Interest rates are at their highest in 24 years, yet the Nasdaq hits a new high... Why only Korea has been left behind [Yeomvely’s Secret Notebook / Month 10, Week 2, Part 1]

The broadcast attributes the weakness in the KOSPI and major semiconductor stocks, despite positive assessments of Korean semiconductor earnings and industry conditions, to foreign selling and weaker buying support. It discusses Samsung Electronics’ earnings and upward revisions to estimates of future profits, but some figures appearing in the captions cannot be treated as verified earnings figures without separate confirmation. It raises the possibility that share buybacks have provided an outlet for shares being sold, while acknowledging that the exact reasons for foreign selling remain difficult to determine. It discusses the possibility of interest rates stabilizing through observations that high yields attracted buying demand at US Treasury auctions and an interpretation of the timing of further Federal Reserve rate hikes. It explains the Nasdaq’s strength in terms of earnings growth at certain major technology companies that outweighs the burden of interest rates, while emphasizing that a rising index is not the same as broad strength across individual stocks. It cites memory prices, delivery lead times, and statements by related companies as evidence of strong demand. Among Korean sectors, it urges caution about chasing gains in semiconductor materials, components, and equipment stocks, while mentioning secondary batteries, space, and solar energy as areas to watch. It presents outsourced back-end processing and bottlenecks in overseas production capacity as a growth rationale for Korean OSAT companies, but improving industry conditions do not guarantee rising share prices. All directional outlooks are the speaker’s conditional judgments, not definitive short-term price predictions.