DAILY
Korean Market Daily Reports
Daily reviews of market direction, investor flows, and the signals to watch next.
Latest Daily Reports
Twenty Steps Down Two Steps Back UpLower U.S. yields and easing concerns about AI financing brought the first gain after seven straight losses. Most of the gains added during the session disappeared in the afternoon, however. The KOSPI clawed back only about 8% of its seven-session decline.
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Two Giants Buckled The Forest FollowedOvernight inflation and AI financing fears hit semiconductor stocks. With two chipmakers accounting for half its market value, KOSPI fell harder than Japan's and Taiwan's markets.
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All reportsDaily2026-10-14 · 7 min read
The Forest Rises, the Giants Still Lag
The rebound from yesterday's selloff reached 2.6% in the morning, but narrowed to around 1% by early afternoon. After ASML's record earnings release at 2 p.m., selling in chip stocks erased what was left of the gain.
Daily2026-10-13 · 5 min read
The Tallest Trees Swayed the Most
Earnings forecasts kept rising as share prices fell further. China's product plan raised competitive fears, while foreign selling added pressure on Korea's largest chipmakers.
Daily2026-10-12 · 5 min read
Three Days of Pressure Released All at Once
Chip exports were surging. Investors were asking when the money spent on AI would turn into earnings.
Daily2026-10-08 · 5 min read
Good News Became a Reason to Sell
KRW 107tn was not too small; flows and the discount rate simply mattered more today.
Daily2026-10-07 · 6 min read
Support fades, selling broadens
Buyback support faded while foreign selling grew.
Daily2026-10-06 · 5 min read
Selling centered on Samsung Electronics · SK hynix
U.S. AI strength carried only through the open; after that, selling in the memory heavyweights set the tone for the KOSPI.
Daily2026-10-02 · 3 min read
Just Above the Line
Chips led yesterday. Today, refiners on China supply headlines and defense names on Middle East tensions moved to the front.
Daily2026-10-01 · 4 min read
Chips Beat the Yield Drag
Yesterday, an early rally faded. Today, an early selloff was fully reversed by the close.
Daily2026-09-30 · 3 min read
Full Circle, Back Where It Started
The open followed U.S. chips. The close followed foreign selling.
Daily2026-09-29 · 3 min read
Roles Reversed
Yesterday, stocks held up while the index broke down. Today, the index held up while most stocks broke down.
Daily2026-09-28 · 3 min read
Broad Gains, Heavyweight Losses
Most stocks rose. KOSPI still fell with its two chip heavyweights.
Daily2026-09-23 · 3 min read
One Last Session Before the Break
The index and the stocks split directions again.
Daily2026-09-22 · 3 min read
The Night Lifted It, the Day Gave It Back
Opening high and finishing strong are two different things.
Daily2026-09-21 · 3 min read
A Narrow 7,000
7,000 was not a broadly shared number.
Daily2026-09-18 · 3 min read
The Rally Was Over Before the Open
When one pillar surges, it can make the whole market look higher.
Daily2026-09-17 · 3 min read
Same Level, Different Market
The hike mattered less than the path that followed.
Daily2026-09-16 · 3 min read
Waiting for the Fed, A Narrow Rebound
An index rising and the market rising are not the same thing.
Daily2026-09-15 · 3 min read
The Wind Moved Elsewhere
Bad news priced first is not priced twice.
Daily2026-09-14 · 3 min read
A Monday Farther Than Friday
What was marked down in memory today was not earnings · it was the expectation attached to the timing of the next orders
Daily2026-09-11 · 3 min read
Halfway Back
The overnight shock was paid for at the opening print, and prices recovered · Yet only four in ten stocks advanced
Daily2026-09-10 · 3 min read
An Afternoon That Survived Quadruple Witching
The index returned near the previous close, but advancers again fell below half the market · what held the 7,000 line was not broad buying, but concentrated buying that absorbed supply
Daily2026-09-09 · 3 min read
7,000 Again, After 48 Days
The index was lifted not by Samsung Electronics alone but by a broader growth-stock complex spanning semiconductors, batteries and power equipment · among retail, foreign and institutional investors, institutions were the only net buyers
Daily2026-09-08 · 3 min read
The 7,000 Line Was Tougher Than It Looked
External catalysts reversed the direction, but the market had been vulnerable to a breakdown since the morning
Daily2026-09-07 · 3 min read
Cruel September— Spring at Last?
A Memory-Stock Price Signal That Reached Korea with a Lag
Daily2026-09-04 · 3 min read
One Sentence Split the Market
It Wasn't Just the Close That Came Back
Daily2026-09-03 · 5 min read
An Afternoon Wiped Away
The market's leaders in the morning were different from those at the close
Daily2026-09-02 · 4 min read
Heavier Than the Support
The hand supporting the index was still there.
Daily2026-09-01 · 3 min read
An Index Held Up, Every KOSDAQ Top 10 Constituent Fell
The index was defended, but risk appetite did not return.
Daily2026-08-31 · 3 min read
One Buyer Did the Lifting
A recovered index is not the same as a recovered market.
Daily2026-08-28 · 3 min read
Clear Skies Beyond the Index
The index and market breadth reversed yesterday's roles today
Daily2026-08-27 · 3 min read
The 7,000 Threshold
The index's leadership and individual investors' preferred trades · a day pulling in opposite directions
Daily2026-08-26 · 12 min read
The Night Opens First
Daily2026-08-25 · 9 min read
Rewinding the Drop
Daily2026-08-24 · 7 min read
Index -3.12%, advancers 64.2%
Daily2026-08-21 · 6 min read
Two Wires
193 stocks up. 683 stocks down.
Daily2026-08-20 · 6 min read
Starting at Yesterday's Ceiling
Prior-session high 6,614.39. Today's open 6,680.34.
Daily2026-08-19 · 5 min read
The Shadow of High Rates
As the 30-year yield hit a high, the biggest prior winners were sold first
Daily2026-08-18 · 5 min read
The Light That Fell One Step Short
The memory catalyst stayed with SK Hynix, while institutional and non-arbitrage selling cut breadth to 22%.
Daily2026-08-14 · 4 min read
The Channels Open Outward
The Main Current Holds
Daily2026-08-13 · 3 min read
Two Boats Afloat
The Index Rose Like the Tide 533 Left in the Mudflats
Daily2026-08-12 · 3 min read
Waiting for (高度) Altitude
Two Semiconductor Giants, Waiting to Revisit Their Highs
Daily2026-08-11 · 3 min read
One Ship Pulled the Sea Along
One ship on the ripples. The waters ahead are still dark.
Daily2026-08-10 · 3 min read
Two Engines Paused, The Market Broadened
With Samsung Electronics and SK Hynix taking a breather, KOSDAQ and small- and mid-cap stocks broadened the market first.
Daily2026-08-07 · 6 min read
The side under pressure was narrow, while the side providing support was broad.
The two market leaders diverged, and the index held its ground in between.
Daily2026-08-06 · 6 min read
The Bill Presented to Semiconductors
Daily2026-08-05 · 6 min read
Thawing frozen sentiment, bit by bit.
As oil prices and interest rates cool. Returning hands.
Daily2026-08-04 · 6 min read
Red Midday Two Black Buds
Large-cap semiconductors stalled, while the rest of the market drove the index recovery.
Daily2026-08-03 · 4 min read
A Split Market
Two heavyweight stocks dragged the index, while the rest of the market went its own way.