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![[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2a5d63378340.18378911.png)
[KOSPI Story] Hawkish BOK Warns of 'Additional 100bp Rate Hike'; Examining Supply-Demand and Terminal Rate Scenarios near KOSPI 7,760 Ahead of May MPC Minutes Release
The BOK froze rates at 2.50% but signaled strong tightening, with 2 dissenting votes for a hike. Analysts now eye a terminal rate of up to 3.50% amid a surging USD/KRW, weighing on the KOSPI as it tests the 7,760 support line.
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![[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit](https://daily-stock.kr/stdaily/uploads/202606/gen_6a290bd43a03d3.20969964.png)
[KOSPI Story] Kia (000270) Launches Hybrid Mass Production at US HMGMA, Assessing 15% Tariff Reduction Benefit
Kia has kicked off full-scale mass production of the Sportage Hybrid (HEV) at the Hyundai Motor Group Metaplant America (HMGMA) in Georgia, bypassing the 15% auto tariff to achieve strong cost-saving benefits.
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![[KOSPI Story] KODEX 200 Sees 1.8T Won One-Day Outflow Amid 'Plunge After Breaking 500T Won'—Checking KOSPI 200 ETF Supply/Demand Volatility and Money Move Scenarios](https://daily-stock.kr/stdaily/uploads/202606/gen_6a27ba7e05fb24.11396637.png)
[KOSPI Story] KODEX 200 Sees 1.8T Won One-Day Outflow Amid 'Plunge After Breaking 500T Won'—Checking KOSPI 200 ETF Supply/Demand Volatility and Money Move Scenarios
Daily Stock provides an in-depth analysis of the South Korean financial market's latest trends and supply/demand indicators as the ETF market falls below the 500 trillion won milestone amid volatility in the KODEX 200.
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![[K-OSPI Story] May Exports and K-Beauty Hit Record Highs Amid a High Exchange Rate of 1,531 Won; Checking Kolmar Korea and Cosmax ODM Supply Chain Expansion & Valuations](https://daily-stock.kr/stdaily/uploads/202606/gen_6a2679243288a5.34811836.png)
[K-OSPI Story] May Exports and K-Beauty Hit Record Highs Amid a High Exchange Rate of 1,531 Won; Checking Kolmar Korea and Cosmax ODM Supply Chain Expansion & Valuations
Daily Stock analyzes Korea's record-breaking May exports and the surging K-Beauty ODM leaders Kolmar Korea and Cosmax, evaluating their financial performance, global supply chain expansions, and key investment risks.
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![[KOSPI Story] Entering the Quarterly Ex-Dividend Season: Financial Investment Program Arbitrage's 'U-Turn' Supply-Demand Patterns and Post-Reform Volatility Analysis](https://daily-stock.kr/stdaily/uploads/202606/gen_6a251791f0d7c5.20248024.png)
[KOSPI Story] Entering the Quarterly Ex-Dividend Season: Financial Investment Program Arbitrage's 'U-Turn' Supply-Demand Patterns and Post-Reform Volatility Analysis
KOSPI supply-demand trends and market impacts following dividend system reforms. Structural changes appear ahead of the June 2026 semi-annual and Q2 ex-dividend season, reducing traditional sharp market volatility.
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![[KOSPI Story] Examining HD KSOE's (009540) KRW 70T Order Backlog and 2026 Margin Supercycle Amid a Ultra-High Exchange Rate of 1,559 Won](https://daily-stock.kr/stdaily/uploads/202606/gen_6a23c5c570d913.32112249.png)
[KOSPI Story] Examining HD KSOE's (009540) KRW 70T Order Backlog and 2026 Margin Supercycle Amid a Ultra-High Exchange Rate of 1,559 Won
HD Korea Shipbuilding & Offshore Engineering (HD KSOE) achieved 60.8% of its annual order target in just five months. Backed by a KRW 70.8T backlog and a USD/KRW rate of 1,559.00, it is poised for a margin supercycle in 2026.