Daily Briefing · 2026-11-08

Foreigners net sold 10 trillion won over five days, and circuit breakers were triggered 11 times. In Samsung Electronics and SK Hynix, foreigners net sold 7.6 trillion won over the week, dropping Samsung Electronics' foreign ownership ratio to its lowest in 17 years. 844 listed companies hit their yearly lows, and domestic ETF net assets fell by 138 trillion won from their peak, dropping below 400 trillion won. KOSPI200-linked ELS products worth 15 trillion won are exposed to the risk of entering principal-loss territory, with 86.6 billion won in losses already incurred. Financial authorities exempted securities firms' credit loan collateral ratio regulations until January next year to prevent the spread of forced liquidations. The won-dollar exchange rate is under pressure to break through the 1360 won level amid foreign capital outflows. Samsung Electronics surpassed 200 trillion won in net cash, carrying out 110 trillion won in shareholder returns and 130 trillion won in investment. Samsung Electronics and Hyundai Motor Group held their first group exchange event, attended by 170 executives, to strengthen cooperation in semiconductors and batteries. Nvidia CEO Jensen Huang's eldest daughter had her visit to Korea canceled amid spreading allegations of her involvement with Chinese espionage. China's shipbuilding industry surpassed Korea for the first time in October LNG carrier orders, exceeding a cumulative market share of 40%. HD Hyundai Heavy Industries received a visit from senior US Navy and Marine Corps officials at its Ulsan shipyard, who inspected its warship construction capabilities. Mirae Asset Securities suffered hacking attacks for two consecutive days, leaking the personal information of 39,000 customers, with hacking incidents also occurring at SM Entertainment and the virtual asset exchange GOPAX. Apartment prices in the semiconductor belt region of southern Gyeonggi Province have outpaced Seoul for 8 consecutive weeks, showing a shift in the central axis of the greater Seoul metropolitan area real estate market. The Democratic Party of Korea demanded that the basic deduction for comprehensive real estate tax for non-resident single-home owners be unified at 1.4 billion won, but the presidential office maintained its current policy of applying differentiated rates between residents and non-residents. In the third quarter of this year, people aged 60 and above accounted for 70% of newly hired regular employees, deepening the decline in youth employment and the generational polarization of the labor market. The case of an office worker who invested his lifetime savings of 500 million won in US leveraged stock products and lost 450 million won was reported.