재테크당

Economic News Summary - September 28, 2026 Afternoon

09. 28

Hello?

Every morning and evening, I summarize the articles that appeared on three economic newspapers into one line. Today, because of the wind, I'm going to post it on the stock market.

I hope you all have a happy and satisfying dinner.

2026-09-28 Evening Economic Newspaper Summary

Main Trends

The afternoon market saw a divergence between the burden of interest rate hikes and industry-specific growth expectations. KOSPI fell 2.70% to close at 6,889.74, with large-scale net selling by foreigners and institutions concentrated on semiconductor large-cap stocks. On the other hand, KOSDAQ rose slightly, and some battery, solar, and bio stocks showed strength, making it difficult to interpret the index decline as a downturn across all industries.

AI investment is leading to concrete facility investments in semiconductor substrates, cooling, and power infrastructure. Samsung Electro-Mechanics' domestic and Vietnamese package substrate investment, Samsung Electronics' research facility agreement, and ISC's expansion plan are representative examples. However, there is a time lag between capacity expansion and earnings reflection, and securing electricity and water for data centers and regional acceptance are also influencing project progress.

Consumption faces both recovery and burden. The increase in inbound tourists and foreign consumption is providing opportunities for the hotel, distribution, and beauty industries, but rising food prices and delinquency burdens on vulnerable self-employed businesses could limit domestic recovery. Electric vehicles are seeing sales expansion confirmed in Europe and Korea, while the flow of new and used cars differs in the United States, requiring a regional approach.

In finance and policy, market stability and institutional improvement are proceeding together. While financial and monetary authorities are checking the interconnected risks of interest rates, exchange rates, and household debt, discussions have been held on high-frequency trading regulations, legal foundations for tokenized assets, and consumer protection improvements. Public rental expansion and new city transportation improvements show the direction of supply, but funding and relocation and construction schedules will determine actual results.

Global variables are US-China trade relations and Middle East negotiations. Policy expectations for solar and battery industries and potential changes in AI chip regulations have been reflected in industry stock prices, but there are also unconfirmed reports. The partial recovery of Hormuz logistics and the possibility of negotiations related to Iran may not immediately lead to supply normalization, so it is necessary to check oil prices, interest rates, and exchange rates together.

Maeil Business Newspaper

Total summary articles: 59

[Finance]

Some financial services to be suspended on October 5th due to credit information system upgrade

Posted time: 2026-09-28 09:48:00 KST

The Korea Credit Information Service announced that it will suspend some services related to general credit information processing, such as loans and account openings, from 0 to 8 am on October 5th due to system upgrades. Services that do not require related information processing, such as bank transfers and ATM withdrawals, card payments, etc., can be used normally.