Repost: Huachuang Non-Bank Financial Xu Kang Team's Latest Korea Exchange Summary 0729

English summary

### Repost: Huachuang Non-Bank Financial Xu Kang Team's Latest Korea Exchange Summary 0729 Time: 2026-07-29 15:31:00 Content: Latest Korea Exchange Summary 0729. Today, the decline in memory leaders caused a significant adjustment in the Korean stock market. We are currently communicating with Korean investment institutions on-site in Seoul. Sharing the latest views: 1. The main reason for the decline is believed to be the negative deleveraging effect of leveraged products on individual stocks. Currently, there are 14 leveraged products with a total scale of 20-25 trillion Korean won. SK Hynix accounts for about 60% of such products, while Samsung is relatively less. Hynix's high stock price leads to a higher investment threshold. 2. Currently, individual loss rates are very high. The government is brewing the next measure. #In the future, it may be possible to prohibit ordinary individuals from purchasing double-leveraged products on individual stocks, limiting them to institutional investors/ultra-high-net-worth individual clients, but specific policy details are still awaited. #The Korean Finance Minister apologized for the prudence of launching such products. 3. The reason these ETF products are popular is that they significantly lower the threshold for buying Hynix and Samsung stocks.…