카테고리
실마리 일지

KOSDAQ Surges 4%; KOSPI Holds Narrow Gains as Breadth Diverges — Korea Market Midday, Aug 10, 2026

Monday, August 10 (2026): the KOSDAQ posted a +4.08% gain — closing at 831.38 — while the KOSPI added just +0.41% to finish at 6,284.12, with the gap between the two the defining feature of the morning session.Intraday, the KOSPI printed a session high of 6,394.06 in the opening minutes before retre

The Silmari
A daily data newsletter on the Korean stock market — silmari, ‘a clue: the loose end that unravels the knot’
③ Midday 12:002026.08.10 Mon · No. 8Sentiment gauge: Anxious — composite score 1.229; vol20 at 96th pctile, leverage ETF share at 99th pctile (2026 expanding baseline); credit, margin, and short-surge components unavailable today.
③ Midday · published 12:00 KST · session in progress
01 · VerdictRegular session confirmed 15:30 KST

12:00verdict at this hour

KOSDAQ Surges 4%; KOSPI Holds Narrow Gains as Breadth Diverges

Monday, August 10 (2026): the KOSDAQ posted a +4.08% gain — closing at 831.38 — while the KOSPI added just +0.41% to finish at 6,284.12, with the gap between the two the defining feature of the morning session.Intraday, the KOSPI printed a session high of 6,394.06 in the opening minutes before retreating to near flat, leaving a 129.44-point high-to-low range (2.07%) that far exceeded the 3.42% average daily swing for Mondays in the 2026 regime (n=29); the KOSDAQ, by contrast, climbed steadily from its open at 807.66 and was holding around 848 near noon.

Key points
01Both of this morning’s published calls missed: the KOSPI call of +1.0~+2.0% scored a partial (actual +0.41%), and the KOSDAQ call of −0.3~+0.5% missed outright (actual +4.08%).
02Foreigners were net sellers of ₩790.6bn on KOSPI and were net buyers of ₩162.6bn on KOSDAQ today (preliminary); the one-week KOSPI foreign net outflow stands at ₩3.87tn (preliminary).
03The sentiment gauge remains at the Anxious stage: realized volatility (vol20) sits at the 96th percentile and the leverage ETF share at the 99th percentile of the 2026 expanding distribution — four components were unavailable today.
04The crash-precursor score is 2 out of a possible higher total, with only the Advance-Decline RatioThe number of advancing issues divided by the number of declining issues on a given exchange for a given session.An ADR well above 1 indicates broad participation in a rally; an ADR below 1 on a rising index day can flag narrow, large-cap-driven gains that may be fragile. sub-signal active; short-surge and momentum-acceleration signals are both at zero.
05The Nikkei 225 stands at 66,931.48(+2.02%) as of the 11:35 JST candle, which is the closing value of the morning session just before Japan’s lunch break (11:30~12:30 JST).
02 · SnapshotSnapshot — minute-bar readings

12:00Snapshot

A window that records the market at that hour, like a photograph

KOSPI Opens at 6,306, Spikes to 6,394 Within 13 Minutes, Then Fades to Near Flat

KOSPI snapshotOpen6292.13· High6394.06(09:13) · Low6264.62(09:03) · Last6302.36
KOSDAQ snapshotOpen810.64· High852.98(10:53) · Low807.66(09:00) · Last848.05
03 · Top 10 checkpointsMinute-bar readings · low and high times included

Top by trading value10— snapshot

A window on how the top trading-value names have moved up to this hour

SK Hynix Leads KOSPI Turnover at ₩2.44tn; Daehan Optical Tops KOSDAQ at ₩429.2bn

SK hynix dominated KOSPI turnover at ₩2.44tn through the noon hour, with its intraday high of 1,487,000 won printed at 09:14 and its low of 1,418,000 won at 09:02 — the bulk of its price discovery compressed into the first fifteen minutes; Samsung Electronics, the second most traded name at ₩1.88tn, hit its session high of 238,500 won at 09:12 and subsequently drifted to a low of 229,000 won at 11:33.On the KOSDAQ, Daehan Optical Communication printed ₩429.2bn in turnover with a gain of +20.24%, followed by Alteogen at ₩239.8bn (+15.25%) and Jeju Semiconductor at ₩174.8bn (+16.58%), giving the KOSDAQ active list a markedly different character from the KOSPI’s large-cap churn.

Top 10 by trading value — prior close · open · gap · high (time) · last · change · low (time)
StockPrior closeOpenGapHigh (time)Close
SK hynix1,422,0681,443,000+1.47%1,487,000 (09:14)1,437,000
Samsung Electronics230,993236,000+2.17%238,500 (09:12)230,000
Samsung Electro-Mechanics1,277,9391,315,000+2.90%1,357,000 (09:13)1,275,000
SK Square939,028951,000+1.27%977,000 (09:14)941,000
Samsung Electronics (Pref.)170,106172,200+1.23%175,800 (09:14)172,300
Hanwha Solutions33,90133,700−0.59%36,000 (09:02)34,850
Kwangju Semiconductor7,8108,120+3.97%9,640 (09:20)9,030
Hanwha Aerospace1,096,9511,118,000+1.92%1,169,000 (11:11)1,162,000
GS E&C31,65032,150+1.58%35,050 (10:59)34,400
LG Electronics185,006184,600−0.22%189,300 (10:04)187,800

GS E&C was notable for reaching its session high of 35,050 won as late as 10:59, suggesting buying interest extended well into mid-morning rather than fading after the open; Hanwha Aerospace similarly found its high of 1,169,000 won at 11:11, the latest peak among the KOSPI top-ten names.Samsung Electro-Mechanics showed the sharpest reversal: an open at 1,315,000 won, a spike to 1,357,000 won by 09:13, and then a grind lower to 1,258,000 won by 11:36 — a 99,000-won round trip within roughly two and a half hours on ₩520.3bn of turnover.

04 · Up · DownReason labels: [News] confirmed · [Pattern] inferred

Gainers5· Decliners5— snapshot

A window on the biggest gainers and decliners, and the reasons behind them

Defense, Bio, and Construction Rally Hard; Financials and Telecoms Lead Declines

The day’s winners were concentrated in defense/aerospace, bio, construction, and power-equipment names: Hanwha Aerospace rose +5.93%, GS Engineering & Construction +8.53%, and Hanwha Solutions +2.80% on the KOSPI, while on the KOSDAQ, Alteogen surged +15.25% and Jusung Engineering +11.58%.On the downside, financials were uniformly lower — Shinhan Financial Group fell −4.64%, KB Financial Group −3.30%, Hana Financial Group −3.27% — and SK Telecom dropped −4.54%, while chemicals also weakened, with Lotte Chemical off −5.08% and LG H&H down −5.25%.Among KOSDAQ decliners by value, the list was short: with most names from ₩100bn-and-above turnover trending higher, GNC Energy was the only clear loser at −2.87%, underscoring how broadly the KOSDAQ advance was distributed today.

Gainers —12:00as measured at this hour
Losers —12:00as measured at this hour
Historical contextSelection: turnover of ₩10bn or more · machine ranking by percentage change.
Sources: Korea Exchange · NXT · own measurements · regular session confirmed 15:30 KST · The Silmari editorial desk.
This edition organises and explains publicly available market data. It is not investment advice. Predictions and their scores are preserved without revision — the judgement is yours.