← Watchtower
August 6, 2026

šŸ‡°šŸ‡· In July, 3.4% of all adults in South Korea received a margin call.

The market is down about 30% from its peak, and the forced selling that follows a leveraged bubble is now unwinding. Panics like this are usually when the highest quality businesses go on sale.

Here are the current leaders on combined Quality and Growth in Korea:
šŸ’¾ SK hynix 100

šŸ’Š Samsung Biologics 98

⚔ HD Hyundai Electric 95

🚢 HD Hyundai Heavy Industries 94

šŸ­ Hyosung Heavy Industries 88