South Korea Research
South Korea market intelligence
AI-powered intelligence for Korean markets — KOSPI, semiconductor cycle, BoK policy.
Desks covering South Korea
📊 Weekly briefings
All briefings →Sep 15
Kia Leads European Electric Van Market as Korea, China, Japan Battle for PBV Dominance
Kia secures number-one position in the European electric van market ahead of IAA 2026 in Hannover
Aug 31
Lotte Mart Accelerates K-Food Push in Indonesia with Third Store Renovation in Two Months
Lotte Mart renovates third Indonesian store in two months; 843 sqm K-food zone at Kelapa Gading Jakarta signals aggressive K-food export retail strategy.
Apr 29
Candu Energy: Reactor Refurbishments to Drive Nuclear Growth Over Next Decade
The Quick Take * Candu Energy forecasts reactor refurbishments as primary nuclear industry growth driver over the next 5–10 years * No specific stock price movements cited; sector sentiment broadly positive amid global nuclear renaissance * Candu Energy, a key CANDU reactor technology provider, positions refurbishment services as near-term revenue catalyst * More countries are reportedly seeking to extend reactor lifespans, suggesting a multi-year pipeline of refurbishment contracts * Kore
Apr 28
Bullish ETF surge blamed for extreme volatility in South Korean equities
The Quick Take * South Korea's stock market has suffered extreme swings in recent weeks, driven by explosive growth in bullish ETF bets * Analysts are increasingly attributing the rollercoaster price action to leveraged/directional ETF positioning, not fundamentals * Analyst consensus points to ETF-driven feedback loops amplifying both upside and downside moves in Korean equities * Continued ETF inflow growth could sustain elevated volatility unless regulators or market makers intervene to
Apr 28
Principal Asset Management CEO urges shift to asset-heavy, cash-flow investments
The Quick Take * Principal Asset Management CEO recommends pivoting to asset-heavy investments backed by contractual cash flows * The call comes as years of strong global equity gains are reportedly giving way to a lower-return environment * The shift implies reduced conviction in pure equity beta; institutional investors urged to reassess allocation frameworks * Investors are expected to increasingly favour real assets, infrastructure, and private credit in coming cycles * Korea and broad
Apr 28
EuBiologics Partners With Korea Health Agency on Nipah Virus Vaccine
The Quick Take * EuBiologics, a South Korean biotech, is developing a Nipah virus vaccine candidate with Korea's national health agency * No stock price movement or market reaction data provided in available coverage * No analyst or institutional commentary cited in current reporting * Partnership signals early-stage R&D collaboration; clinical timelines and funding details not yet disclosed * Nipah virus is endemic to South/Southeast Asia, giving this development direct relevance to India
💼 Earnings & corporate
More →Stellantis Unveils 9 Concept Cars at Paris 2026 as Korean Tractor Maker TYM Goes Direct in Europe
Sep 19, 2026
Lotte Rides Chuseok Premium Wave With 360-Hour Aged Beef and 200-Year Soy Sauce Gift Sets
Sep 18, 2026
Krafton and Nexon Target Korea's First Gaming '5 Trillion Club' as K-Brand Wave Sweeps Asia
Sep 18, 2026
KB Financial Hosts Record Korea Conference and Issues €650M Green Bond at Lowest Spread in History
Sep 16, 2026
LG Display Accelerates Companywide AI Transformation With Expanded AX Squad, 450-Plus Projects Complete
Sep 13, 2026
South Korea News
Top Movers
Earnings Calendar
Economic Calendar