Goldman Sachs SELL

Korea Weekly Kickstart KOSPI declined by 2 despite foreign inflows and Alphabet's AI capex boost

Jul 24, 202620 pages页

From the report报告摘录KOSPI 2% decline despite foreign inflows: Persistent net foreign outflows (Exhibit 5) contradict short-term inflows; semiconductor foreign ownership low (30.1%) amid outflows (Exhibit 6), signaling sector mispricing.

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