Market Notes

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Market Notes

Do You Remember the 2023 EV Battery Frenzy?

Back in the summer of 2023 the Korean stock market experienced an extraordinary period driven by the “EV Battery” sector. Companies like EcoPro, EcoPro BM, POSCO Holdings, L&F, Kumyang, and LG Energy Solution became the stars of the market. For those unfamiliar with the Korean market, let me provide some context: The EV battery sector became a […]

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Market Notes

Is Past Data No Longer Needed for the Korean Stock Market???

After the 2025 presidential election, the KOSPI 200 showed a much stronger rally than most investors had expectedEven experienced investors probably thought at least once, “Wait… I’ve never seen this before.” The combined weight of Samsung Electronics, Samsung Electronics Preferred, and SK Hynix in the KOSPI 200 was around 30% at the beginning of 2025.

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