” โ€˜2026๋…„ ์ค‘์†Œ๊ธฐ์—… ์ถ”์„์ž๊ธˆ ์ˆ˜์š”์กฐ์‚ฌโ€™์—์„œ ์‘๋‹ต ๊ธฐ์—…์˜ 40.0%๊ฐ€ ์˜ฌํ•ด ์ถ”์„ ์ž๊ธˆ ์‚ฌ์ •์ด ์ง€๋‚œํ•ด๋ณด๋‹ค ๊ณค๋ž€ํ•˜๋‹ค๊ณ  ๋‹ตํ–ˆ๋‹ค๊ณ  17์ผ ๋ฐํ˜”๋‹ค. ์ง€๋‚œํ•ด์™€ ๋น„์Šทํ•˜๋‹ค๊ณ  ๋ณธ ๊ธฐ์—…์€ 47.1%, ์›ํ™œํ•˜๋‹ค๊ณ  ๋‹ตํ•œ ๊ณณ์€ 12.9%์˜€๋‹ค. ์ด๋ฒˆ ์กฐ์‚ฌ๋Š” 1์ผ๋ถ€ํ„ฐ 7์ผ๊นŒ์ง€ ์ค‘์†Œ๊ธฐ์—… 1000๊ฐœ์‚ฌ๋ฅผ ๋Œ€์ƒ์œผ๋กœ ์ง„ํ–‰๋๋‹ค.์ž๊ธˆ ์‚ฌ์ •์ด ์–ด๋ ค์šด ์ด

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

์–‘์ž์ปดํ“จํ„ฐ๊ฐ€ ์ „์„ธ๊ณ„ ์˜จ์‹ค๊ฐ€์Šค 10% ์ค„์ผ ์ˆ˜ ์žˆ๋‹คโ€ฆ์—ฐ๊ฐ„ 50์–ตt ๊ทœ๋ชจ

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๋‰ด์‹œ์Šค (์‚ฐ์—…)TIER 2newsis.com1d ago

๊ธฐ์—… 10๊ณณ ์ค‘ 7๊ณณ ์˜ฌ ์ถ”์„ '๋‚˜ํ˜ ํœด๋ฌด'โ€ฆ"๋ถˆ๊ฒฝ๊ธฐ์—โ€ฆ" ์ƒ์—ฌ๊ธˆ ์ง€๊ธ‰ ์—…์ฒด ์ค„์–ด

[์„œ์šธ=๋‰ด์‹œ์Šค]๊น€๋ฏผ์„ฑ ๊ธฐ์ž = ์˜ฌํ•ด ์ถ”์„์— ํœด๋ฌด๋ฅผ ์‹ค์‹œํ•˜๋Š” ๊ธฐ์—… 10๊ณณ ์ค‘ 7๊ณณ์€ ๋‚˜ํ˜๊ฐ„ ์‰ฌ๋Š” ๊ฒƒ์œผ๋กœ ์กฐ์‚ฌ๋๋‹ค. ์ถ”์„์ƒ์—ฌ๊ธˆ์„ ์ง€๊ธ‰ํ•  ๊ณ„ํš์ธ ๊ธฐ์—…์€ ์ „์ฒด์˜ 61%๋กœ ์ง€๋‚œํ•ด๋ณด๋‹ค 2%p ์ค„์—ˆ๋‹ค. ํ•œ๊ตญ๊ฒฝ์˜์ž์ดํ˜‘ํšŒ(๊ฒฝ์ด)๋Š” ์ „๊ตญ 5์ธ ์ด์ƒ ๊ธฐ์—… 601๊ณณ์„ ๋Œ€์ƒ์œผ๋กœ '2026๋…„ ์ถ”์„ ํœด๋ฌด ์‹คํƒœ์กฐ์‚ฌ'๋ฅผ ์‹ค์‹œํ•œ ๊ฒฐ๊ณผ, ์‘๋‹ต ๊ธฐ์—…์˜ 97%๊ฐ€ ์ถ”์„ ์—ฐํœด์— ํœด๋ฌด๋ฅผ ์‹ค์‹œํ•œ๋‹ค๊ณ  ๋‹ตํ–ˆ๋‹ค๊ณ  17์ผ ๋ฐํ˜”๋‹ค. ํœด๋ฌด ์‹ค์‹œ ๊ธฐ์—… ๊ฐ€์šด๋ฐ 76.5%๋Š” ์ถ”์„ ๊ณตํœด์ผ

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

์ฝ”๋กœ๋‚˜ ๋ฐฑ์‹  โ€˜ํ•„์ˆ˜ ์˜ˆ๋ฐฉ์ ‘์ข…โ€™ ์ „ํ™˜โ€ฆ10์›” 12์ผ ์‹œ์ž‘

์งˆ๋ณ‘๊ด€๋ฆฌ์ฒญ์ด ์ฝ”๋กœ๋‚˜19 ์˜ˆ๋ฐฉ์ ‘์ข…์„ ๊ธฐ์กด ์ž„์‹œ์˜ˆ๋ฐฉ์ ‘์ข…์—์„œ ํ•„์ˆ˜์˜ˆ๋ฐฉ์ ‘์ข…์œผ๋กœ ์ „ํ™˜ํ•œ๋‹ค. ์˜ค๋Š” 10์›” 12์ผ๋ถ€ํ„ฐ 70์„ธ ์ด์ƒ ๊ณ ๋ น์ž์™€ ๋ฉด์—ญ์ €ํ•˜์ž, ๊ฐ์—ผ์ทจ์•ฝ์‹œ์„ค ์ž…์›ยท์ž…์†Œ์ž๋ฅผ ์‹œ์ž‘์œผ๋กœ ์—ฐ๋ น๋Œ€๋ณ„ ์ˆœ์ฐจ ์ ‘์ข…์— ๋“ค์–ด๊ฐ„๋‹ค. ์งˆ๋ณ‘๊ด€๋ฆฌ์ฒญ์€ 17์ผ ์ด ๊ฐ™์€ ๋‚ด์šฉ์˜ โ€˜2026~2027์ ˆ๊ธฐ ์ฝ”๋กœ๋‚˜19 ๊ตญ๊ฐ€์˜ˆ๋ฐฉ์ ‘์ข… ์‹œํ–‰๊ณ„ํšโ€™์„ ๋ฐœํ‘œํ–ˆ๋‹ค. ์ด๋ฒˆ ์ ‘์ข…์€ 2027๋…„ 6์›” 30์ผ๊นŒ์ง€ ์ง„ํ–‰๋œ

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

[ํŠน์ง•์ฃผ] ํ˜„๋Œ€์•ฝํ’ˆ, ์ •๋ถ€ ์ž„์‹  ์ค‘์ง€์•ฝ ๋„์ž… ์ถ”์ง„ ์†Œ์‹์—โ€ฆ10%๋Œ€ ์ƒ์Šน

์ •๋ถ€๊ฐ€ ๊ตญ๋‚ด์— ์ž„์‹  ์ค‘์ง€์•ฝ ๋„์ž…์„ ์ถ”์ง„ ์ค‘์ธ ๊ฐ€์šด๋ฐ ๊ด€๋ จ์ฃผ์ธ ํ˜„๋Œ€์•ฝํ’ˆ์ด 17์ผ ์žฅ ์ดˆ๋ฐ˜ 10%๋Œ€ ๊ธ‰๋“ฑ์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ์ด๋‚  ์˜ค์ „ 9์‹œ 30๋ถ„ ๊ธฐ์ค€ ํ˜„๋Œ€์•ฝํ’ˆ ์ฃผ์‹์€ ์œ ๊ฐ€์ฆ๊ถŒ์‹œ์žฅ์—์„œ ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 10.53%(1050์›) ์˜ค๋ฅธ 1๋งŒ1020์›์— ๊ฑฐ๋ž˜๋˜๊ณ  ์žˆ๋‹ค. ์ „๋‚ (16์ผ) ๋ณด๊ฑด๋ณต์ง€๋ถ€, ์‹ํ’ˆ์˜์•ฝํ’ˆ์•ˆ์ „์ฒ˜, ์„ฑํ‰๋“ฑ๊ฐ€์กฑ๋ถ€๋Š” ์„œ์šธ ์ข…๋กœ๊ตฌ ์ •๋ถ€์„œ์šธ์ฒญ์‚ฌ์—์„œ ๋ธŒ๋ฆฌํ•‘์„ ์—ด

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๋‰ด์‹œ์Šค (๊ฒฝ์ œ)TIER 2newsis.com1d ago

๊ตญ์ œ์œ ๊ฐ€, ์‚ฌ์šฐ๋”” ๋™์„œ ์†ก์œ ๊ด€ ์šด์˜ ์žฌ๊ฐœ ๊ฐ€๋Šฅ์„ฑ์— ํ•˜๋ฝโ€ฆ๋ธŒ๋ ŒํŠธ์œ  105๋‹ฌ๋Ÿฌ

[์„œ์šธ=๋‰ด์‹œ์Šค] ์ด์žฌ์šฐ ๊ธฐ์ž = ๊ตญ์ œ์œ ๊ฐ€๊ฐ€ 16์ผ(ํ˜„์ง€์‹œ๊ฐ„) ์‚ฌ์šฐ๋””์•„๋ผ๋น„์•„ '๋™์„œ ์†ก์œ ๊ด€' ์šด์˜ ์žฌ๊ฐœ ๊ฐ€๋Šฅ์„ฑ์— ํ•˜๋ฝํ–ˆ๋‹ค. ๋™์„œ ์†ก์œ ๊ด€์€ ๋ฏธ๊ตญ-์ด๋ž€ ์ „์Ÿ ์—ฌํŒŒ๋กœ ํ˜ธ๋ฅด๋ฌด์ฆˆ ํ•ดํ˜‘์ด ์‚ฌ์‹ค์ƒ ๋ด‰์‡„๋˜๋ฉด์„œ ๋Œ€์ฒด ์ˆ˜์†ก๋กœ ์—ญํ• ์„ ํ•ด์™”๋‹ค. ๋™์„œ ์†ก์œ ๊ด€์˜ ์ˆ˜์†ก ๋Šฅ๋ ฅ์€ ์ตœ๋Œ€ ํ•˜๋ฃจ 700๋งŒ ๋ฐฐ๋Ÿด์ด๋‹ค. ์ตœ๊ทผ ํ•˜๋ฃจ 400๋งŒ~500๋งŒ ๋ฐฐ๋Ÿด์„ ์ˆ˜์†กํ•œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. CNBC์— ๋”ฐ๋ฅด๋ฉด 11์›” ์ธ๋„๋ถ„ ๋ธŒ๋ ŒํŠธ์œ  ์„ ๋ฌผ์€ ๋Ÿฐ๋˜ ICE ์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ์—์„œ ์ด๋‚  ์ „์žฅ ๋Œ€

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

๋ธ”๋ž™๋กยท๊ณจ๋“œ๋งŒ โ€˜๋ฉ”๋ชจ๋ฆฌ ๊ธ์ •๋ก โ€™ ๋ฌด์ƒ‰โ€ฆ ์™ธ์ธ, ์‚ผ์ „ยท๋‹‰์Šค 10์กฐ ๋˜์กŒ๋‹ค

๊ธ€๋กœ๋ฒŒ ํˆฌ์ž์€ํ–‰(IB)๋“ค์ด ํ•œ๊ตญ ์ฆ์‹œ์™€ ๋ฐ˜๋„์ฒด ์—…ํ™ฉ์— ์ž‡๋‹ฌ์•„ ๊ธ์ •์ ์ธ ์ „๋ง์„ ๋‚ด๋†“๊ณ  ์žˆ์ง€๋งŒ ์‹ค์ œ ์™ธ๊ตญ์ธ ์ˆ˜๊ธ‰์€ ์ •๋ฐ˜๋Œ€ ํ๋ฆ„์„ ๋ณด์ด๊ณ  ์žˆ๋‹ค. ๋ธ”๋ž™๋ก์ด 3๊ฐœ์›” ๋งŒ์— ํ•œ๊ตญ ๋“ฑ ์‹ ํฅ๊ตญ ์ฃผ์‹ ํˆฌ์ž์˜๊ฒฌ์„ โ€˜์ค‘๋ฆฝโ€™์—์„œ โ€˜๋น„์ค‘ ํ™•๋Œ€โ€™๋กœ ์˜ฌ๋ฆฌ๊ณ , ๊ณจ๋“œ๋งŒ์‚ญ์Šค ์—ญ์‹œ ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์— ๋Œ€ํ•œ โ€˜๋งค์ˆ˜โ€™ ์˜๊ฒฌ์„ ์œ ์ง€ํ–ˆ์ง€๋งŒ, ์™ธ๊ตญ์ธ์€ ์ตœ๊ทผ 6๊ฑฐ๋ž˜์ผ ๋™์•ˆ ์ฝ”์Šคํ”ผ์—์„œ 12์กฐ์› ๊ฐ€๊นŒ

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

์šฐ์ˆ˜์ž์› ์กฐ๊ธฐ ์ฑ„์šฉ ์†๋„์ „โ€ฆ์‹ ์„ธ๊ณ„๊ทธ๋ฃน, 10๊ฐœ ๊ณ„์—ด์‚ฌ ์‹ ์ž…๊ณต์ฑ„ ์‹œ์ž‘

์‹ ์„ธ๊ณ„๊ทธ๋ฃน์ด ๋ฏธ๋ž˜ ์„ฑ์žฅ ๋™๋ ฅ์„ ์ด๋Œ์–ด๊ฐˆ 2027๋…„๋„ ์‹ ์ž…์‚ฌ์› ๊ณต๊ฐœ ์ฑ„์šฉ ์ ˆ์ฐจ์— ๋ณธ๊ฒฉ ์ฐฉ์ˆ˜ํ•œ๋‹ค. ์˜ค๋Š” 9์›” 18์ผ๋ถ€ํ„ฐ ๊ทธ๋ฃน ์ „์šฉ ์ฑ„์šฉ ์ฐฝ๊ตฌ๋ฅผ ํ†ตํ•ด ์›์„œ ์ ‘์ˆ˜๋ฅผ ์‹œ์ž‘ํ•˜๋ฉฐ ๋Œ€๊ทœ๋ชจ ์ธ์žฌ ๋ชจ์ง‘์— ๋‚˜์„ ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค.์ด๋ฒˆ ๊ณต์ฑ„์—๋Š” ์œ ํ†ต ๋ฐ ์„œ๋น„์Šค ๋ถ„์•ผ๋ฅผ ์•„์šฐ๋ฅด๋Š” ๊ทธ๋ฃน ๋‚ด 10๊ฐœ ์ฃผ์š” ๊ณ„์—ด์‚ฌ๊ฐ€ ์ผ์ œํžˆ ๋™์ฐธํ•œ๋‹ค. ๋Œ€ํ˜•๋งˆํŠธ ๋ถ€๋ฌธ์˜ ์ด๋งˆํŠธ๋ฅผ ํ•„๋‘๋กœ ์‹ ์„ธ๊ณ„๋ฐฑํ™”์ , ๋ถ€๋™์‚ฐ ๊ฐœ๋ฐœ์„ ๋‹ด๋‹นํ•˜๋Š” ์‹ ์„ธ๊ณ„ํ”„๋ผํผํ‹ฐ, ์Šคํƒ€๋ฒ…์Šค๋ฅผ ์šด์˜ํ•˜๋Š” SCK์ปดํผ๋‹ˆ๊ฐ€ ์ด๋ฆ„์„ ์˜ฌ๋ ธ๋‹ค

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

์—ฐ์ค€๋„ ๋ชป ๋Œ์–ด๋‚ด๋ฆฐ ็พŽ 10๋…„๋ฌผ ๊ธˆ๋ฆฌโ€ฆ์™œ ๋‹ค์‹œ 5% ๋„˜์—ˆ๋‚˜

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๋‰ด์‹œ์Šค (๊ฒฝ์ œ)TIER 2newsis.com1d ago

[์†๋ณด] ์›Œ์‹œ ์ธํ”Œ๋ ˆ ์šฐ๋ ค์— ็พŽ10๋…„๋ฌผ ๊ตญ์ฑ„๊ธˆ๋ฆฌ 5% ์žฌ๋ŒํŒŒ

ํ›„์†๊ธฐ์‚ฌ๊ฐ€ ์ด์–ด์ง‘๋‹ˆ๋‹ค โ—Ž๊ณต๊ฐ์–ธ๋ก  ๋‰ด์‹œ์Šค [email protected]

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

โ€œ๋‚จ์ž๋„ ๊ณ ๋ฐ๊ธฐ ์”๋‹ˆ๋‹คโ€ ์•„์ด๋””์–ด ํ•˜๋‚˜๋กœ 10๊ฐœ๊ตญ ์ˆ˜์ถœ 150์–ต ๋งค์ถœ ๋Œ€๋ฐ•

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๋™์•„์ผ๋ณด (๊ฒฝ์ œ)TIER 2donga.com1d ago

ํ˜„์žฅ ์ค‘์‹ฌ๊ฒฝ์˜์œผ๋กœ โ€˜107๋งŒ ํ™”์„ฑํŠน๋ก€์‹œโ€™ ๋ฏธ๋ž˜ ์—ด๋‹ค

๊ฒฝ๊ธฐ ํ™”์„ฑ๋„์‹œ๊ณต์‚ฌ(HU๊ณต์‚ฌ)๊ฐ€ ์‹œ๋ฏผ ์ค‘์‹ฌ์˜ ๊ฒฝ์˜ํ˜์‹ ๊ณผ ๋ฏธ๋ž˜์ง€ํ–ฅ์  ๋„์‹œ๊ฐœ๋ฐœ ์—ญ๋Ÿ‰์„ ์ธ์ •๋ฐ›์•„ ์ง€๋ฐฉ๊ณต๊ธฐ์—… ํ˜์‹ ์˜ ๋ชจ๋ฒ” ์‚ฌ๋ก€๋กœ ์ฃผ๋ชฉ๋ฐ›๊ณ  ์žˆ๋‹ค. ๊ณต์‚ฌ๋Š” 107๋งŒ ํ™”์„ฑํŠน๋ก€์‹œ ์ถœ๋ฒ”๊ณผ ํ–‰์ •์ฒด๊ณ„ ๋ณ€ํ™”์— ๋ฐœ๋งž์ถฐ ์ง„์•ˆ์ง€๊ตฌ์™€ ๋ด‰๋‹ด3์ง€๊ตฌ ๋“ฑ ๋Œ€๊ทœ๋ชจ ๋„์‹œ๊ฐœ๋ฐœ์‚ฌ์—…์„ ์„ฑ๊ณต์ ์œผ๋กœ ์ด๋Œ๋ฉฐ ๋ฏธ๋ž˜ ์„ฑ์žฅ ๊ธฐ๋ฐ˜์„ ๋‹ค์ ธ์™”๋‹ค. ํ•œ๋ณ‘ํ™ ์‚ฌ์žฅ์€ โ€˜ํ˜„์žฅ์— ๋‹ต์ด ์žˆ๊ณ  ์†Œํ†ต์— ๋ฏธ๋ž˜๊ฐ€ ์žˆ๋‹คโ€™๋Š” ๊ธฐ์น˜ ์•„๋ž˜ ์ง์ ‘ ํ˜„์žฅ๊ฒฝ์˜์„ ์‹ค์ฒœํ•˜๋ฉฐ ์กฐ์ง์˜ ์ฒด์งˆ์„ ํš๊ธฐ์ ์œผ๋กœ ๊ฐœ์„ ํ–ˆ๋‹ค. ๋‚˜์•„๊ฐ€ ํ™”์„ฑ๊ตญ๋ฏผ

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์กฐ์„ ์ผ๋ณด (๊ฒฝ์ œ)TIER 2chosun.com1d ago

๋ฉ”๋ชจ๋ฆฌ๊ฐ’ ๊ธ‰๋“ฑ์—โ€ฆ 10๋งŒ์›๋Œ€ ์ดˆ์ €๊ฐ€ ์Šค๋งˆํŠธํฐ์ด ์‚ฌ๋ผ์ง„๋‹ค

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