Thursday, October 29, 2026 · Evening · Economy

We Being News

Thursday, October 29, 2026 · Evening · Economy 6 pages

Front page · Finance

Samsung, SK Hynix shareholder returns
Kioxia stake sale gains utilized

Samsung Electronics and SK Hynix will announce their confirmed Q3 results this week.

1 pagesSamsung, SK Hynix shareholder returns Kioxia stake sale gains utilizedFinance
2 pagesPark Hyun-joo's surprise announcement Japanese securities M&A on 29thEconomy
3 pagesBanpo124 complex: 1,801 units for sale Winners need 2.8 billion won cashEconomy
4 pagesKorea Investment launches new fund Morgan Stanley indirect investmentFinance
5 pagesInsurers' loss ratio calculation Found lacking...improvement plan requiredFinance
6 pagesU.S. holds key rate steady maintains 3.75–4.00%Economy

Finance · Under review · 8 sources combinedp. 1 / 6

Samsung, SK Hynix shareholder returns
Kioxia stake sale gains utilized

In short

Samsung Electronics and SK Hynix will announce their confirmed Q3 results this week.

Despite record-high earnings, stock prices have fallen sharply, drawing focus to additional shareholder returns.

SK Hynix is reviewing using Kioxia stake sale gains as a source for dividend payments.

Key facts

When	Samsung Electronics will announce Q3 confirmed results on the 29th, and SK Hynix on the 28th.
Who	Attention is on whether Samsung Electronics and SK Hynix will announce additional shareholder return plans.
What	Samsung Electronics is preparing to specify a return policy of 90 trillion to 110 trillion won, while SK Hynix is preparing one of 40 trillion won.
How	SK Hynix is reviewing using part of 20 trillion won in pre-tax gains from the Kioxia stake sale as a source for special dividends.

What it means for me

Investors holding semiconductor stocks or related funds may be affected by the dividend and share buyback plans announced this week.

Economy · Planned · 6 sources combinedp. 2 / 6

Park Hyun-joo's surprise announcement
Japanese securities M&A on 29th

In short

Park Hyun-joo, chairman of Mirae Asset Group, announced plans to reveal a Japanese securities company acquisition on the 29th.

He said a mainland Chinese financial company acquisition will also be completed within this year.

He emphasized that semiconductor peak theory is likely wrong and leveraged ETFs are risky.

Key facts

When	He made the remarks at a Kyung Hee University lecture on the 27th, with the M&A announcement scheduled for the 29th.
Who	Park Hyun-joo, chairman and global strategist of Mirae Asset Group, made the comments.
What	He is pursuing a Japanese securities company acquisition and plans to complete a Chinese financial firm M&A within the year.
How	He refuted semiconductor peak theory based on supply shortages and expressed a negative stance on leveraged investing.

What it means for me

While not specific investment advice, the remarks are worth considering for market sentiment.

If you hold semiconductor-related assets, the supply shortage outlook is worth noting.

If investing in leveraged products, it is worth rechecking loss risks.

The warning can be read as advice to avoid high-ratio leveraged investments in retirement fund management.

Economy · Planned · 2 sources combinedp. 3 / 6

Banpo124 complex: 1,801 units for sale
Winners need 2.8 billion won cash

D-31 Deadline December 8 · Priority subscription deadline

In short

A new apartment complex with 1,801 units will be sold along the Hangang riverside in Banpo-dong.

If you win the lottery, you can expect capital gains of up to 2.7 billion won.

However, even if you win the lottery for an 84㎡ unit, you must prepare 2.8 billion won in cash directly.

Key facts

When	Subscription notice on November 27; special allocation on December 7; priority subscription on December 8
Where	Banpo-dong, Seocho-gu, Seoul; redevelopment of Banpo Public Housing Phase 1 complex, districts 1, 2, and 4
What	1,801 units, 59–130㎡ dedicated area, general sale (930 units special allocation + 871 units general allocation)
How	Mortgage limit of 200 million won for homes over 2.5 billion won requires 2.8 billion won cash if 84㎡ unit wins

What it means for me

Winning high-end apartment subscriptions depends more on cash liquidity than mortgage availability.

Full-time workers struggle to prepare 2.8 billion won in cash from salary alone.

Self-employed people cannot enjoy subscription lottery benefits without liquid assets.

Retirees find it difficult to secure cash without selling existing real estate.

Finance · 2 sources combinedp. 4 / 6

Korea Investment launches new fund
Morgan Stanley indirect investment

Deadline Deadline November 6 · Initial subscription deadline

In short

Korea Investment Trust Management has launched a product that makes indirect investments in Morgan Stanley's flagship fund.

The fund concentrates investment in 30-40 global quality companies.

Sales started exclusively at Korea Investment & Securities on October 26 and the subscription period runs through November 6.

Key facts

When	Sales started exclusively at Korea Investment & Securities from October 26.
Who	Korea Investment Trust Management launched the 'Korea Investment Morgan Stanley Global Opportunity Fund.'
What	It makes indirect investments in flagship funds of Morgan Stanley Investment Management with net assets of approximately $12.2 billion.
How	Investors can choose between Korean won-hedged, unhedged, or US dollar-denominated versions, with free enrollment available after initial launch.

What it means for me

Investors considering indirect investment in foreign quality stocks have gained one more option.

Finance · 2 sources combinedp. 5 / 6

Insurers' loss ratio calculation
Found lacking...improvement plan required

D-23 Deadline November 30 · Insurers' improvement plan submission deadline

In short

The Financial Supervisory Service inspected 6 insurers and found their loss ratio and business expense calculations were inadequate.

All insurers must conduct self-inspections by the end of November and submit improvement plans.

Those with incorrect insurance liability calculations at the December settlement will face strict penalties.

Key facts

When	On the 29th, the Financial Supervisory Service held a meeting with actuarial department heads from insurers.
Who	Actuarial department heads from 22 life insurers and 17 non-life insurers attended.
What	The 6 insurers inspected on-site showed inadequate cases in calculating loss ratios and business expenses.
How	All insurers must conduct self-inspections and submit improvement plans by the end of November.

What it means for me

Policyholders will not be immediately affected, but transparency in insurance premium calculation is expected to gradually improve.

Economy · 3 sources combinedp. 6 / 6

U.S. holds key rate steady
maintains 3.75–4.00%

In short

The U.S. Federal Reserve kept its benchmark interest rate unchanged.

It paused after raising rates last month.

A further increase in December is being discussed as a possibility.

Key facts

When	The decision was made at the FOMC (Federal Open Market Committee) meeting held over two days on October 28 (local time).
Who	The U.S. Federal Reserve (the Fed) announced it.
What	It held the benchmark rate at 3.75–4.00% annually.
How	One month after a 0.25 percentage point increase last month, it took a pause.

What it means for me

There is no major change in loan rates or exchange rates for now, but the December decision should be watched closely.

You've read it all

The morning edition comes out tomorrow at 6:30 a.m.

Back to the front page

Get the app and we'll let you know when a new paper is out

Samsung, SK Hynix shareholder returnsKioxia stake sale gains utilized

Samsung, SK Hynix shareholder returnsKioxia stake sale gains utilized

In short

Key facts

What it means for me

Park Hyun-joo's surprise announcementJapanese securities M&A on 29th

In short

Key facts

What it means for me

Banpo124 complex: 1,801 units for saleWinners need 2.8 billion won cash

In short

Key facts

What it means for me

Korea Investment launches new fundMorgan Stanley indirect investment

In short

Key facts

What it means for me

Insurers' loss ratio calculationFound lacking...improvement plan required

In short

Key facts

What it means for me

U.S. holds key rate steadymaintains 3.75–4.00%

In short

Key facts

What it means for me

You've read it all

Samsung, SK Hynix shareholder returns
Kioxia stake sale gains utilized

Samsung, SK Hynix shareholder returns
Kioxia stake sale gains utilized

Park Hyun-joo's surprise announcement
Japanese securities M&A on 29th

Banpo124 complex: 1,801 units for sale
Winners need 2.8 billion won cash

Korea Investment launches new fund
Morgan Stanley indirect investment

Insurers' loss ratio calculation
Found lacking...improvement plan required

U.S. holds key rate steady
maintains 3.75–4.00%