
KB Report: Korea Solo Households Rotated Into Stocks at Peak
KB Report: Korea Solo Households Rotated Into Stocks at Peak

Alteogen ALT-B4 Powers Keytruda SC as Celltrion and Samsung Bioepis Field Rival Korean SC Platforms
Alteogen ALT-B4 powers Keytruda SC with up to $890M MSD milestones. Celltrion and Samsung Bioepis now field rival Korean SC platforms ahead of Keytruda's 2028 patent cliff.

SKHY Lands in 11 Korean Active ETFs Six Days After Nasdaq Debut — Three Things to Watch Ahead of Q2 Earnings
SK Hynix ADR (SKHY) entered 11 Korean active ETFs within six days of its July 10 Nasdaq debut. Q2 results come July 22 — three factors every investor must track.

Ecopro BM Sets 2027 Solid Electrolyte Mass-Production Target as All-Solid-State Battery Race Heats Up in Korea
Korea's largest cathode material maker sets 2027 as its solid electrolyte mass-production target, disclosing a full all-solid-state battery roadmap with 30+ global companies verifying its pilot materials.

Korea Triples Chip ETF Deposit to ₩30M, Halts New Listings as 'SamNick' Funds Draw ₩7.3 Trillion
Korea's FSC tripled the minimum deposit for Samsung and SK Hynix leveraged ETFs to ₩30M and halted new listings after ₩7.3T in total net inflows as funds fell nearly 50%.

Gong Cha's $2 Billion Auction Pits MBK Against Global Giants — Korea, Its Top Market, Hemorrhages Profit
TA Associates is pursuing a $2 billion (~₩3 trillion) sale of global bubble tea franchise Gong Cha, with Bain Capital, General Atlantic, and Korea's MBK Partners in the running. South Korea remains the brand's largest market at ~900 stores but saw operating profit plunge 78% in 2023 as value-coffee chains Mega Coffee and Compose Coffee take share.

HYBE Q2 2026 Earnings Preview: BTS World Tour Targets ₩1.2 Trillion Quarter
HYBE (352820.KS) Q2 2026 results due late July; consensus revenue ₩1.2T (~$822M), +70.5% YoY. BTS world tour powers first full stadium-concert quarter.

CXMT Prices China's Record USD 9.8 Billion IPO at USD 85 Billion — Samsung and SK Hynix Hold the HBM Line
China's CXMT launches Asia's largest semiconductor IPO of 2026 at USD 85.6 billion valuation, raising up to USD 9.83 billion. Samsung Electronics and SK Hynix fall in U.S. trading but retain strategic HBM market dominance with approximately 79% combined share.

Korea's Big Three Department Stores Each Near ₩1 Trillion in Foreign Sales as K-Wave Tourism Breaks H1 Records
Korea's three largest department store operators collectively booked ₩1.68 trillion in foreign sales in H1 2026, nearing their full-year 2025 totals, with all three chains projecting first-ever annual foreign revenues above ₩1 trillion as K-wave-driven tourism hits record highs.

SK Hynix Tables Stock-for-Bonus Plan Worth ₩25 Trillion as Union Balks Over Forced Tax Sales
SK Hynix proposes paying its record KRW 25 trillion bonus pool partly in treasury shares. Workers face income-tax bills they must sell stock to cover.

MBK Puts Chairman's Personal Wealth Behind Homeplus as Meritz Extends ₩200 Billion Last-Ditch Rescue
Meritz Financial Group (138040.KS) approved a ₩200B emergency loan to save Homeplus. MBK Partners chairman stakes personal assets as 12,000 jobs and ₩1.2T in exposure hang in the balance.

Align Partners Calls for JB-BNK Regional Bank Merger to Build Korea's Largest Regional Lender at ₩234 Trillion
South Korean activist investor Align Partners has formally called on JB Financial Group and BNK Financial Group to review a merger that would create Korea's largest regional bank with USD 157 billion in combined assets, targeting a post-merger ROE of 12.8%.