
南韓股市熔斷風暴警示:台灣應警惕槓桿資金退潮風險
南韓股市因半導體權值股遭拋售觸發熔斷,槓桿ETF風險浮現。台灣股市ETF熱度升高,借貸進場風潮也引發擔憂。專家提醒,應警惕槓桿資金退潮時的市場流動性與投資人風險承受力。

南韓股市因半導體權值股遭拋售觸發熔斷,槓桿ETF風險浮現。台灣股市ETF熱度升高,借貸進場風潮也引發擔憂。專家提醒,應警惕槓桿資金退潮時的市場流動性與投資人風險承受力。

The chief of Korea Exchange (KRX) announced plans to enhance transparency and fairness on the KOSDAQ market through stringent delisting criteria and potential market segmentation. The tech-heavy market has seen significant growth over 30 years.

South Korea's Kosdaq, celebrating 30 years, is criticized for rewarding survival over success, trapping capital in weak companies. Reforms are needed to foster innovation by enabling efficient exits for uncompetitive firms.

The Korea Exchange KOSDAQ Market Division announced the formation of the 'KOSDAQ Segment Advisory Group' and its first meeting. The group aims to divide KOSDAQ into 'Premium' and 'Standard' segments with a promotion/demotion system, comprising experts from venture companies, venture capital, investment, and academia.

As of 3:35 PM, foreign investors net sold 69.88 billion won worth of stocks on the KOSPI and 300 million won on the KOSDAQ. Individual investors were net buyers on both markets.

Mirae Asset Asset Management has listed the 'TIGER KOSDAQ Active ETF' on the Korea Exchange. This active ETF aims for excess returns by strategically investing in KOSDAQ-listed companies, focusing on core growth sectors like semiconductor materials and components.

Seven companies, including Davio, have applied for preliminary review for KOSDAQ listing. The companies specialize in areas such as space information software, SMR and fusion power generation equipment, 5G communication equipment, AI solutions, functional food ingredients, and aircraft parts.

Eugene Investment & Securities predicts the KOSPI could rise to 10,400 by 2025, driven by strong earnings and a favorable domestic supply-demand environment. The key will be the performance of non-semiconductor sectors and the KOSDAQ market.

Foreign investors continued their selling spree for the 12th consecutive trading day, marking the longest streak this year, while the KOSPI saw a slight increase. The KOSDAQ, however, experienced a significant surge, triggering a buy-side car for the second day.