Samsung Electronics Posts Record-Breaking Q4 Revenue, Reclaims 4,600 on KOSPI

Samsung Electronics Achieves Its Best Performance Ever

Samsung Electronics reported its highest-ever revenue in the fourth quarter of 2025. This marks a historic milestone for South Korean companies, and industry insiders are calling it an 'earnings surprise.'

Strong demand in the semiconductor and display sectors drove the impressive results, with a particular boost from the rising need for AI chips, which analysts say played a key role.

KOSPI Rebounds Past 4,600 Points

Following Samsung’s stellar earnings report, the Korea Composite Stock Price Index (KOSPI) rose. The index started the day flat but quickly turned positive, briefly crossing the 4,600 mark before easing slightly toward the close.

Defense stocks led the gains, with companies like Hyundai Rotem and Korea Aerospace Industries both climbing. This rally is partly attributed to U.S. President Donald Trump’s announcement to boost defense budgets by 50%, fueling optimism in the defense sector.

Focus on Rotation Buying in Bio and AI Stocks

With the upcoming JP Morgan Healthcare Conference next week, biotech stocks are showing strength. Investors are watching closely to see which sectors will lead a rotation in buying, especially between AI and semiconductors.

President Lee Jae-myung Returns from China Visit, Highlights Achievements

President Lee Jae-myung returned home last night after his official visit to China. It’s reported that both countries agreed to set a joint maritime boundary during the talks.

Discussions with Chinese officials also covered mediating the Korean Peninsula and plans to dismantle certain structures in the West Sea, signaling a potential improvement in Korea-China relations.

Government Reviews Investment and Hiring Plans with Major Corporations

President Lee held a roundtable with CEOs of leading companies. The government reviewed early-year investment and employment plans and discussed strategies for balanced national development.

This move indicates a push to boost economic activity and create jobs, with hopes that increased corporate investment will lift business confidence and support growth.