WEEKLY
Korean Market Weekly Outlooks
Weekly reviews of market moves and the variables likely to shape the week ahead.
Latest Weekly Reports
Five Sessions, -14% Is the Bottom In?AI financing concerns spread through CoreWeave debt, China's CXMT heightened memory competition fears, and foreign investors sold Korean semiconductor heavyweights. Despite falling U.S. Treasury yields, the KOSPI declined for seven straight sessions before a one-day Friday rebound.
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Three Days, Down 5.4% What Drove It?High U.S. long-term yields, foreign selling of Korean index heavyweights, fading buyback support, options expiry and ETF rebalancing drove three consecutive KOSPI declines. The KOSDAQ and battery shares held up better despite record Samsung earnings.
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All reportsWeekly2026-10-01 · 11 min read
Same five days, different directions
With U.S. long-term yields above 5% and persistent foreign selling, KOSPI fell for three sessions before rebounding for two on Micron earnings, semiconductor exports and news of China’s refined-product export halt. KOSDAQ, supported by biotech and semiconductor equipment, rose even on the days KOSPI fell.
Weekly2026-09-27 · 11 min read
The Index Rose. Breadth Didn't.
Week 4 of September 2026 (Sep 21–23) Korea equity weekly. KOSPI +2.71%, KOSDAQ +2.10%. The indices rose in all three sessions, but KOSPI advancers stayed below 50% each day; Samsung Electronics and SK hynix diverged within the same memory complex. During the Chuseok closure, the U.S. 10-year reached 5.17% and the U.S.–China tariff truce was extended by two months. Includes conditions to watch at the Sep 28 reopening.
Weekly2026-09-20 · 16 min read
The Index Is Back, the Tilt Remains
Korea stock market weekly report for Sep. 14–18, 2026. KOSPI -0.23% · KOSDAQ +0.79%. The index recovered in two days what it lost in two, but the share of KOSPI advancers stayed below half on all five sessions while KOSDAQ moved above half late in the week. What to watch in foreign flows, market breadth and the first U.S.-investment announcement over the three sessions before the Chuseok holiday.
Weekly2026-09-11 · 18 min read
The Day That Made the Week
Korea stock market weekly report for Week 2 of September 2026 (Sep. 7–Sep. 11). KOSPI +3.33% · KOSDAQ +0.88%. The first trading day created the weekly gain, and the next four sessions gave part of it back. Includes next-week checkpoints for the Fed decision, power/construction and semiconductors.
Weekly2026-09-05 · 16 min read
Winds Stronger Than the Support
Korea stock market weekly report for Week 1 of September 2026 (Aug. 31–Sep. 4). KOSPI -1.50% · KOSDAQ -2.97%. Oil and U.S. yields set the direction, while offsetting buying in two mega-caps filled the flow gap. Includes next-week checkpoints for semiconductors, power and biotech.
Weekly2026-08-29 · 11 min read
While One Pillar Took a Breather
Weekly2026-08-18 · 17 min read
Same inputs, different answers
Weekly2026-08-10 · 16 min read
Semiconductors What Comes Next
Weekly2026-08-03 · 16 min read
What came down was the price, what remains are the conditions.