In today’s briefing:
- Setup Pointing to Hynix (And Samsung) Slowing Their Dollar Selling Pretty Soon
- FnGuide: Korea ETF AUM Tops KRW 512tn; Record Earnings Expected in 2026 on Index Business Growth
- DTS IPO Preview
- Infinitt Healthcare: Announces Dividend Amount of 65 Bn Won for 3Q26 to 2Q27 (24% of Market Cap)
Setup Pointing to Hynix (And Samsung) Slowing Their Dollar Selling Pretty Soon
- Local concerns are resurfacing over Hynix and Samsung’s low utilization, with further GMR cuts potentially exposing deliberate production curbs, though KRW strength remains supportive for buybacks.
- Hynix and Samsung’s dollar selling may be slowing as FX driven GMR deterioration risks exposing low utilization, while regulators increasingly flag KRW volatility.
- Hynix ADR funding faces rising regulatory hurdles amid FX volatility, potentially delaying buyback funding and forcing slower dollar selling, creating a near term stock price pivot.
FnGuide: Korea ETF AUM Tops KRW 512tn; Record Earnings Expected in 2026 on Index Business Growth
- The Company was established in 2000 and transferred its listing to the KOSDAQ market in 2020.
- It is an online financial information service provider with three main business areas: financial information services, index development and services, and fund evaluation.
- Its major clients include financial institutions such as securities firms, asset managers, and banks, as well as universities and research institutes.
DTS IPO Preview
- DTS is getting ready to complete its IPO in October 2026 in KOSDAQ. DTS designs and manufactures air-cooled heat exchangers used in power generation, LNG, and petrochemical plants.
- The IPO price range is from 17,000 won to 18,500 won per share. Based on this range, the expected market capitalization ranges from 252.6 billion to 274.9 billion won.
- DTS is a subsidiary of Dasan Networks (039560 KS). Dasan Networks’ 32% stake in DTS (post IPO) represents 84% of Dasan Networks’ market cap.
Infinitt Healthcare: Announces Dividend Amount of 65 Bn Won for 3Q26 to 2Q27 (24% of Market Cap)
- Infinitt Healthcare (071200 KS) announced a major dividend program of providing 65.4 billion won in dividends to shareholders from 3Q 2026 to 2Q 2027.
- Given the company’s current market cap of 276 billion won, the dividend amount of 65.4 billion won represents 24% of its market cap.
- The company has a strong balance sheet. Net cash was 212 billion won at the end of 2Q 2026, representing 79% of market cap.
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