"Only My Stocks Are in the Green Again"... Retail Investors Who Can't Smile Even in the Era of 'KOSPI 7,000'

However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
In fact, the combined market capitalization of these two stocks approaches 47% of the total KOSPI market capitalization. 6%) surged in tandem, creating the "illusion" that the entire KOSPI had skyrocketed. 29% on the day.
However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
The driving force behind the KOSPI's rapid surge to the 7,000 mark is undoubtedly the semiconductor sector. As the demand for high-value-added chips, including High Bandwidth Memory (HBM), explodes due to the global expansion of the AI ​​(Artificial Intelligence) industry, expectations for improved earnings at Samsung Electronics and SK Hynix are rising. Furthermore, foreign investors have recently been flowing into the domestic stock market in earnest.
However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
8 trillion won in the KOSPI market. 1836 trillion won as of today.
However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
1096 trillion won worth of shares. Additionally, "Integrated Foreign Investor Account" services are being launched one after another, allowing foreign investors to trade domestic stocks such as Samsung Electronics through local brokerage firms without having to open accounts directly with domestic securities companies.
Consequently, the scale of foreign capital inflow is expected to expand further in the future. However, the reality is that the majority of stocks are being left behind in this bull market.
The fortunes of different sectors are also starkly contrasting. 9% in a single day, while the "KRX Information Technology" and "KRX Semiconductor" indices also recorded sharp rises of over 7% and 6%, respectively.
79%), could not avoid a downward trend. Consequently, some are raising concerns that the stock market rally is becoming excessively concentrated in the semiconductor sector.
One individual investor lamented, "There is a difference between investors who bought 'Samjeonnix' (Samsung Electronics and SK Hynix) and those who did not. It seems this situation will continue even if the KOSPI keeps rising.
"
However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
However, the warmth in the market did not spread evenly. Analysis suggests this reflects a kind of "illusion" where the stock price rally was concentrated on leading semiconductor stocks, Samsung Electronics and SK Hynix, thereby driving up the overall index. The stock market boom marked by the "KOSPI 7,000" demonstrates that it is concentrated on Samsung Electronics and SK Hynix, known as the "two top" semiconductor companies.
hsg@fnnews.com Han Seung-gon Reporter