Thursday, September 17, 2026

We collect and organize daily conversations from stock Telegram channels.

Today, discussion was dominated by the Fed's interest rate hike and dot plot released early in the morning, followed by Hanwha Systems' UAE integrated air defense system project and rising shipbuilder stocks, and Doosan's 1 trillion won expansion.

The Fed raised rates by 25bp and said they will raise once more this year

The Fed raised the benchmark rate by 25bp to 4.00% from 3.75%. It was unanimous and marks the first hike in approximately 3 years since 2023. The statement removed language about inflation potentially being transitory and added a sentence about supply shocks including energy being reflected in prices. The dot plot's year-end median moved from 3.75% in June to 4.125%, indicating one more hike this year, and the 2027 year-end median was also 4.125%, suggesting no cuts next year. Of the 18 officials who provided projections, 16 saw at least one additional hike by year-end and 4 saw two. Growth forecast for this year rose to 2.3% and inflation forecast to 3.7%.

Chair Powell said in the press conference that the Fed will not predetermine future rate paths and will judge at each meeting. He noted that the Fed's role is not to eliminate supply shocks themselves but to prevent them from spreading through secondary and tertiary effects. During the press conference, the Dow fell 700 points, and Gandlack assessed the conference as sparse and opaque. The Dow fell 1.21%, S&P 500 fell 0.45%, Nasdaq was essentially flat at down 0.01%, and the Philadelphia Semiconductor Index rose 0.63%. The 2-year yield rose 7.4bp to 4.738% and the 10-year was at 5.024%. The dollar index exceeded 100. August retail sales rose 1.2% from the previous month, beating expectations.

KOSPI opened at 6,779 and rose 1.2% to 6,795 during the session but was pushed down by foreign selling in the afternoon, closing at 6,715.41, down 0.04%. Foreigners sold 2.277 trillion won in their 7th consecutive day of net selling, the longest streak since July 7, and the number of days with net selling this year reached 118, matching last year. Individuals bought 413.8 billion won and institutions bought 158.6 billion won. The won-dollar exchange rate rose 13.6 won to 1,382.2 won. Samsung Electronics fell 0.39%, SK Hynix fell 0.80%, Samsung Electro-Mechanics fell 3.69%, while banks and insurers rose on expectations of rate hikes, with KB Financial rising 1.41% and DB Insurance up 3.6%. KOSDAQ rose 0.76% to 822.18 for a 4th consecutive day of gains.

Hanwha Systems rose 12.65% on UAE integrated air defense system news

Hanwha Systems rose 12.65% on reports that it is pursuing an integrated air defense system project through a local joint venture with the UAE state defense company. On the same day, securities analysts noted that laser weapon Cheonguang, which destroys small drones in seconds with a launch cost of around 2,000 won per shot, is a new growth driver. Hanwha Aerospace rose 4.1% and Korea Aerospace Industries rose 3.7%, with defense moving up from 17th to 6th in the theme rankings.

Shipbuilders also rose. Hanwha Engine rose 10.30%, Samsung Heavy Industries rose 6.2%, HD Hyundai Heavy Industries rose 6.1%, and HD Korea Shipbuilding & Offshore Engineering rose 4.7%. In the competition to secure a U.S. shipyard, Hanwha Group is pursuing the acquisition of Austal USA, and expectations for orders of artificial intelligence data center power generation engines and Samsung Heavy Industries pursuing a fixed-price contract for floating data centers targeting first operation in Q2 2028 were discussed. HD Hyundai Heavy Industries is scheduled to manufacture 20-megawatt power generation engines at its new Ulsan facility at a scale of 3 gigawatts annually with first delivery in Q4 2028. Shipbuilders rose from 13th to 4th in the theme rankings.

Doosan invests 968.4 billion won in copper clad laminate and cancels all treasury shares

Doosan's board of directors approved 968.4 billion won in expansion investment for its electronics division's domestic and overseas operations. This consists of 421 billion won domestic and 547.4 billion won for its Changxing subsidiary in China, representing 7.92% of equity. This investment responds to demand for artificial intelligence data center copper clad laminates, optical modules, and expanded ASIC customers, with 35 additional production lines targeted for 2028 and 2029 operation including two lines in Thailand, and securities analysts estimated the additional sales from these lines at 4.2 trillion won.

On the same day, the company also decided to cancel treasury shares of 1.956 million common shares and 612,104 preferred shares. This is the full amount of treasury shares held, and cancellation will occur on October 2. The stock price rose 2.0% and the holdings and value-up theme moved up from 9th to 2nd in the rankings.

SpaceX rose 5%, and two space and aerospace stocks hit the daily limit up

Overnight, SpaceX rose 5.15% on news of planning the first orbital flight of Starship on the 22nd, and Musk again mentioned the possibility of a merger with Tesla. Domestically, Nara Space Technology and Bits and Rotor Tech hit the daily limit up, SensorView rose 20.2%, YJ Link rose in the 20% range, and HVM rose 14.8%. Bits and Rotor Tech's gain was accompanied by news of its 30-year supply chain with U.S. Generac for automatic transfer switches for artificial intelligence data center backup power.

In the U.S., GPU cloud company Nebius announced that starting October 1 it will raise on-demand pricing for Nvidia GPUs. H100 rises 17% from $3.85 to $4.50 per hour, B300 rises 21% from $7.85 to $9.50 per hour, and server-attached DRAM charges rise 40%.

Oil prices fell 3.7% on reports that half of Saudi pipelines will recover within days

West Texas Intermediate crude oil fell 3.72% to $101.89 a barrel. Bloomberg reported that Saudi Arabia plans to restore half of the capacity of the East-West pipeline, which was halted due to a drone attack, within days, and President Trump said he received a message directly from Iran expressing its desire for negotiations. Iran said that the agreement with the United States is still valid, and China said that the two countries should return to dialogue.

Domestically, there was news that POSCO International will acquire shale gas assets in the Marcellus Basin of Pennsylvania, USA, for $550 million, and its second-quarter operating profit increased by 37% to 5.7%, while S-Oil rose 5.8% amid expectations of a prolonged Middle East situation.

Other

After the market closed, Oream Therapeutics announced that it had terminated the clinical trial of ORM-6151, a candidate drug for acute myeloid leukemia, developed by Bristol Myers Squibb, and ended the asset purchase agreement reached in October 2023. The $100 million already received as a down payment will not be returned. SK Biopharmaceuticals signed an agreement to introduce a candidate substance for Parkinson's disease treatment, and there were reports on the easing of concerns about over-hang and the value of technology transfer for obesity drugs.

Following yesterday's report that Samsung Electronics increased outsourcing of DDR5 module production, module maker Han Yang DigiTech rose 24.65%, while Seongho Electronics rose 20.7% and Wonik IPS rose 9.04%. There was a sole report that the government proposed a 15% stake investment in Westinghouse to domestic nuclear power companies including Doosan, and the industry responded with concerns about a burden of several hundred billion won. Oasis decided on a third-party allocation capital increase for Viva Republica, the operator of Toss, and MiTuOn rose 20.7% following news of its acquisition of Kakao Games. There was also a circulating article compiling remarks from SK Hynix CEO Kwak No-jung that 2027 will be the year with the most serious shortage in memory industry history.

In terms of US stocks, Nvidia was mentioned the most, followed by SpaceX, Intel, and Apple.

Data included in this article

Source: hatzze.fun/kadera

※ The mention volume and collection are expressions that indicate how much something is being mentioned, and are for reference and entertainment purposes only, and are not buy or sell signals. This does not verify the truth of rumors.

▶ Original source: https://hatzze.fun/