henry park
36 posts

henry park
@glacierhenry
Formerly in Korean equities industry, currently in gelato, soon to be retired
Seoul, Republic of Korea Katılım Ocak 2025
518 Takip Edilen34 Takipçiler

@GBX_Press No it’s not. It’s the American electorate that put him into office. Twice.
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@stats_feed That’s why I’m long APR. Founder/CEO is in his 30s. Long runway ahead of him.
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🇰🇷 South Korea Surpasses the U.S. in Cosmetics Exports
South Korea has achieved a major milestone in the global beauty industry. In 2025, Korean cosmetics exports hit a record $11.4 billion, up 11.8% from the previous year, vaulting the country to 2nd place worldwide, ahead of the United States ($10.8 billion).
France remains #1 at $24.3 billion.
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@HyungsokAhn Let him and his followers sell/short the Kospi if this is what they believe.
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Forward PEs
Samsung Electronics < 7
SK Hynix < 6
Less than a third of S&P 500, a quarter of Nasdaq 100
Bubble?
This guy has been putting derogatory comments on Koreans for long, so I should not bother.
zerohedge@zerohedge
Foreign investors can't get their money out of the Korean bubble fast enough
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@BullTheoryio Well, lower oil prices caused bond yields to fall. Nvidia reported another good quarter. And yes, the strike was temporarily averted
as the union goes to vote on the tentative agreement. So other things were happening that were supportive for equity prices.
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BREAKING: South Korea’s just exploded more than 8% making it one of the biggest rallies in the index’s history.
KOSPI added nearly ₩570,000,000,000,000 ($410+B) in market value after surging 8% to 7,787.
The surge mainly came because of SAMSUNG, which controls 30% of the Index reportedly reached a tentative deal with it's labour union.

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@TheTNHoller @jimcramer @matthewstoller I don’t waste time watching cnbc when Cramer and Kernen are on.
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WOW — “We’re not having technical difficulties here, but we gotta go.”
@jimcramer reduced to an unintelligible stammer as he tries to process the corruption of Trump making mountains of money trading stocks of companies he makes policies to help.
(H/T @matthewstoller)
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@business The same article highlights that tech and financials are still cheap.
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Supercharged gains in a handful of companies and weak market breadth are stoking concerns that the world’s hottest stock market is overheating in some pockets bloomberg.com/news/articles/…
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Foreign retail investors are cashing in on Korea’s rapidly surging stock market as they rush to profit from the rally — among them, a Japanese investor claimed to make nearly 1 billion yen ($6.3 million) through bets on chipmaker SK hynix.
koreajoongangdaily.joins.com/news/2026-05-1…
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@TheStalwart It’s good for the market to be reminded every now and then that the Korean government is strategizing on how to confiscate stock owners’ gains
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This is a pretty interesting story from Korea last night. One politicians posted something about establishing a public AI "dividend", and the KOSPI quickly plunged over 5% (before cutting its losses) bloomberg.com/news/articles/…


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@business Korean government is already seeing higher revenues in the form of more corporate taxes, stock trading transaction taxes and dividend withholding taxes. But let’s slap on a brand new tax and brand it as a “citizen dividend”. ㅎㅎ
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Samsung Electronics reached a $1 trillion market valuation, driven by the AI boom.
This makes it only the second Asian firm, after TSMC, to hit the mark and puts it in the same elite group as companies like Nvidia and Apple. @sangmi_cha explains bloom.bg/4tT21zL
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Kospi blasts past 7,000 as Samsung tops $1 trillion, trump signals Iran deal progress
koreajoongangdaily.joins.com/news/2026-05-0…
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South Korean stocks are on the cusp of surpassing last year’s world-beating 76% gain bloomberg.com/news/articles/…
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