EWY iShares MSCI South Korea ETF Loading... : Bullish and Bearish Analyst Opinions
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12:30
Sep 04
Sep 04
KOSPI chase risk near option expiration.
Next week is quadruple witching on September 10, and foreign investors have rebuilt cumulative KOSPI futures net longs to about 28,000 contracts, near their typical +/-30,000 contract band and close to their historical cap near 40,000. That leaves only about 10,000 contracts of buying room, so if another sharp rally occurs on good news, foreigners are more likely to take profits and the KOSPI could see correction or time-based consolidation instead of explosive upside.
HIGH
11:30
Sep 04
Sep 04
KOSPI bottom is firm; don't sell.
Yeom sees the KOSPI repeatedly testing the 6,500 level on an intraday basis and closing above it each time. He reads that as a market bottom with strong support, helped by corporate buybacks and other demand that defends the downside. He says investors do not need to cut stock exposure here and should not treat this as a selling zone.
HIGH
11:19
Sep 04
Sep 04
KOSPI likely rebounds into October toward 7,500.
Park expects the September correction to be limited to less than 10% and sees KOSPI forming a hammer-style lower tail in September, then rallying into October and attempting 7,500. He argues bearish broadcast and comment sentiment shows investors have already positioned defensively, so selling is becoming exhausted and money can return once rate fears fade.
HIGH
11:04
Sep 04
Sep 04
KOSPI downside limited; foreigners buy.
KOSPI only fell one day in September and is recovering from its 20-day moving average; foreigners are buying cash and futures, and the low is being raised gradually. The market is not a place to flee from.
MED
11:02
Sep 04
Sep 04
Buy KOSPI late September for October rally.
Park expects September's seasonal correction to be mild, with a lower tail but not a 10% decline, and sees a hammer-shaped bullish candle forming. He then expects a rally from late September into October-November that will test KOSPI 7,500, and advises waiting until late September to deploy rather than chasing immediately.
HIGH
11:00
Sep 04
Sep 04
KOSPI rangebound then late-September entry setup.
Historical U.S. midterm patterns show a late-September low, and combined with Korea's Chuseok holiday and Samsung/SK hynix Q3 expectations from late September, KOSPI is likely to be rangebound and frustrating until Chuseok, then set up a recovery into October.
HIGH
10:00
Sep 04
Sep 04
KOSPI too concentrated; be selective EM
Dan notes KOSPI did not have the offsetting healthcare and financials rotation that cushioned the US when AI sold off, because it is highly concentrated in semiconductor-related stocks; he tells investors to be selective in emerging markets.
MED
08:17
Sep 04
Sep 04
Foreign futures positioning favors near-term upside
Foreign investors bought about 2.5 trillion won of futures today and are positioned upward into next week's futures and options expiry, while institutions are positioned downward. Lee thinks the balance of probabilities still favors overseas-driven upside for KOSPI and KOSDAQ unless employment or CPI data surprises sharply.
MED
06:54
Sep 04
Sep 04
Asian tech gains on Fed hold bets
Asian stocks extended gains as investors pared Federal Reserve rate-hike bets after Christopher Waller's comments. Technology shares led because they are most sensitive to rates, with the KOSPI up more than 1% and Hong Kong tech stocks up more than 2%, while a weaker dollar also supported Asian currencies.
MED
06:14
Sep 04
Sep 04
Korea/Taiwan chip plays attractive.
Korea is liked despite its run-up because the rally has been concentrated in two stocks; there is a broader corporate reform story, dividend payout is still half that of Australia and Singapore, and the market at around 12x earnings is attractive.
MED
06:00
Sep 04
Sep 04
Buy KOSPI dip after mid-September.
September seasonality is weak, especially in the third and fourth weeks, but investors should not lose their stocks; those with cash should use mid-to-late September weakness as a buy-the-dip opportunity ahead of an October rebound. The event risk centers on the September 11 CPI and September 16 FOMC.
MED
05:55
Sep 04
Sep 04
South Korea DRAM cycle peak near.
South Korea is less preferred because the market is volatile and heavily focused on DRAM; DRAM prices have already risen five to six times in nine months and the cycle peak looks close, limiting earnings revision and market upside.
MED
03:19
Sep 04
Sep 04
One-off rate hike is KOSPI buying chance.
Current U.S. rate-hike fears are already partly priced. Even if the Fed hikes once, a non-continuous cycle would resemble 1995-1999, when equities recovered, so September volatility is a chance to increase Korean equity exposure into October.
HIGH
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
About EWY Analyst Coverage
Buzzberg tracks EWY (iShares MSCI South Korea ETF) across 87 sources. 855 bullish vs 59 bearish calls from 378 analysts. Sentiment: predominantly bullish (52%). 1526 total trade ideas tracked. Past 7 days: 50 bullish, 1 bearish, 44 watch. Latest voices: Hwang Yoo-hyun, Yeom Seung-hwan, Park Se-ik.