Gate Insights and Crypto Market Analysis

The Korean stock market's KOSPI index recovered above the 6500 level last week (July 27–31), reducing excessive volatility after experiencing historic sharp fluctuations. According to the Korea Exchange on August 2, KOSPI rose 95.1 points last week compared to the previous week's close of 6690.62.

Kumho Tire announced Q2 operating profit of 182.2 billion won and revenue of 1.3327 trillion won on July 30, with its stock price surging 19.90% to 7,290 won on July 31 as seven brokerage firms issued reports upgrading or initiating coverage. The earnings beat market consensus

LG Household & Health Care saw its stock price surge 15.49% from 248,500 won on the 27th to 287,000 won on the 31st, marking the highest gain among large-cap KOSPI stocks during a period when South Korean markets experienced historic consecutive circuit breakers. The company's Q2 revenue

Korean companies and securities firms are slowing equity-linked fundraising activities as sharp stock market volatility disrupts capital-raising plans. Companies face difficulty meeting target fundraising amounts while securities firms bear increased risk in underwriting and investing in

Silver prices have fallen to approximately half their 2025 peak as investor demand cooled amid expectations of continued US Federal Reserve rate hikes. Silver futures closed at $59.31 per ounce on January 30 (local time), down 51.3% from the January 29 peak of over $120 per ounce. The decline

SPEER Corporation stocks fell over 73% to 15,400 won as of July 31, down from a March 17 high of 57,300 won, according to Korea Exchange data. The sharp decline followed profit-taking by investors after SpaceX listed on NASDAQ on June 12. SPEER had surged approximately 713% from a December 5 low of

Strategy Inc. Executive Chairman Michael Saylor rejected Aug. 1 reports that the company had newly authorized up to $5 billion in bitcoin sales, identifying the claim as recycled information from a June 29 announcement. Saylor's response followed a widely circulated social media post that

The South Korean government is preparing amendments to the Capital Markets Act to secure emergency authority to adjust leverage ratios of single-stock leveraged products, according to financial authorities on February 2. The Financial Services Commission and Financial Supervisory Service decided to

Korean bank stocks including KB Financial, Shinhan Financial, and Hana Financial attracted investor attention as they rose steadily while SK Hynix experienced extreme volatility, falling over 27% across three trading days from the 28th to 30th before surging nearly 30% on the 31st. Securities

Korea Investment & Securities analysts recommend the shipping industry as a defensive stock opportunity amid escalating Middle East geopolitical risks and stock market volatility. Daily traffic through the Hormuz Strait dropped from 120 ships to under 15 ships following resumed US-Iran airstrikes, m

DS Investment & Securities researcher Lee Su-rim stated SK Hynix stocks could attempt new highs until the first half of next year, with operating profit peak expected in Q4 next year. The forecast follows recent sharp corrections in semiconductor stocks that triggered peak-out concerns. Lee based th

Woori Financial Group plans to conduct a demand forecast on August 6 for a 270 billion won subordinated bond issuance, with the offering scheduled for August 13. The South Korean corporate bond market entered a seasonal low-activity period in August due to the overlap of summer vacation season and s

Multiple South Korean companies are advancing initial public offering processes during the first week of August, with BigWave Robotics initiating institutional demand forecasting after revising its securities filing four times. The robotics firm joins Hatch Tech, Nearslab, and Gido Industry in

Galaxy Research reported that suspected attackers swept approximately 1,367 BTC worth $88.6 million from 4,585 Coldcard wallet addresses across three waves between July 30 and Aug. 1, according to preliminary analysis of Bitcoin blockchain data disclosed on X. The theft exploited a vulnerability in

SK Telecom is projected to report significant operating profit improvement in Q2, according to a consensus forecast from 16 securities firms compiled by Yonhap Infomax. The telecom operator is expected to post revenue of 4.4084 trillion won and operating profit of 546.8 billion won for the

KOSPI experienced unprecedented volatility during the final week of July, plunging 10.84% on July 28 before surging 17.91% on July 31 to close at 6595.45—marking the index's largest single-day percentage gain on record. The whipsaw moves were triggered by initial concerns over AI investment

Major South Korean companies including LG Electronics and Doosan Bobcat received substantial tariff refunds from the US government in Q2, boosting their quarterly earnings with one-time gains. The refunds stem from the US government's decision to return tariffs previously imposed under the

South Korean financial authorities are internally reviewing the 2008-2011 Equity-Linked Warrants (ELW) regulatory case as they develop measures to address single-stock leveraged ETF speculation. The Financial Services Commission (FSC) and Financial Supervisory Service (FSS) are studying the past ELW

Strategy Executive Chairman Michael Saylor confirmed on August 1 that the dividend rate for STRC, the company's Variable Rate Series A Perpetual Preferred Stock, will hold at 12.00% for August 2026. STRC closed at $89.46 on July 31, approximately 10-11% below its $100 par value. The 12% rate