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      <title>KOSPI Falls Despite Samsung&#39;s Record Quarter: A Sell-The-News Story</title>
      <link>https://k4i.com/kospi-falls-despite-samsungs-record-quarter-a-sell-the-news-story/</link>
      <pubDate>Tue, 07 Jul 2026 00:00:00 +0000</pubDate>
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      <description>&lt;p&gt;Samsung Electronics just posted the best quarter any technology company has ever reported — operating profit up 19-fold year-over-year, comfortably beating consensus — and KOSPI fell anyway, dropping as much as 3-4% in early trading. The disconnect looks strange on the surface, but it&amp;rsquo;s a familiar pattern once you look under the hood.&lt;/p&gt;&#xA;&lt;p&gt;&lt;strong&gt;The beat was already priced in.&lt;/strong&gt; Samsung shares had run up sharply into the print, and a headline number matching (rather than dramatically exceeding) already-elevated expectations gave traders a clean exit point. When a stock has rallied hard on anticipation, even a genuinely excellent result can trigger profit-taking rather than a further re-rating.&lt;/p&gt;</description>
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