Policy themes
Tariffs, chips, shipbuilding, nuclear. See which stocks moved after a White House announcement.
- Themes
- 11
- US stocks
- 165
- Korean stocks
- 40
- Candidate and member stances
- 41
- Tariffs & ReshoringHyundai SteelPOSCO HoldingsSeAH Steel Holdings5 trading days after−0.3%−0.5%p vs S&P 500Fact Sheet: President Donald J. Trump Advances a Fair and Reciprocal Relationship with China While Hosting Historic State VisitPublished 09/25US 15 · Korea 3 · Candidates and members 9
- Semiconductors & CHIPS ActSamsung ElectronicsSK hynixSKC5 trading days after−1.4%−1.0%p vs S&P 500Ambassador Greer Joins the FT News Briefing Podcast with the Financial Times’ Aime WilliamsPublished 09/09US 15 · Korea 3 · Candidates and members 5
- Batteries, EVs & the IRALG Energy SolutionSamsung SDISK Innovation5 trading days after+4.9%+2.1%p vs S&P 500Fact Sheet: President Donald J. Trump Announces Billions in New Deals and Investments to Power American MiningPublished 08/07US 15 · Korea 3 · Candidates and members 0
- Nuclear PowerDoosan EnerbilityHyundai E&CKEPCO E&C5 trading days after−4.0%−2.7%p vs S&P 500Presidential Determination on the Proposed Agreement for Cooperation Between the Government of the United States of America and the Government of the Kingdom of Saudi Arabia Concerning Peaceful Uses of Nuclear EnergySigned 07/16US 15 · Korea 4 · Candidates and members 5
- DefenseHanwha AerospaceKorea Aerospace IndustriesLIG Defense & Aerospace5 trading days after+0.0%−0.1%p vs S&P 500National POW/MIA Recognition Day, 2026Signed 09/16US 15 · Korea 4 · Candidates and members 3
- Shipbuilding & MASGAHanwha OceanHD Hyundai Heavy IndustriesHD Korea Shipbuilding & Offshore Engineering5 trading days after−2.0%−1.6%p vs S&P 500Fact Sheet: President Donald J. Trump Rebuilds the U.S. Navy and America’s Shipbuilding Industrial BasePublished 08/13US 15 · Korea 4 · Candidates and members 3
- Energy & LNGKorea Gas CorporationPOSCO InternationalSK Innovation5 trading days after+36.4%+36.2%p vs S&P 500Small sampleFact Sheet: President Donald J. Trump Advances a Fair and Reciprocal Relationship with China While Hosting Historic State VisitPublished 09/25US 15 · Korea 4 · Candidates and members 3
- Healthcare & Drug PricingSamsung BiologicsCelltrionSK Biopharmaceuticals5 trading days after+1.0%+1.0%p vs S&P 500Guidance and Procedures for Implementing Tariff Adjustments for Specialty Pharmaceuticals and Associated Pharmaceutical Ingredients and Technical Corrections to the Harmonized Tariff Schedule of the United States for Duties Imposed Under Proclamation 11020Published 09/23US 15 · Korea 3 · Candidates and members 3
- Immigration & BorderHyundai Motor CompanyLG Energy Solution5 trading days after+0.2%−0.3%p vs S&P 500Restriction on Entry of Certain Nonimmigrant WorkersSigned 09/18US 15 · Korea 2 · Candidates and members 6
- Crypto & Digital AssetsNAVERHanwha Investment & SecuritiesWoori Technology Investment5 trading days after+2.1%+2.9%p vs S&P 500Integrating Financial Technology Innovation Into Regulatory FrameworksSigned 05/19US 15 · Korea 4 · Candidates and members 2
- Korean Investment in the U.S.Hyundai Motor CompanySamsung ElectronicsSK hynix5 trading days after−1.2%−1.2%p vs S&P 500National POW/MIA Recognition Day, 2026Signed 09/16US 15 · Korea 6 · Candidates and members 2
