EWY iShares MSCI South Korea ETF Loading... : Bullish and Bearish Analyst Opinions
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01:22
Sep 04
Sep 04
Korean indices positive on foreign inflows
Lee says he is not bearish on the Korean market and is now more positive: Christopher Waller's comments lowered US rate-hike odds, KOSPI and KOSDAQ gapped up over 1%, and foreign inflows are returning to cash and futures, though he cautions not to chase gap-ups because the intraday pattern can fade.
MED
00:14
Sep 04
Sep 04
BOJ hike headlines threaten KOSPI volatility.
BOJ 50bp September rate hike speculation and yen carry unwinds have triggered sharp algorithmic and passive-driven selloffs in KOSPI. These episodes may keep recurring as Japan-related rate headlines hit the market, so the setup is to monitor KOSPI volatility around BOJ risk events.
MED
23:08
Sep 03
Sep 03
KOSPI to rise on yields, yen
Kwon Soon-woo expects the KOSPI to rise because long-term U.S. Treasury yields are easing and the yen is strengthening after Bank of Japan officials signaled they may raise rates flexibly, possibly in larger steps. He argues this reduces pressure to sell U.S. Treasuries, supports the Nasdaq, and creates a positive spillover for Korean equities.
MED
22:52
Sep 03
Sep 03
Author reports CXMT's strong Q2 2026 bit growth as a factual data point.
Author reports CXMT's strong Q2 2026 bit growth as a factual data point, with no personal position or forward call on the listed tickers.
LOW
18:29
Sep 03
Sep 03
J.P. Morgan's DRAM/HBM bit growth forecast is a factual research summary.
J.P. Morgan's DRAM/HBM bit growth forecast is a factual research summary, not a directional trade call.
LOW
16:44
Sep 03
Sep 03
Watch EWY for eventual recovery
Monitor EWY for a long-term recovery; the author signals optimism but offers no explicit position or entry trigger.
MED
13:30
Sep 03
Sep 03
KOSPI short sellers retreating; September weak-strong
The current KOSPI decline is qualitatively different from July because the KOSPI stock borrow balance is falling, which indicates short sellers are reducing downside bets; in July the borrow balance surged before the sharp drop. With downside short supply retreating, he expects a weak-early, strong-late September and says investors should watch borrow balance and short-selling data as a leading indicator rather than assume another July-style selloff.
MED
12:30
Sep 03
Sep 03
Watch Asia basket algorithmic selling.
The 2 p.m. KOSPI drop was not a domestic-only event; Japan and Taiwan moved the same way. The most likely cause was foreign algorithmic selling of a Korea-Taiwan-Japan equity basket, with local derivative arbitrage then amplifying the cash selloff. Investors should treat this as a recurring risk and monitor the Asia basket response instead of panic selling on unexplained sharp drops.
HIGH
11:30
Sep 03
Sep 03
Hold current KOSPI support as opportunity.
The market is in a liquidity-drained sideways range, but he argues that if the KOSPI holds current support without breaking down, low-price buying is emerging and the index offers opportunities; the best scenario for now is sideways resilience.
MED
11:07
Sep 03
Sep 03
Foreign selling pressure remains.
Foreigners still have not finished rebalancing out of Korean equities and are using Samsung and SK hynix buybacks as selling windows. With sentiment brittle and buying power absent, KOSPI is vulnerable to shocks and aggressive buying should wait.
MED
11:00
Sep 03
Sep 03
Korean equities near bad-news exhaustion.
The speaker believes the negative macro news, especially Iran/oil and rate-related issues, is near its late stage and that the freshness of bad news is fading. From current levels, the probability of improvement is higher than the probability of further meaningful deterioration. However, a final selling climax could still occur, so he advises holding cash and waiting until after Chuseok for the higher-conviction account-growing window rather than making aggressive bets now.
MED
09:07
Sep 03
Sep 03
Foreign rebalancing not over; buybacks enable selling.
Foreign investors have not finished reducing their Korea exposure because their Korea market weight is still elevated. Samsung Electronics and SK Hynix buybacks are giving foreign investors a good opportunity to sell into strength, so there is still more selling capacity than fresh buying demand near term.
HIGH
05:09
Sep 03
Sep 03
AI fundamentals rock-solid; Taiwan Korea benefit.
Solid U.S. AI results from Broadcom, Snowflake and HP show AI trade fundamentals are rock-solid; guidance is expanding beyond GPUs and CPUs across the AI ecosystem, helping Taiwan and Korea semiconductor names pick back up.
HIGH
03:00
Sep 03
Sep 03
Korean indices in slow upward correction.
He interprets the current market as a slow upward market within a short-term correction, not the start of a bear phase, and says there is no need to be pessimistic; the KOSPI's low forward valuation implies the market does not believe guidance, which could be the eventual re-rating driver if trust returns.
MED
02:04
Sep 03
Sep 03
Pullbacks offer entry before bull market.
Quantitatively, buying a stock about one month after a 52-week high has produced higher returns than chasing immediately; the recent sharp two-to-three day drops in last month's leaders such as cosmetics and secondary batteries look like a cup-with-handle shakeout before fresh upside. The speaker sees September as a seed-sowing window before a 7–10 month bull market, and would combine the pullback with fundamental selection.
MED
01:43
Sep 03
Sep 03
Stabilizing Treasury yields support KOSPI recovery.
September is a weak-first, strong-later tactical setup around the September 24 US-China summit and Chuseok holiday. The speaker expects aggressive US-China rhetoric into mid-September and pre-holiday foreign selling pressure. If the index gets shaken toward Chuseok, he would use cash to buy; if it stays stable into mid-September, he would raise cash and de-risk into the event.
MED
00:33
Sep 03
Sep 03
KOSPI rebound likely on supply reversal.
Ha Chang-wan views the KOSPI short-term direction as upward. The prior session saw heavy foreign and institutional selling, but he expects a supply reversal; even half of the prior outflows returning could erase most of the previous day's decline. Overnight KOSPI futures rose 1.4%, though the key is whether foreign and program buying returns strongly.
MED
00:05
Sep 03
Sep 03
Expect partial KOSPI rebound today
He attributes yesterday's slide partly to yen-carry-related Japanese selling and foreign outflows, but says the selling is now known and global yields have paused; he expects a rebound attempt today that recovers roughly half of yesterday's KOSPI decline, with premarket KOSPI and KOSDAQ quotes up around 1-2%, while cautioning that this is not a trend reversal.
HIGH
23:19
Sep 02
Sep 02
KOSPI should recover after retail supply stabilizes.
Kwon says July leveraged deleveraging caused record monthly outflows of 12.5 trillion won, and retail net buying collapsed from 54.5 trillion won in June to 5.4 trillion won last month. He sees this as a sentiment and supply shock rather than deteriorating fundamentals; he expects the August low to hold and KOSPI to recover gradually once retail selling and buyback-driven support stabilize, with strong fundamentals eventually reflected.
HIGH
22:44
Sep 02
Sep 02
KOSPI valuation attractive near five times earnings.
KOSPI's PER has fallen to about 5.1x; below 5x would be an extremely attractive level that historically would trigger a rebound. The market is heavy due to retail overhang and weak sentiment, but valuations are at levels that should attract buyers over time.
MED
18:03
Sep 02
Sep 02
Korea Taiwan extend AI exposure
Emerging markets, specifically Korea and Taiwan, are areas to lean further into AI for investors seeking additional AI exposure beyond the US.
MED
17:37
Sep 02
Sep 02
South Korea and Taiwan ride AI buildout.
AI could level the playing field for international markets. South Korea and Taiwan have become huge players in the AI buildout, and their stock markets have been going nuts—though concentrated in a handful of companies. This demonstrates that international diversification can deliver winners from unexpected places.
MED
15:12
Sep 02
Sep 02
Morgan Stanley's revised DRAM and NAND pricing forecast for Q3'26 is a factual research summary.
Morgan Stanley's revised DRAM and NAND pricing forecast for Q3'26 is a factual research summary, not an author position or trade call.
LOW
12:30
Sep 02
Sep 02
KOSPI rebound after mid-September likely.
The current correction is not a repeat of the July crash. KOSPI is unlikely to break the 6,000 level; the Jackson Hole-driven Fed communication confusion, oil spike, and war noise should begin resolving by next week. After the Fed rate outlook becomes clearer and key events pass, the market can normalize from mid-September, with KOSPI rebounding toward 7,000-7,500 and KOSDAQ toward 920.
HIGH
11:30
Sep 02
Sep 02
Hold cash until KOSPI settles above 7,000.
The KOSPI is in a hard-to-trade sideways range between 6,500 support and 7,000 resistance. Foreign and institutional selling is overwhelming individual buying, so the market key is held by foreigners. Until foreign inflows return and the index confirms settlement above 7,000, the speaker favors holding cash and waiting rather than aggressive buying or selling. A confirmed 7,000 settlement would open the path toward 8,000-9,000.
HIGH
11:07
Sep 02
Sep 02
Break of KOSPI 6,500 means reduce.
Park keeps KOSPI downside at 6,100 and upside at 7,500. With the index near 6,560 and the 21-day average around 6,600, failure to recover that average keeps the market in an uncomfortable September range; below 6,500 opens 6,100, while recovery above 6,600 would restore stock rotation.
MED
11:00
Sep 02
Sep 02
Declining stock loan balance signals upward inflection.
The Korean market has entered a short-term consolidation and adjustment phase in early September. There is no clear buying base: excluding buybacks, individuals, institutions and foreigners can all be sellers, while foreign hedge-fund program selling is dominating. With KOSPI pressing into a narrow converging range, chasing short-term bounces has become much harder and aggressive 2-3 day trading should be avoided; weak, whipsaw price action is likely until around pre-Chuseok.
HIGH
09:02
Sep 02
Sep 02
Hold more cash into September uncertainty.
September is expected to be uncomfortable because the calendar is loaded with Fed/FOMC uncertainty, Korean Chuseok holiday liquidity risk, and geopolitical tensions; the only real potential positive catalyst would be US-Iran peace, which is not happening. Park puts the chance of a Fed rate hike at about 30 percent and recommends risk management by holding more cash or reducing trading, rather than aggressive positioning. He expects a slow grind rather than a crash, and cash preserves optionality to buy later.
HIGH
08:35
Sep 02
Sep 02
Enter Korean equities before FMC/BOJ
Park expects the Korean market to shake around the FMC and BOJ policy meetings on September 16-18, but says from mid-September through about next July a very large rally should unfold. He advises entering performance-type wrap accounts at major brokerages this week or next week rather than waiting for target-conversion wrap products.
MED
08:00
Sep 02
Sep 02
Stay invested through volatility
After the July correction and rebound, Korean equities are being hit again by U.S. rate-hike odds and macro noise. Kang argues valuations are in a bottom zone, bad news is already substantially reflected, and selling now would be too costly; he advises staying invested, paying the 'volatility admission fee,' and making mechanical periodic purchases using spare funds. September FOMC resolution and U.S. midterm election patterns may support a recovery.
HIGH
About EWY Analyst Coverage
Buzzberg tracks EWY (iShares MSCI South Korea ETF) across 87 sources. 846 bullish vs 59 bearish calls from 377 analysts. Sentiment: predominantly bullish (52%). 1513 total trade ideas tracked. Past 7 days: 41 bullish, 1 bearish, 40 watch. Latest voices: Lee Ju-hyeon, Park Byeong-chang, Kwon Soon-woo.