PANews|May 30, 2026 15:15
[Samsung and SK Hynix Stock Surge Triggers Fund Position Limits and Forced Selling, Goldman Warns of Additional Selling Pressure]
According to Bloomberg, global investors have been pouring into Samsung Electronics and SK Hynix stocks. However, the soaring stock prices have hit the 10% single-stock position limit for some funds, forcing them to reduce their holdings. It is reported that Zurich-based GAM Investment Management and Singapore's Jupiter Asset Management have both adjusted their portfolios to comply with position limit rules. Statistics show that as of Thursday, global investors had net sold $63.6 billion worth of South Korean stocks, marking the largest monthly sell-off since 1999. Goldman Sachs analysts pointed out that if the market concentration of Samsung and SK Hynix continues to rise, there could still be additional selling pressure in the future, even though most of the forced selling has already been completed.
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