Friday, September 18, 2026

We collect and organize daily conversations from the stock Telegram channel.

Today, the most talked about story was foreigners returning to net buying after 8 trading days and the Kospi rising 2.66%, followed by sharp increases in electrical transmission stocks including Gaon Electric Wire and a rebound in U.S. semiconductors.

Foreigners buy, Kospi rises near 6,900 for the first time in 8 trading days

The Kospi closed at 6,894.23, up 2.66%. This is the largest gain since September 7, and it ended just below the 6,900 mark. Foreigners bought 431.7 billion won, breaking 7 consecutive days of net selling, primarily buying electrical and electronic stocks. Institutions bought 1.502 trillion won while individuals sold 3.594 trillion won. The Kosdaq rose 0.60% to 827.12, marking four consecutive days of gains. The won-dollar exchange rate rose 1.1 won to 1,383.3 won, up for the fifth consecutive trading day.

SK Hynix rose 6.42%, surpassing 1.8 million won, Samsung Electronics up 3.36%, SK Square up 6.8%, and Hanmi Semiconductor up 4.7%. Samsung Electro-Mechanics rose 4.36% after NVIDIA CEO Jensen Huang said next year's chip sales would double this year's, combined with maximum third-quarter earnings outlook. Conversely, shipbuilding stocks saw profit-taking, with HD Hyundai Heavy Industries down 2.2%, and as the rally concentrated in semiconductors, more stocks fell in both markets.

The backdrop was a pullback in oil prices and interest rates. Saudi Arabia proposed a two-week ceasefire to Houthi rebels through Oman, and reports of sequentially normalizing suspended pipelines drove West Texas crude below $100. U.S. 10-year Treasury yields fell to 4.93% for the first time in 9 trading days, below 5%. The Bank of Japan raised its base rate from 1.00% to 1.25%, the highest in 31 years, but as this was an expected hike, the yen was actually weaker, with reduced concerns about yen carry unwinding. The Bank of England held steady at 3.75%.

Gaon Electric Wire up 25.53%, electrical transmission stocks rally together

LS Cable subsidiary Gaon Electric Wire announced an additional $50 million, about 70 billion won investment in its U.S. subsidiary to more than double local cable production capacity, rising 25.53%. Overnight news that Amazon signed a long-term supply contract with Generac for $2.4 billion in data center backup generators through 2028 sparked expectations across power equipment overall. Sundo Electric, which makes power supply control devices, hit the daily limit, while LS Eco Energy rose 14.15%, Korea Electric Wire 11.13%, KBI Metal 14.6%, and LS Electric 4.7%.

LS Marine Solution signed a 156.9 billion won contract with Hanwha Ocean for offshore wind farm subsea cable transportation and installation in Sinan, representing 64.2% of last year's revenue. News also circulated that the U.S. Department of Energy issued emergency orders on the 17th and 18th to deploy emergency backup power to address power risks on the mid-Atlantic coast where high temperatures and power transmission maintenance overlap, and that Amazon has secured up to $8 billion worth of emergency generators for data centers as they become scarce. In theme rankings, power equipment and cables jumped from ninth to second place.

U.S. semiconductors rebound after 4 days, stocks gain

The Philadelphia Semiconductor Index rose 3.14% overnight, rebounding after 4 days, with the Dow up 0.62%, S&P 500 up 1.14%, and Nasdaq up 1.69%. The volatility index was down 12.5% to 15.4. AMD rose 6.36% on news it will raise AI accelerator and GPU prices about 10% starting in the fourth quarter due to TSMC cost increases, while Intel surged 7.67% after previewing CPU price hikes in early October. Arm rose 8.57% after its CEO said it has confirmed about $2 billion in customer demand for data center CPUs, and Micron rose 5.5% as its $2.75 billion factory in Sanand, India began commercial production. News also emerged that GPU cloud Nevius is raising rental rates and CoreWeave is continuing contracts at higher prices.

Posts circulated in the options market about someone putting about $100 million into call options expiring October 2. Targets include Intel, Marvell, Micron, and SanDisk, with 88% being the two memory stocks. Citi reported that August AI token usage increased 2,434% from a year ago, and Chinese media reports also widely circulated that Google disguised Gemini 4 Pro under a different name for public beta testing.

Optical communications and capacitors also followed suit

Sungho Electronics rose 24.07%, Urilo up 15.10%, and Korea Optical Telecommunications had news attached about acquiring U.S. cable company Intech America. Analysis noted that Nevius's GPU rental rate hike sparked expectations for AI infrastructure investment. In capacitors, JPMorgan raised its 2027 and 2028 operating profit estimates for Samsung Electro-Mechanics from 24% to 29% based on multilayer ceramic capacitor price increase cycles, and Samsung Electro-Mechanics unveiled a next-generation AI server capacitor that fits in tight spaces next to GPUs. Analysis from securities firms noted that leading companies' price increases are expected to continue for Samhwa Capacitor.

Daily limit gainers were Dongyang, NFC, and Sundo Electric

Dongyang hit the daily limit on a securities report discussing benefits from AI data centers and Gadeok New Airport projects. Cosmetics ODM company NFC hit the daily limit on a report estimating third-quarter operating profit at 4.8 billion won, up 63% from a year ago, while InCell rose 26.48% after its Charcot-Marie-Tooth disease treatment manufacturing technology developed with a public foundation was registered as a U.S. patent. Famicell rose 14.5% on expectations of benefits from Doosan's copper-clad laminate expansion.

And more

Samsung E&A won a 3.5 billion dollar fertilizer project in Saudi Arabia, and its stock price rose by 6.7%. L&F signed a mid-to-long-term supply contract worth 161.7 billion won with SK On for lithium iron phosphate cathode materials. Reuters reported that China's Changxin Memory is setting up a NAND flash research and development line at its new Beijing plant, preparing to enter the NAND market. There were also reports that SK Specialty and Hosing notified Samsung Electronics and SK Hynix that they would raise the price of tungsten hexafluoride by 70% to 90% in 2026.

The U.S. Securities and Exchange Commission allowed tokenized stocks, opening the door for 24-hour stock trading. This comes just two days after the Clarity Act was blocked in the Senate. Samsung Electronics has created a new organization dedicated to robots for semiconductor factories. There is talk that there will be fewer events next week because Japan will be closed from the 21st to the 23rd, Korea on the 24th and 25th, and China on the 25th.

In terms of U.S. stocks, Nvidia was mentioned the most, followed by Amazon, Intel, and Alphabet.

Data included in this article

Source: hatzze.fun/kadera

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

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