Quick Commerce Sees Surge in Usage Amid 'Talpang' Exodus [3-Minute Brief]

[At a Glance]
1. Quick commerce absorbs demand after users leave Coupang... Usage rate doubled last month
2. SK Hynix to build advanced packaging fab in Cheongju... "Strengthening HBM capabilities"
3. "Gold, silver, and copper likely to continue rising... Demand growth and stagnant production overlap"

MARKET INDEX : Year to date

○ U.S. New York stock market weakens across the board due to proposed cap on credit card interest rates

○ Financial stocks hit hard by push for 10% cap on credit card interest rates

○ Despite expectations for easing inflation, most expect rates to be held steady in January

Top3 NEWS

■ After leaving Coupang, users flock here... Quick commerce usage rate doubled last month

○ Last month, order volumes at large supermarkets and convenience stores increased year-on-year
○ Benefiting from the fallout of the Coupang personal data breach
○ Expansion of product categories and operating stores also contributed

■ SK Hynix to build new 19 trillion won advanced packaging fab in Cheongju... Responding to AI memory demand■ 

○ Decision to establish 'P&T7' fab in Cheongju, North Chungcheong Province
○ Construction starts in April; completion targeted for 2027
○ Expected to play a key role in commercializing HBM for DRAM

■ Four reasons for surging gold, silver, and copper prices: "Beware of commodity-driven inflation rise"

○ Declining trust in the U.S. dollar and rising industrial demand, including advanced technology development
○ Demand growth, stagnant production causing supply-demand imbalance, and increased private investment
○ Rising metal prices draw attention for potential inflationary impact

Graphic News: After mid-sized K-beauty exports surge, what's next?

○ Exports from January to November last year reached 10.36 billion dollars
○ Concerns raised over excessive reliance on cosmetics
○ Need to diversify consumer goods by combining with K-content

the Chart: 'Five Thousand Point' milestone in sight... "KOSPI could reach 5,000 as early as Q1"

○ KOSPI has risen every single day since the start of the year
○ Firmly established above 4,600; possible to surpass 5,000 in the first quarter
○ Index gains led by upward earnings revisions, especially in semiconductors

Key Events Today

○Domestic

○International

00:00 U.S. New Home Sales (September)

03:00 U.S. 30-Year Treasury Bond Auction

04:00 U.S. Federal Budget Balance (December)

12:35 Japan 5-Year JGB Auction

19:00 China New Loans (December)

22:30 U.S. Producer Price Index (MoM) (November)

22:30 U.S. Retail Sales (MoM) (November)

22:30 U.S. Core Retail Sales (MoM) (November)

22:30 U.S. Current Account (Q3)

◇ Lunchtime & Evening Commute Weather

○ Lowest temperature: -9℃ (▼5℃) ｜Highest temperature: 1℃ (▲5℃)
○ Precipitation probability: 0% in the morning, 40% in the afternoon
○ Fine dust: Moderate in the morning, moderate in the afternoon

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