Wednesday, September 2, 2026
We compile and organize daily conversations from the stock Telegram channel.
Two oil tankers came under fire
Overnight, news emerged that two large oil tankers were hit by gunfire in the Strait of Hormuz. The Financial Times reported that one of them was an oil tanker owned by Jang Geum Sang Sun, a Korean shipping company.
Markets moved immediately. Brent crude rose 1.9% to $92.24 per barrel, while gold dropped below $4,400 per ounce, falling more than 1% during the session. U.S. stock index futures plunged, and selling pressure increased in global bond markets. The New York stock market closed lower for three consecutive trading days, with the Nasdaq down 1.03%.
There were also reports about U.S. response. According to reports, President Trump and his associates are reviewing limited strikes in the Strait of Hormuz to prevent Iran from rebuilding the radar and missile capabilities it used for ship attacks.
The most frequently mentioned topics in today's channel were 'interest rate increase' and 'oil price surge', while 'Middle East tensions' and 'Strait of Hormuz' also topped the conversation.
SK Hynix share buyback exceeded 8 trillion won
Results show how far the 40 trillion won share buyback announced last month has progressed.
Of the announced 24.07 million shares, 5.2 million shares were purchased, accounting for 21.6%. Over 8 trading days, approximately 650,000 shares were purchased per day at a consistent pace, and if this continues, the buyback is estimated to be completed on October 16. The cumulative average acquisition price is 1.688 million won per share, and the total amount spent so far is approximately 8.782 trillion won.
Samsung Electro-Mechanics signed a trillion-won supply contract
News that Samsung Electro-Mechanics signed a supply contract for multilayer ceramic capacitors worth 1 trillion won with a global major company became a hot topic. Analysts viewed positively the inclusion of high-capacity product lines.
Numbers also emerged in Korea's power equipment sector. August power transformer exports reached $416 million, up 19% from the same month last year, marking the largest increase since November of last year. Exports to the U.S. increased 35% to $206 million.
Biotechnology has moved up to the second place after semiconductors
In themes, biotechnology surged significantly to claim the second position. Multiple individual news items converged.
Alteogen became a hot topic with news of a license agreement for its hyaluronidase product and milestone payments from partner companies. JW Pharmaceutical attracted increased attention with news of health insurance coverage review for its hair loss treatment, while Baijenzell announced the start of Korea's first advanced regenerative medical treatment. Onconic Therapeutics was mentioned together with pancreatic cancer treatment development and U.S. patent registration.
Semiconductors: back-end process discussions emerge
Multiple reports from the securities industry addressed semiconductor testing and back-end processes. The reports noted that as the industry enters the AI era, chips become more sophisticated, with higher layers and increased complexity, structurally raising testing difficulty. Therefore, the outlook is that testing will be elevated from a simple cost process to a strategic one.
There was also analysis circulating that as high-bandwidth memory investments continue and general-purpose memory expansion is added, the total wafer input is increasing.
Other news
Labor-management wage and collective agreement negotiations at HD Hyundai Heavy Industries broke down. The union rejected the company's initial proposal at the 18th main negotiation round, and the union is entering rotating strikes from a 7-hour partial strike led by executives and delegates on the 2nd through the 10th. A 4-hour partial strike involving all union members is scheduled for the 15th. The union is demanding a monthly base salary increase of 149,600 won and a profit-sharing of at least 30% of operating profit.
In the U.S., analysis circulated that energy storage system businesses faced disruptions due to executive orders on the 26th of last month restricting grid connections for foreign-made batteries, transformers, and inverters. The analysis noted that China accounts for approximately 80% of global battery supply chain production capacity and about 40% of U.S. inverter supply, making the impact significant.
Fed Vice Chair Barr evaluated that inflation is still excessively high and warned that interest rate hikes may be necessary if inflation does not cool quickly. This is the backdrop for why 'interest rate increase' and 'rate hike' rose to the top of today's channel conversations. The won-dollar exchange rate rose to 1,374.58 won.
Data included in this article
Item | Quantity |
|---|
Collection Channels | 317 |
Collected Messages | 11,120 (6,030 on September 1st · 5,090 on September 2nd) |
Among them, late-night section | 1,907 |
Domestic Issue Keywords | 2,350 types (September 2nd count) |
Domestic Theme Count | 26 themes |
US Theme Count | 16 themes |
Source: hatzze.fun/kadera
※ The mention volume and count are expressions that indicate how much something is being quoted, for entertainment and reference purposes only, and are not buy or sell signals. It does not verify the truth of rumors.
▶ Original source: https://hatzze.fun/
