Country Sentiment Dossier
South Korea sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Direct company coverage supplies 100% of the measured article set.
Conditions that limit conviction
Evidence confidence is 59/100 and should limit conviction in the aggregate read.
Only 54% of measured equities have a positive one-week response.
Narrative Breadth
How widely tone is shared
Score Distribution
Shape of the company tape
Evidence Quality
Reliability of the read
1493 relevant story observations across 999 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Sector map
Strongest tone
Communication Services54.710 equities · 55/100 confidenceIndustrials52.387 equities · 62/100 confidenceFinancial Services52.238 equities · 61/100 confidenceHealthcare51.716 equities · 51/100 confidenceBasic Materials51.643 equities · 59/100 confidenceReal Estate51.611 equities · 45/100 confidenceTechnology50.528 equities · 56/100 confidenceConsumer Cyclical50.348 equities · 56/100 confidenceWeakest tone
Utilities50.06 equities · 53/100 confidenceConsumer Defensive50.327 equities · 51/100 confidenceConsumer Cyclical50.348 equities · 56/100 confidenceTechnology50.528 equities · 56/100 confidenceReal Estate51.611 equities · 45/100 confidenceBasic Materials51.643 equities · 59/100 confidenceHealthcare51.716 equities · 51/100 confidenceFinancial Services52.238 equities · 61/100 confidence1 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Industry map
Strongest tone
Engineering & Construction55.926 equities · 65/100 confidenceAuto Manufacturers55.25 equities · 62/100 confidencePaper & Paper Products55.25 equities · 59/100 confidenceBanks - Regional53.09 equities · 53/100 confidenceElectrical Equipment & Parts52.915 equities · 51/100 confidenceCapital Markets52.416 equities · 57/100 confidenceSpecialty Chemicals52.410 equities · 53/100 confidenceDrug Manufacturers - Specialty & Generic52.411 equities · 51/100 confidenceWeakest tone
Electronic Components48.011 equities · 53/100 confidenceDepartment Stores48.15 equities · 52/100 confidenceSpecialty Industrial Machinery49.25 equities · 45/100 confidenceAuto Parts49.214 equities · 50/100 confidenceChemicals49.67 equities · 57/100 confidenceAerospace & Defense49.65 equities · 71/100 confidenceMetal Fabrication50.05 equities · 34/100 confidenceApparel Manufacturing50.06 equities · 48/100 confidence53 thin groups are withheld because they contain fewer than 5 qualified securities.
Peer Comparison
Where this read sits in the ranked tape
Catalyst Lens
What is moving the narrative
Publisher Lens
Where the latest observations came from
Positioning Lens
What deserves attention
Security Evidence
The equities behind the read
Constructive leaders
News confirmed by price · +28.4% 1W
Earnings · 66/100 confidence · 6 direct storiesNews confirmed by price · +10.4% 1W
Market update · 72/100 confidence · 5 direct storiesBalanced read · +0.4% 1W
Earnings · 58/100 confidence · 4 direct storiesNews confirmed by price · +3.8% 1W
Earnings · 57/100 confidence · 4 direct storiesNews confirmed by price · +14.5% 1W
Earnings · 54/100 confidence · 3 direct storiesNews confirmed by price · +12.6% 1W
Earnings · 51/100 confidence · 3 direct storiesNews confirmed by price · +9.2% 1W
Earnings · 49/100 confidence · 3 direct storiesNews confirmed by price · +5.9% 1W
Analyst action · 40/100 confidence · 2 direct storiesCautious laggards
Bad news being absorbed · +12.2% 1W
Regulatory and legal · 75/100 confidence · 7 direct storiesCaution confirmed by price · -15.0% 1W
Earnings · 57/100 confidence · 5 direct storiesBad news being absorbed · +11.6% 1W
Earnings · 38/100 confidence · 2 direct storiesPrice moving ahead of tone · -6.5% 1W
Market update · 36/100 confidence · 3 direct storiesBad news being absorbed · +7.0% 1W
Earnings · 49/100 confidence · 3 direct storiesPrice moving ahead of tone · +9.9% 1W
Market update · 64/100 confidence · 5 direct storiesPrice moving ahead of tone · +4.8% 1W
Earnings · 78/100 confidence · 20 direct storiesPrice moving ahead of tone · +6.8% 1W
Earnings · 67/100 confidence · 4 direct storiesAttention leaders
Balanced read · -3.7% 1W
Earnings · 75/100 confidence · 33 direct storiesPrice moving ahead of tone · +4.0% 1W
Earnings · 75/100 confidence · 25 direct storiesPrice moving ahead of tone · -5.9% 1W
Earnings · 75/100 confidence · 24 direct storiesPrice moving ahead of tone · +16.2% 1W
Earnings · 75/100 confidence · 22 direct storiesPrice moving ahead of tone · -6.0% 1W
Earnings · 75/100 confidence · 21 direct storiesPrice moving ahead of tone · -4.6% 1W
Earnings · 75/100 confidence · 21 direct storiesBalanced read · -0.3% 1W
Earnings · 75/100 confidence · 21 direct storiesBalanced read · +1.0% 1W
Market update · 75/100 confidence · 20 direct storiesLatest Evidence Ledger
Recent company-level observations
Applied Aerospace & Defense (NYSE:AADX) Releases Quarterly Earnings Results, Misses Expectations By $0.26 EPS
MarketBeat · Earnings · Price moving ahead of tone
76/100 confidence · 100% direct evidenceKospi Correction Sends Department Store Stocks Plunging Over 40% as 'Wealth Effect' Hopes Fade
finance.biggo.com · Market update · Price moving ahead of tone
65/100 confidence · 100% direct evidenceDongwon Industries 2Q Operating Profit Reaches 151.5 Billion Won, Up 13.3% Year-on-Year
아시아경제 · Earnings · Price moving ahead of tone
58/100 confidence · 100% direct evidenceHanwha Life H1 Net Profit Nearly Doubles to 904.5 Billion Won
Seoul Economic Daily · Earnings · Balanced read
76/100 confidence · 100% direct evidenceCJ CheilJedang Corp (XKRX:097950) (Q2 2026) Earnings Call Highlights: Global Food and Bio ...
Market source · Earnings · Price moving ahead of tone
67/100 confidence · 100% direct evidenceMirae Asset Q2 Net Profit Hits 1.9 Trillion Won, First Broker to Top 2 Trillion in Half-Year
Seoul Economic Daily · Earnings · Balanced read
59/100 confidence · 100% direct evidenceMirae Asset Q2 Net Profit Hits 1.9 Trillion Won, First Broker to Top 2 Trillion in Half-Year
Seoul Economic Daily · Earnings · Balanced read
57/100 confidence · 100% direct evidenceMirae Asset Q2 Net Profit Hits 1.9 Trillion Won, First Broker to Top 2 Trillion in Half-Year
Seoul Economic Daily · Earnings · Balanced read
57/100 confidence · 100% direct evidenceNH Investment Securities WM Head: "Ultra-High-Net-Worth Investors Fleeing Korean Stocks for US Equities and Bonds"
finance.biggo.com · Market update · Balanced read
72/100 confidence · 100% direct evidenceNH Investment Securities WM Head: "Ultra-High-Net-Worth Investors Fleeing Korean Stocks for US Equities and Bonds"
finance.biggo.com · Market update · Balanced read
68/100 confidence · 100% direct evidenceWith EPS Growth And More, BGF Retail (KRX:282330) Makes An Interesting Case
simplywall.st · Earnings · Price moving ahead of tone
47/100 confidence · 100% direct evidenceHeungkuk Metaltech backs Shinsegae as Korea department store outlook holds firm - CHOSUNBIZ
Chosunbiz · Guidance · Balanced read
48/100 confidence · 100% direct evidenceKangwon Land Inc foundation backs youth jobs, tourism in mining region
GGRAsia · Market update · Balanced read
51/100 confidence · 100% direct evidencePrice to book forward of Sanil Electric Co., Ltd. – KRX:062040
TradingView · Market update · News confirmed by price
64/100 confidence · 100% direct evidenceCJ CheilJedang Delivers Strong Bio Results…Target Price Lowered [Click e-Stock]
아시아경제 · Earnings · Balanced read
47/100 confidence · 100% direct evidenceIsraeli Defense Contractor Beats Earnings Estimates; Stock Sinks Over Iran War Renewal
Investor's Business Daily · Earnings · Price moving ahead of tone
86/100 confidence · 100% direct evidenceLG Display Co, Ltd AMERICAN DEPOSITORY SHARES Stock 12‑Month Price Target Cut to $4.07, Implies 21% Upside
TradingView · Market update · Price moving ahead of tone
59/100 confidence · 100% direct evidenceBOE Technology Group Co., Ltd. (000725.SZ): Bullish on the growth potential of glass-based packaging substrates and actively expanding its presence in this area.
富途牛牛 · Market update · News confirmed by price
72/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.