Record Highs Side by Side...Samsung at 200,000 Won and SK Hynix at 1 Million Won Become Reality [3-Minute Brief]

[At a Glance]
①Semiconductor supercycle...Samsung Electronics hits 200,000 won, SK Hynix 1 million won
②Government and ruling party push KOSDAQ separation...pros and cons clash
③Gangnam apartment listings with reduced prices emerge ahead of heavier capital gains tax in May

MARKET INDEX : Year to date

○The three major New York stock indexes rebounded...AI concerns fade after just one day

○Anthropic can now be integrated with Google and others

○AMD jumps as much as 14% intraday on news of supply deal with Meta

Top3 NEWS

■ Samsung Electronics at 200,000 won, SK Hynix at 1 million won, the unthinkable has become reality

○Super-boom in memory semiconductors
○Samsung Electronics share price tops 200,000 won intraday for the first time
○SK Hynix also exceeds 1 million won for the first time

■ Fierce clash between arguments for and against separating KOSDAQ

○Government and ruling party push ahead with KOSDAQ separation
○Exchange labor union warns of "reckless competition and deterioration in market quality"
○Ruling party says competition system will help KOSDAQ shake off image as "KOSPI second division league"

■ "Gangnam, the mood has changed"...Even with urgent sales by multiple-home owners, buyers wait, expecting "further declines" [Real Estate A to Z]

○More tax-saving listings push down actual transaction prices despite asking prices holding
○Number of apartment listings in Songpa up 40% in just one month
○Lee calls weaker appetite for apartment purchases "a normalization of what was abnormal"

Graphic News : [MPC poll] ②Semiconductors pulling, domestic demand pushing...79% of experts say "growth will top 2% this year"

○The Asia Business Daily surveyed 15 domestic and overseas economic experts
○Most forecast Korea's growth rate at 2.0% this year...some see 2.3%
○A majority expect a "high in the first half, low in the second half" pattern

the Chart : Producer prices rise for 5 straight months...Will they push up consumer prices too?

○Producer Price Index for January up 0.6% month-on-month
○Prices for basic metal products and for financial and insurance services rise sharply
○Prices for intermediate goods climb, while domestic supply prices for consumer goods fall

Today's Key Schedule

○Domestic

○Overseas

00:00 US CB Consumer Confidence (February)

02:45 Speech by ECB President Christine Lagarde

11:00 Speech by US President Donald Trump

14:00 Japan BoJ Core CPI (YoY)

16:00 Germany GDP (QoQ) (Q4)

19:00 Eurozone Consumer Price Index (YoY) (January)

◇Lunchtime & Commuting Weather

○Morning low: -1℃ (0℃) ｜Afternoon high: 15℃ (▲9℃)
○Chance of precipitation: morning 0%｜afternoon 0%
○Fine dust: morning good｜afternoon good

Just 3 minutes is OK: essential, time-efficient economic news. Published every day at 8 a.m.