The Tallest Trees Swayed the Most: a painted autumn forest where the highest poplars and oaks bend in strong wind while shorter undergrowth remains relatively still. China DRAM concerns and foreign selling in Korean chips. KOSPI 6,035.35 (-5.46%), KOSDAQ 837.03 (-1.43%).
2026.10.13
Snowshagal Daily

The Tallest Trees
Swayed the Most

KOSPI6,035.35 -5.46%
KOSDAQ837.03 -1.43%
TODAY IN ONE LINE China's DRAM plans trigger foreign selling in chip heavyweights
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SNOWSHAGAL · DAILY
MARKET RESEARCH
2026.10.13 · TUE
KRX CLOSE 15:30
DAILY MARKET NOTE / 13 OCT 2026
The Market Reacted
Before Mass Production

KOSPI -5.46% to close at 6,035.35 · Five-session return from 7,003.74 on Oct. 2: -13.83% · Intraday low 5,911.11 · KOSDAQ -1.43%China's CXMT plans to launch server DRAM this year, adding to concerns about how AI investment will be financed · U.S. memory shares weakened first, followed by Samsung Electronics -7.39% · SK hynix -10.09%Foreign investors sold more than KRW 4.5tn net, extending their selling streak to 11 sessions · Brokers also point to waning buyback support · Sell-side sidecar triggered at 9:47 a.m.The heaviest losses were in chip heavyweights · The share of KOSPI advancers improved from 18.2% to 26.9%, but 630 stocks still fell

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.
MARKET PATH / 01

Down More Than 7% in the Morning; Back Above 6,000 by the Close

Where the selloff gathered pace, and where it stopped

The slide from the open to the intraday low exceeded the opening gap; the afternoon rebound recovered only about a quarter of the intraday decline

KOSPI · 09:00~15:30Opened at 6,186.08 → low of 5,911.11 around 11:45 a.m. → closed at 6,035.35
6,000 6,384.24 09:00 12:00 15:30
OPEN6,186.08-3.10%
LOW5,911.11-7.41%
HIGH6,198.46-2.91%
CLOSE6,035.35-5.46%
THE READ

The recovery differed sharply between markets · KOSPI regained roughly a quarter of its intraday loss, while KOSDAQ recovered about three-quarters and closed near its highAs KOSPI rebounded, SK hynix reached its own afternoon intraday low (-11.21%) · The index and a major memory stock followed different paths

OPEN · MORNING

-3.10%Opening Selloff; Below 6,000 After the Sidecar

Opened at 6,186.08 · At 9:47 a.m., a was triggered for the first time since Aug. 19 · The decline continued afterwardBelow 6,000 around 10:30 a.m., the first intraday break since July 31 · Low of 5,911.11 around 11:45 a.m.

AFTERNOON

Two Rebounds, Reaching the 6,060 Area

Recovered toward 5,970–5,990 around 12:20 p.m., then slipped back toward 5,950 after 1:30 p.m.A second rebound after 2 p.m. reached about 6,060 around 2:20 p.m.

CLOSE

The Steepest Decline Since Aug. 19

Fell again after 2:30 p.m., then traded around 6,030 after 3:10 p.m. · Closed at 6,035.35 · The Aug. 19 decline was -5.80%KOSPI turnover reached KRW 26.7946tn · 1.36 times its five-session average

The line traces KOSPI's five-minute chart, with time plotted to scale. Only the open, high, low and close are exact figures; intermediate moves are approximate ranges. The dashed line marks the previous close of 6,384.24, above even today's high. The sell-side sidecar was triggered after KOSPI 200 futures fell 5.08% from the reference price of 1,006.22 to 955.02. Media reports described this as the 26th sell-side sidecar in the main KRX market this year.
WHY / 02

China's DRAM Plans, AI Funding Questions and Fading Domestic Support

What drove today's decline

IN BRIEFU.S. memory stocks sold off first on a Chinese rival's server-DRAM plans, with financing concerns around AI investment adding to the pressure. In Korea, thinner buy-side support allowed losses to deepen after the open.

01

The Main Catalyst · CXMT Plans to Launch Server DRAM This Year

What was announced · ChangXin Memory Technologies (CXMT) president Cao Kanyu introduced a DRAM architecture at an integrated-circuits and chiplet conference in Shanghai on Oct. 10. He said the company plans to bring a server DRAM product (DDR5 RDIMM) using the design to market by year-end · International media reported the announcement on Oct. 12Why the market cared · This was a plan for server DDR5, not proof of competitiveness in high-bandwidth memory (HBM). Still, greater competition in conventional server DRAM could affect prices and margins (interpretation). Samsung Electronics, SK hynix and Micron have dominated server DRAM, while CXMT has focused mainly on PCs, smartphones and consumer electronicsProduct launch is not volume production · CXMT has outlined a year-end launch of server DDR5 using 4F². Samsung Electronics and SK hynix are also developing related technology but have announced no firm commercialization timetable. CXMT's actual yields, supply capacity and server-customer qualification remain unverified; the design may initially appear in only some products. Kiwoom Securities' Han Ji-young argues it is premature to price in Chinese oversupply that has not yet materializedMarket reaction · Oct. 12 U.S. session: Micron -3.88% · SK hynix -4.02% · -2.67%

9.5%CXMT's share of DRAM revenue · Fourth-largest in Q2 (TrendForce)
SHOW EVIDENCE
Q2 DRAM revenue share · Samsung Electronics 39.4% · SK hynix 24.9% · Micron 23.3% · CXMT 9.5% (up from 7.6% in Q1)
A 4F² cell occupies about 33% less area than today's mainstream 6F² design. CXMT says its proprietary vertical-gate transistor reduces leakage. On Sept. 20, it also announced volume production of its fifth-generation (G5) DRAM platform and a 24Gb LPDDR5X product
Reports have suggested around 2028 for Samsung Electronics' 4F² volume production, but the company has not confirmed that timetable
TrendForce cautions that a commercial launch does not mean a product is ready for high-volume manufacturing. Server DRAM requires reliability under continuous operation and compatibility testing with third-party CPUs and motherboards
Competing views · Counterpoint's Neil Shah says the market could look very different in a year if CXMT expands capacity. At Micron's Sept. 30 earnings call, its CEO projected demand would continue to exceed supply in 2027 and 2028
Oct. 12 U.S. session · Nasdaq -0.44%(27,245.90) · S&P500 -0.06% · Dow +0.38% · Sandisk about -6% · Seagate -3.8% · Western Digital -2.6%
02

A Second Pressure Point · Who Will Finance the AI Buildout?

At a DBS event panel in Singapore on Oct. 12, Broadcom CEO Hock Tan compared some investors' extreme expectations to casino gambling, saying many did not know what they were investing in. He was criticizing investor behavior, not dismissing AI as an industry. He also argued that capital, rather than shortages of chips or memory, may become the next constraint on AI expansionIntel CEO Lip-Bu Tan stressed that investors need to see returns to maintain their interest. He identified memory as one of the areas where growth could slow first, a warning with a particularly direct bearing on Korea's memory heavyweights (interpretation)Neither CEO dismissed strong computing demand, however. Lip-Bu Tan expects hardware supply constraints to last another two to three years; Hock Tan expects demand to exceed supply through 2029–2030 · Market reaction: Broadcom -1.88% · Intel -3.20% · Nvidia -1.29%

-1.88%Broadcom · Oct. 12 U.S. session
SHOW EVIDENCE
Reuters reported Hock Tan's argument that capital was becoming a bigger constraint even as wafer and memory shortages were being addressed. He also said Anthropic and OpenAI had shown that their latest models could generate substantial revenue
iM Securities analyst Yang Hyun-kyung pointed to the combined pressure from AI infrastructure financing and profitability concerns, CXMT's technological progress, and foreign selling
CNBC reported that both CEOs saw access to funding as a potentially harder barrier than constraints in semiconductors, memory or power
Oct. 12 U.S. session · AMD -2.28% · Microsoft +1.1% · Meta +3.38% · A session in which Microsoft and Meta rose while chip shares fell
Oil · Prices edged lower after President Trump announced a Russia–Ukraine energy ceasefire, unconfirmed by either country · WTI at $92.28 as of 4:10 p.m. Korea time (-1.56%) · Not treated here as a driver of the Korean stock-market decline
03

What Amplified the Selloff in Korea · More Selling, Less Support

Price action · SK hynix U.S. ADR -4.02% · SK hynix shares in Seoul opened -4.17% but fell further to close -10.09% · Samsung Electronics opened -3.59% and closed -7.39% · The intraday widening confirms additional selling pressure in Korea, but not any single cause. ADRs differ in trading hours, liquidity and exchange-rate exposure, so their moves are not treated as a price benchmark for domestic sharesA thinner bid · Samsung Electronics completed its employee-compensation buyback on Oct. 6. SK hynix's buyback and cancellation program is also nearing its end (Shinhan Securities expected this week; Daishin Securities estimated Oct. 16). Analysts, including Daishin's Lee Kyung-min, say the recurring buying that had helped support shares is fading. Yet KRX's 'other corporations' category still showed net purchases in electrical and electronics today. The claim is about weaker buying intensity, not the complete disappearance of net buyingLimited buying capacity · LS Securities' Jung Da-woon sees foreign selling increasing volatility while domestic institutions and retail investors have limited room to buy. Mirae Asset Securities' Kim Seok-hwan says there is insufficient fresh buying to absorb foreign sales despite strong earnings. KB Securities' Kim Min-kyu cites weaker chip sentiment, a buying vacuum and an unsettled external backdropAnother brokerage perspective · Samsung Electronics reported preliminary Q3 operating profit of KRW 107.4tn on Oct. 8, its first quarterly figure above KRW 100tn. Samsung Securities' Cho Ah-in sees flows and deteriorating sentiment, rather than damaged earnings, as the main drivers of the correction. KB Securities' Lee Eun-taek interprets falling share prices alongside rising memory-earnings estimates as distrust of profits further into the future

-10.09%SK hynix domestic close · ADR -4.02%
SHOW EVIDENCE
SK hynix · Opened at KRW 1,538,000 · Intraday low KRW 1,425,000 (-11.21%) · Closed at KRW 1,443,000
Samsung Electronics · Opened at KRW 241,500 · Intraday low KRW 228,000 (-8.98%) · Closed at KRW 232,000
MONEY / 03

Foreign Net Selling Tops KRW 4.5tn, Concentrated in Two Chipmakers

Who moved the index today

Foreign net selling in SK hynix and Samsung Electronics combined exceeded KRW 3.7tn. Net selling means purchases subtracted from sales; this figure is not a share of gross trading value. Retail and institutional investors absorbed some of the selling, but foreign net sales kept rising through the afternoon.

Foreign investors · KOSPI cash equities · KRX 3:38 p.m. tally (KRW)
-4.513tn

are included in the foreign-investor total · Eleven straight sessions of net selling since Sept. 23 · 2.2 times Oct. 12's -KRW 2.019tn figureTwo stocks · SK hynix -KRW 2.3613tn · Samsung Electronics -KRW 1.3595tn (Yonhap tally) · Top foreign net buys included HD Hyundai Heavy Industries and Samwha CapacitorWho bought · Retail investors +KRW 2.227tn · Institutions +KRW 1.690tn · Institutions swung from -KRW 111bn net selling on Oct. 12 to net buying, purchasing the two chipmakers by +KRW 618.7bn · +KRW 247.8bn net, respectively · were net buyers within the electrical and electronics sector, at +KRW 574.5bn (Yonhap sector tally; not comparable with the Oct. 12 market-wide figure)USD/KRW was 1,345.1 at 3:30 p.m., up KRW 10.0 from 1,335.1 at the same time on Oct. 12. The won weakened today, unlike yesterday when it strengthened despite roughly KRW 2tn in foreign stock sales. The portion of the exchange-rate move attributable to equity selling cannot be isolatedIntraday · A reported 11:08 a.m. tally showed foreign net selling of -KRW 2.1662tn → the closing tally reached -KRW 4.513tn · Net selling increased into the close even as the index rebounded from its low. These are cumulative snapshots, not a transaction-by-transaction measure of selling intensityFutures moved the other way · Foreign investors bought futures net for a second straight day · program selling was about 1.9 times Oct. 12's level. These are different datasets and must not be added together

Net buyers in KOSPIRetail · Institutions
Net sellers in KOSPIForeign investors
DETAILED FLOWS
Three investor groups · Foreign -KRW 4.513tn · Retail +KRW 2.227tn · Institutions +KRW 1.690tn · KRX main-board tally at 3:38 p.m. (reported in KRW 1bn units). Foreign includes 'other foreign investors'; the figures precede the after-hours tally. Yonhap's closing report gave Foreign -KRW 4.5259tn, Retail +KRW 2.2271tn and Institutions +KRW 1.6903tn. On that basis, foreign net selling was the largest since July 28 (-KRW 4.5261tn), according to reports. Some outlets reported Foreign -KRW 5.1532tn, Retail +KRW 2.9096tn and Institutions +KRW 1.7679tn. All three figures exceed the KRX snapshot, and the reports do not specify their coverage. We do not combine the datasets
Cumulative flows · Foreign net selling over 11 sessions (Sept. 23–Oct. 13): -KRW 22.252tn · Seven October sessions: -KRW 13.561tn · Both calculated from KRX 3:38 p.m. tallies
By stock and sector · Yonhap closing figures show foreign net selling of KRW 3.7208tn in SK hynix and Samsung Electronics combined, about 82% of foreign net selling of KRW 4.5259tn on the same basis. This compares net figures; net buying elsewhere reduces the market total, so the ratio is not the pair's share of gross sell-side trading. Within electrical and electronics, retail bought KRW 2.5817tn net and institutions KRW 1.0863tn net. Separately collected data including post-close trades were excluded
Intraday snapshot (reported) · At 11:08 a.m., Foreign -KRW 2.1662tn · Retail +KRW 1.1872tn · Institutions +KRW 767.8bn; KOSPI stood at 5,990.08. Retail and institutional net buying each increased by roughly KRW 1tn by the close, but this does not establish that their buying directly caused the index rebound
Total program trading-KRW 2.0426tn
Arbitrage program trading+KRW 144.1bn
Institutional KOSPI 200 futures-KRW 533bn
Retail KOSPI 200 futures+KRW 124bn
Non-arbitrage program trading was -KRW 2.1867tn at the regular-session close (3:37 p.m.). Foreign net futures buying could reflect hedging of cash-equity sales or arbitrage, not necessarily a bullish index bet. Futures are from the KRX 3:49 p.m. tally (KRW 1bn units). The KOSPI 200 cash index was 942.07 and the December futures contract 944.80, a 2.73-point premium
Five-session total (Oct. 6–13) · KOSPI cash: Foreign -KRW 12.869tn · Institutions -KRW 762bn · Retail +KRW 9.898tn · Foreign KOSPI 200 futures -KRW 651bn (KRX, KRW 1bn units)
KOSDAQ · Foreign +KRW 138bn · Institutions +KRW 43bn · Retail -KRW 191bn (KRX 3:38 p.m. tally)
Short selling · Trading value in KOSPI-listed shares totaled KRW 1.5793tn (Oct. 12: KRW 1.600tn), combining the KRX regular session (closes 3:30 p.m.) and NEXTRADE main market (closes 3:20 p.m.), excluding ETFs. SK hynix ranked first at KRW 285bn (Oct. 12: KRW 383.7bn); Samsung Electronics second at KRW 275bn (Oct. 12: KRW 191.6bn)
SECTOR / 04

Where the Market Was Strong · Where It Was Weak

A look at the distribution of gains and losses, not just a league table

IN BRIEFThe index fell further than on Oct. 12, yet more stocks rose. Nearly seven in ten still declined. Large semiconductor stocks suffered the most, while secondary batteries gained.

STRONG

Jusung EngineeringKOSDAQ stock+3.56%
LG Energy SolutionIndividual stock+3.02%
Entertainment & CultureKOSPI sector+2.11%
Secondary Battery TOP 10KRX thematic index+1.03%

WEAK

SK SquareIndividual stock-12.91%
SK hynixIndividual stock-10.09%
K-AI Semiconductor TOP2+KRX thematic index-7.96%
Electrical & ElectronicsKOSPI sector-7.61%
FinancialsKOSPI sector-3.66%

Larger-cap stocks took the hardest hit. Even within semiconductors, the two memory heavyweights suffered particularly steep declines.KOSPI 200 -6.25% · KOSPI -5.46% · KOSDAQ -1.43%KOSPI Electrical & Electronics -7.61%, yet 19 of its 80 traded constituents gained · Nine of 20 stocks in the AI Semiconductor theme also rose, even as the theme index fell -2.79% · KOSDAQ chip-equipment names Jusung Engineering and LEENO rebounded after sharp losses on Oct. 12Secondary batteries · LG Energy Solution reversed an intraday loss to finish higher. On Oct. 12, Eugene Investment & Securities raised its target from KRW 470,000 to KRW 530,000, citing Q3 growth in energy-storage systems (ESS). Seven of the ten constituents in Secondary Battery TOP 10 advancedLosses eased in some groups outside semiconductors that had fallen sharply on Oct. 12 · AI Power Infrastructure -7.49% → -1.41% · Shipbuilding TOP10 -4.84% → -0.18%Entertainment & Culture sector index +2.11%, but only five of its 13 stocks advanced. Large-cap constituents carry greater weight, so a sector index can rise even when most of its stocks fall

Sector figures are KOSPI/KOSDAQ industry indices; themes are KRX thematic indices; company returns are individual closing-price changes. Because the calculations differ, these figures should not be combined into a single ranking

SECTOR DATA
Semiconductors · Semiconductor Top 15 -5.55% (3 of 15 stocks up) · KRX Blue Chip 25 -6.58% · Samsung Electro-Mechanics -8.34% · Hanmi Semiconductor -7.85% · KOSPI Manufacturing -6.28%
Secondary batteries · K-AI Secondary Battery +0.86% · Electric Vehicle Top 15 +0.19% · Samsung SDI -0.18% · LG Energy Solution KRW 410,000 · Target prices: NH Investment & Securities KRW 550,000; Daol Investment & Securities KRW 620,000 (reported) · Preliminary Q3 operating profit KRW 756bn · Excluding U.S. production tax credits KRW 339.1bn
KOSDAQ names · Jusung Engineering +3.56% · LEENO +1.92% · Ecopro +1.31% · Alteogen -3.02% · Ecopro BM -2.08% · Oct. 12: Jusung Engineering -5.42%, LEENO -11.15%, Ecopro BM -10.25%
Versus the previous session · Semiconductor Top 15 -5.11% → -5.55% · K-AI Semiconductor TOP2+ -5.28% → -7.96% · Secondary Battery TOP 10 -3.20% → +1.03% · AI Power Infrastructure -7.49% → -1.41% · Shipbuilding TOP10 -4.84% → -0.18% · K-AI Defense TOP5+ -3.72% → -2.17%
KOSPI sectors · Entertainment & Culture +2.11% (5 of 13 constituents up) · Medical & Precision Instruments +1.74% (4 of 8) · Electricity & Gas +1.52% (2 of 10) · Non-Metals +0.78% · Telecommunications +0.32% · General Services -0.05% · Food, Beverages & Tobacco -0.12% · Pharmaceuticals -0.14% · Transportation & Warehousing -0.31% · Transportation Equipment & Parts -1.02% · Chemicals -2.09% · Securities -2.14% · Distribution -2.41% · Insurance -2.48% · Machinery & Equipment -3.13% · Financials -3.66% · Manufacturing -6.28% · Electrical & Electronics -7.61%
KOSDAQ sectors · Publishing & Reproduction +2.78% (2 constituents) · Entertainment & Culture +0.46% · Financials +0.41% · Machinery & Equipment +0.28% · Electrical & Electronics -2.24% · Pharmaceuticals -2.51% · General Services -3.09% · Non-Metals -3.86%
Top ten by market capitalization · Samsung Electronics -7.39% (KRW 232,000) · SK hynix -10.09% (KRW 1,443,000) · Samsung Electronics preferred -6.69% · SK Square -12.91% · Samsung Electro-Mechanics -8.34% · LG Energy Solution +3.02% · Hyundai Motor -1.56% · KB Financial -0.25% · Samsung Biologics +0.42% · Samsung Life Insurance -4.30%
Advancers and decliners · KOSPI: limit-up 0 · higher 247 · unchanged 41 · lower 630 · limit-down 0 · KOSDAQ: limit-up 8 · higher 422 · unchanged 62 · lower 1,250 · limit-down 0
Share of advancers · KOSPI 26.9% (247/918) · KOSDAQ 24.7% (430/1,742). Numerator includes higher and limit-up; denominator includes limit-up, higher, unchanged, lower and limit-down
KOSDAQ turnover KRW 6.8424tn · 0.88 times the five-session average
Constituent counts refer to stocks traded on the day · KOSPI 200 cash index 942.07, collected at 4:08 p.m. KRX time (previous session 1,004.92)
Sector returns are market-cap-weighted index moves, not sector-level net inflow amounts. A single day's move does not establish a rotation of capital
CHANGE / 05

Yesterday's Questions, Today's Answers

Checking the conditions set in the previous Daily
YESTERDAY → TODAY

None of the three checks showed a halt in selling · The Philadelphia Semiconductor Index fell -2.67% on Oct. 12 U.S. time, its third consecutive decline · Foreign investors extended their KOSPI cash selling streak to 11 sessionsMarket breadth moved against the index · While the KOSPI return worsened from -3.65% → -5.46%, the share of advancers improved from 18.2% to 26.9%, still 0.8 percentage points short of the first threshold of 27.7% · The second threshold was not met either: 247 stocks rose against 630 decliners

01
Philadelphia Semiconductor Index · Has the decline stopped?
-0.41%
→
-2.67%
02
Foreign KOSPI cash equities · Has the 11-session selling streak ended?
-KRW 2.019tn
→
-KRW 4.513tn
03
Share of KOSPI advancers · Back to 27.7%?
18.2%
→
26.9%

01: Oct. 9 → Oct. 12 U.S. closes. From 13,066.15 on Oct. 7 to 12,236.79 on Oct. 12, the three-session return was -6.35% · 02: KRX 3:38 p.m. tally · 03: Higher and limit-up stocks divided by all stocks counted in market breadth

NEXT / 06

What to Watch Next Session

Three checks for tonight and the Oct. 14 session
Does Selling Continue in U.S. Memory Stocks?

Oct. 12: Micron -3.88%; SK hynix ADR -4.02%. Mark the selling as 'continued' if Micron finishes lower in the Oct. 13 U.S. session

Does Foreign Net Selling Fall Below Half Today's Level?

Today's -KRW 4.513tn marked the 11th straight session of foreign selling. First test: net selling below KRW 2.2565tn on Oct. 14. Second test: a return to net buying. Use the KRX 3:38 p.m. tally

Can SK hynix Hold Its Intraday Low and Recover Its Close?

First test: the Oct. 14 intraday low stays above today's KRW 1,425,000 low. Second test: the close finishes above today's KRW 1,443,000 close. A stock can break its low intraday and still recover at the close, so score the checks separately

REST OF THE WEEK
Oct. 14 · U.S. September CPI at 9:30 p.m. Korea time, after the KRX close · Bank of America and Morgan Stanley earnings
Oct. 15 · TSMC Q3 earnings call at 3 p.m. Korea time · U.S. September PPI at 9:30 p.m. Korea time
Oct. 16 · Daishin Securities' estimated end date for SK hynix share repurchases
Oct. 22 · Bank of Korea Monetary Policy Board · Oct. 27–28: Federal Reserve meeting

A product not yet in volume production made investors question future profits. Foreign selling amplified the decline. The next clues come from ASML's orders on Oct. 14 and that night's inflation release.

For the full set of index, currency, yield and commodity figures, see MARKET. This Daily keeps only the numbers needed to explain today's session.
MARKET ↗
SOURCES · DATA CUTOFFS
As of Oct. 13, 2026 · Index, sector and individual closing prices refer to the KRX regular session, 9 a.m.–3:30 p.m. Korea time
Overseas news and indicators · Only information public before 8 p.m. Korea time on Oct. 13 is included
Domestic flows · KRX regular-session tally at 3:38 p.m.; later after-market flows are excluded
Indices · KOSPI open 6,186.08 · high 6,198.46 · low 5,911.11 · close 6,035.35 · KOSDAQ open 823.69 · high 839.94 · low 802.91 · close 837.03 · Final regular-session numbers (independently collected). KOSPI open, low and close agree with the NewsPim closing report. The first decline greater than 5% since Aug. 19 (-5.80%) is corroborated by Special Times · Global Economic
Intraday chart · Drawn from the five-minute KOSPI chart with time plotted to scale. Only the four OHLC figures are exact; other positions are approximate. The sell-side sidecar triggering at 9:47:58 a.m., the first since Aug. 19, is sourced to Digital Daily; Futures level at the trigger and the annual count of triggers are from Alpha Economy; The first intraday move below 6,000 since July 31 and the 11:08 a.m. index/flow figures are from Dailian; SK hynix and Samsung Electronics opening prices and intraday lows are from Yonhap News (via Financial News)
Total investor flows · KRX main-board tally at 3:38 p.m., including 'other foreign investors' in the foreign total. The closing-report figures and stock/sector flows are from Yonhap News (via Financial News) (3:59 p.m.); the 'largest since July 28' comparison is from Special Times; The leading foreign net-buy stocks are from Pinpoint News (4 p.m.)
Futures and program trading · KRX investor-level KOSPI 200 futures tally at 3:49 p.m.; program trades at the regular-session close (3:37 p.m.). The five-session totals come from KRX. The 11-session and October sums are our calculations using the 3:38 p.m. KRX series
USD/KRW · Comparing 3:30 p.m. rates on consecutive KRX sessions. The Oct. 13 rate of 1,345.1 is from MoneyToday; Oct. 12's 1,335.1 is from MoneyToday
Turnover · KOSPI KRW 26.7946tn, 1.36 times the five-session average of KRW 19.7243tn (3:38 p.m. tally)
Short selling · KRX regular session plus NEXTRADE main market, 3:38 p.m. tally; shares only, excluding ETFs, ETNs and ELWs but including preferred shares
Market breadth · KRX counts of advancing/declining issues collected at 4:10 p.m.; limit-up stocks are counted separately from ordinary advancers
Sectors and themes · Closing returns and constituent breadth from KRX industry and thematic indices; KOSDAQ stock returns from Digital Daily; LG Energy Solution intraday movement and target prices from Aju Business Daily (1:56 p.m.); Eugene Investment & Securities' target price from Financial News
CXMT · G5 platform announcement on Sept. 20 from TechNode; Announcement details and DRAM market share from TrendForce; Cell area, production assessment and Counterpoint comments from MoneyToday; Samsung Electronics' potential 4F² timetable and U.S. memory-stock performance from MoneyToday; Micron CEO comments from 24/7 Wall St.
AI capital remarks · Hock Tan's financing and casino comments from Reuters (via Investing.com); Lip-Bu Tan's memory and supply-shortage outlook from NewsPim; Event name and Hock Tan's demand outlook through 2029–2030 from MediaPen (citing CNBC); combined CEO-remarks coverage from Quartz
Overseas markets · Nasdaq, S&P 500, Dow and Philadelphia Semiconductor closing levels from Oct. 12 U.S. time (independently collected). Individual stock changes from eToday · Pinpoint News; Energy-ceasefire announcement and oil prices from Investing.com; WTI at 4:10 p.m. Korea time independently collected
Brokerage commentary · Kiwoom's Han Ji-young, LS Securities' Jung Da-woon, KB Securities' Lee Eun-taek and Kim Min-kyu, Mirae Asset's Kim Seok-hwan, and Shinhan's estimated buyback end date from NewsPim; Samsung Securities' Cho Ah-in from Digital Daily; Daishin Securities' Lee Kyung-min from Jiksseol · MoneyToday; iM Securities' Yang Hyun-kyung from MoneyToday; Samsung Electronics' Oct. 6 buyback completion from NewsPim; Employee-compensation purpose and SK hynix intraday-low timing from Yonhap News (via Financial News); Samsung Electronics' preliminary Q3 operating profit of KRW 107.4tn from MTN (MoneyToday Broadcasting) (Oct. 8)
Calendar · ASML and TSMC reporting schedules from company IR; U.S. inflation calendar from the Bureau of Labor Statistics; Bank of Korea policy meeting from BOK; SK hynix buyback end-date estimate from Daishin Securities
www.snowshagal.com for earlier editions.