Kai Research

📌 One-Line Summary Strong US tech leadership overnight — Nasdaq surged +1.19% — is expected to support another upside attempt by the KOSPI, which broke above the 8,000 level (8,047, +2.55% ) in the prior session. However, the high won/dollar rate above 1,500 and profit-taking appetite after the sharp run-up may keep the market in a consolidation mode. 🌙 Overnight Markets US equities extended a tech-led rally overnight. The Nasdaq Composite climbed to around 26,656, reaffirming optimism toward AI and semiconductor demand, while the S&P 500 also closed higher. The Dow, however, slipped modestly, highlighting a divergence between large-cap value and growth names. Index Close Change S&P 500 7,519.12 +0.61% Nasdaq 26,656.18 +1.19% Dow Jones 50,461.68 -0.23% The AI- and semiconductor-driven risk-on mood creates a favorable backdrop for Korea's large-cap chip and tech names. Since the KOSPI opened the "8,000 era" at 8,047 ( +2.55% ) in the prior session — ...

📊 Today's Market at a Glance On May 26, 2026, Korea's stock market staged a strong rebound as the KOSPI reclaimed the 8,000 level for the first time in six sessions. Electronic components, MLCC, and semiconductor parts makers led the advance, while the KOSDAQ also closed higher on the back of strength in quantum computing and security theme stocks. Index Open High Low Close Change Volume KOSPI 8,070.91 8,131.15 8,008.19 8,047.51 +2.55% 51,431.9만 KOSDAQ 1,189.28 1,205.12 1,170.41 1,172.52 +0.98% 116,898.9만 The USD/KRW exchange rate stayed elevated at 1,512.83 . A sharp drop in international crude oil (WTI) amid expectations of a U.S.-Iran ceasefire eased cost-burden concerns and supported risk appetite. 📈 KOSPI Analysis The KOSPI closed at 8,047.51 , up +2.55% from the prior session, reclaiming the 8,000 level for the first time in six trading days. It opened at 8,070.91 and climbed to an intraday high of 8,131.15 before paring some gains on profit-taking, yet still printed a...

📌 Company Overview Hanmi Semiconductor (042700, KOSPI) is South Korea's leading semiconductor packaging equipment manufacturer, best known for its TC (Thermal Compression) Bonder — the critical machine used to stack HBM (High Bandwidth Memory) chips. Founded in 1980 and headquartered in Incheon, Korea, Hanmi has built a dominant position in the global AI/HBM packaging equipment market, supplying major customers including SK Hynix. As AI-driven demand for advanced memory continues to surge, the company is expanding its portfolio with next-generation equipment for HBF (High Bandwidth Flash), positioning itself at the forefront of the AI semiconductor supply chain. 📈 Current Stock Price ₩325,500  |  ▲ +₩5,000 (+1.56%) Item Value Current Price ₩325,500 Previous Close ₩320,500 Daily Change +₩5,000 (+1.56%) Volume 757,308 shares 52-Week High ₩426,000 52-Week Low ₩78,600 Market Cap (approx.) ~₩30.5 trillion (~$23.4B USD) (As of 2026-05-26 12:57 KST,...