South Korea's KOSPI slipped below 6,000 after sharp declines in Samsung
Electronics and SK Hynix as foreign investors continued net selling. Analysts
say the scale of overseas outflows is too large to be explained by post-rally
portfolio rebalancing and poses a bigger market risk than semiconductor
fundamentals; Samsung's Q3 operating profit beat expectations and memory prices
and AI infrastructure investment remain firm. They warn domestic buyers may
struggle to absorb the pressure — retail investors remain cautious after July's
drop and large institutions such as the National Pension Service have limited
capacity to add — leaving persistent foreign sales to weigh on KOSPI relative to
other markets.
