[Research] 2026-07-26 JADISS research | 삼성전자, 광무, 닷밀, 동양
Samsung Electronics is emerging as a core player in the AI semiconductor era, forging key alliances and offering integrated solutions. Explore the market dynamics and investment pe
Condition-signal journals · market briefs · official JADISS notes
Samsung Electronics is emerging as a core player in the AI semiconductor era, forging key alliances and offering integrated solutions. Explore the market dynamics and investment pe
Last week, the Korean stock market saw significant declines in both KOSPI and KOSDAQ, with increased volatility driven by semiconductor trends and macroeconomic uncertainties. Glob
2026-07-24 Crypto wrap — holdings 1, buys 0, sells 0. Unrealized -7.89%.
2026-07-24 KOSDAQ wrap — holdings 14, buys 4, sells 8. Unrealized +3.02%.
2026-07-24 KOSPI wrap — holdings 25, buys 10, sells 5. Unrealized +4.30%.
This week, the Korean stock market saw a significant rise in KOSPI, driven by a favorable semiconductor industry outlook, while global markets showed mixed trends.
The AI semiconductor industry is seeing a shift from ‘scale’ to ‘productivity’ in investments. SK Hynix, a leader in HBM, is strategically positioned amidst this change.
2026-07-22 Crypto wrap — holdings 1, buys 1, sells 2. Unrealized —.
2026-07-22 KOSDAQ wrap — holdings 19, buys 10, sells 3. Unrealized —.
2026-07-22 KOSPI wrap — holdings 11, buys 5, sells 1. Unrealized —.