nice info. I'll take a closer

nice info. I'll take a closer look at KOSPI

JPMorgan Targets KOSPI 10,000: SK Hynix and Samsung are Better Choices?

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull). Have You Participated in the Korea Rally? Do you think these are still cheap for where we are in the AI cycle, or has the EPS outlook already been fully priced in? Do you prefer direct Korean equity/ETF exposure, or playing the HBM cycle through $MU$/$SNDK$? What's your biggest concern — an unexpected slowdown in AI capex, or something else?

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