[At a Glance]

① [Market] Easing Concentration on 'Samjeon-Nix'... Spotlight on Profit Growth and Undervalued Small and Mid-Cap Stocks

② [Commodities] From Securing Overseas Raw Materials to Refining... Korea Races to Secure Key Mineral Supply Chains

③ [Defense] President Lee Jae-myung Pursues Defense Cooperation with Mexico... Looking to Expand Local Presence of 'K-Defense'

MARKET INDEX : Year to date

Will the Focus on Large-Cap Stocks Ease?... Spotlight on 'Earnings Growth' for Small and Mid-Cap Stocks [1-Minute Brief] View original image

TOP 3 NEWS

■ "Easing of Concentration on 'Samjeon-Nix'... The Time for Small and Mid-Cap Stocks Is Coming"
○ Expectation of easing market concentration on 'Samjeon-Nix'

○ Analysis shows a slowdown in the rate of memory price increases

○ Increasing attractiveness of small and mid-cap stocks is drawing attention
■ Korea's Survival Strategy Without Mines... Overcoming Through Raw Material Networks and Refining Technology
○ POSCO is focusing on lithium investment

○ LS MnM is processing Indonesian raw materials at Onsan

○ Korea Zinc is expanding U.S. mining and complex refining operations 
■ President Lee Presents Vision for 'Peaceful Coexistence on the Korean Peninsula' at UN... State Visit to Mexico After 16 Years
○ Efforts to facilitate entry of Korean defense industry into Mexico discussed at Korea-Mexico Summit

○ Expanded defense cooperation expected in line with Mexico’s military modernization

○ Forecasts for stronger future cooperation in AI, aerospace, and defense industries

Laws That Make Money

Will the Focus on Large-Cap Stocks Ease?... Spotlight on 'Earnings Growth' for Small and Mid-Cap Stocks [1-Minute Brief] View original image
■ Will the Ministry of Justice's 'Legaltech Guidelines' Hamper Domestic Companies?
○ Regulations apply that do not exist in general-purpose overseas AI such as ChatGPT and Claude

○ Searching for legal information is allowed, but individual case judgments are restricted

○ Japan is re-examining regulations in consideration of its corporate competitiveness 
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2026092114050083774
■ 2% U.S. Tariff Hits SeAH Steel Corp.
○ U.S. Department of Commerce introduces new statistical methods in price gap analysis

○ SeAH Steel Corp. appealed, but lost after 10 years of legal battle

○ The court ruled that using the 2% minimum dumping margin criterion was reasonable
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2026092114072850097
■ "Compensation Payments for Pneumoconiosis Workers Are Separate from Workers' Compensation Medical Benefits"
○ Worsening of pneumoconiosis after mine closure resulted in disability grade shifting from 13 to 7

○ The claim was dismissed in the first and second trials due to lack of evidence of medical benefits application

○ The Supreme Court held that exclusion is not possible depending on the stage of pneumoconiosis progression
☞Read the article:  https://www.asiae.co.kr/article/lawtimes/2026092114093803088

※ The 'Laws That Make Money' section, a content partnership between The Asia Business Daily and Law Times, is published every Tuesday and Thursday.



Will the Focus on Large-Cap Stocks Ease?... Spotlight on 'Earnings Growth' for Small and Mid-Cap Stocks [1-Minute Brief] View original image

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