카테고리
실마리 일지

KOSPI +1.20% to 6,934.91 — KOSDAQ drops 4.48% to 803.23 — Korea Market Close, Aug 21, 2026

The Silmari
A daily data newsletter on the Korean stock market — silmari, ‘a clue: the loose end that unravels the knot’
④ Closing 16:002026.08.21 Fri · No. 18Sentiment gauge: Neutral — composite score 0.895; confirmed inputs today are 20-day volatility at 5.98 (93rd percentile, 2026 expanding sample) and leverage-ETF share at 12.61% (94th percentile); credit balance and margin figures are T+1 delayed (latest reading: Aug 20), short-selling surge data is T+2 delayed (latest: Aug 18).
④ Closing · published 16:00 KST · regular session confirmed at 15:30 KST
01 · VerdictRegular session confirmed 15:30 KST

verdict at the close

KOSPI +1.20% to 6,934.91 — KOSDAQ drops 4.48% to 803.23

The KOSPI closed Friday, August 21 (2026) at 6,934.91, up 1.20%, as Samsung Electronics (+3.87%) and SK hynix (+2.31%) anchored a gain that institutions extended into the close.The KOSDAQ finished at 803.23, down 4.48%, with retail investors providing the sole net-buying support of ₩623.7bn against a broad sell-off in biotech, defense, and power-equipment names.

Key points
01KOSPI closed at 6,934.91 (+1.20%); intraday range spanned 211.68 pts (3.14%), low 6,742.44 at 09:01 to high 6,954.12 at 14:19. KOSDAQ closed at 803.23 (4.48%), range 28.48 pts (3.58%), high at the open (09:00) and low at 11:05.
02On KOSPI today (provisional): institutions net-bought ₩248.5bn, the National Pension Service ₩46.4bn; foreigners net-sold ₩176.0bn and retail investors net-sold ₩1,165.6bn. On KOSDAQ, retail investors were the only net buyers at ₩623.7bn; foreigners sold ₩283.6bn, institutions ₩346.7bn. These are provisional figures collected at 15:52 KST; final confirmation is expected this evening.
03Sector map: defense & aerospace led declines at 7.40% (Hanwha Aerospace −7.03%, LIG Defence & Aerospace −11.69%), construction & infrastructure fell 5.36%, and power & electrical equipment dropped 4.42%. Financials gained +1.40%; Samsung Life Insurance surged +10.61%.
04Morning-call scorecard (provisional, confirmed in final edition): P1 (KOSPI direction: up +0.3~+1.5%) — ✓ hit, actual +1.20%. P2 (KOSDAQ: −0.5~+0.5%) — ✗ missed, actual −4.48%. These are provisional mid-session verdicts; final scoring in the 20:00 edition.
03 · TimelineSnapshot — minute-bar readings

The day’s path

A window marking the hours when direction turned during the session

KOSPI low at 09:01, high at 14:19 — a five-hour, 211.68-point climb that faded modestly into the close at 6,934.91.

KOSPI snapshotOpen6755.83· High6954.12(14:19) · Low6742.44(09:01) · Last6912.95
KOSDAQ snapshotOpen822.29· High824.05(09:00) · Low795.57(11:05) · Last801.94
04 · 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

Samsung Electronics and SK hynix each printed intraday ranges above ₩100,000 per share as the KOSPI reached its session high of 6,954.12 at 14:19.

Top 10 by trading value — prior close · open · gap · high (time) · last · change · low (time)
StockPrior closeOpenGapHigh (time)CloseChangeLow (time)
Samsung Electronics271,000267,000−1.48%285,000 (14:19)281,500+3.87%266,000 (09:00)
SK hynix1,691,0001,675,000−0.95%1,773,000 (09:52)1,730,000+2.31%1,669,000 (09:00)
Samsung Electronics (Pref.)191,200190,100−0.58%210,000 (14:21)207,000+8.26%188,600 (09:00)
Samsung Electro-Mechanics1,396,0001,345,000−3.65%1,348,000 (09:00)1,316,000−5.73%1,306,000 (10:10)
SK Square1,123,0001,096,000−2.40%1,141,000 (09:48)1,123,000+0.00%1,078,000 (09:00)
Kumho E&C15,65015,650+0.00%18,200 (09:25)14,750−5.75%14,600 (15:07)
Kakao38,70038,150−1.42%38,750 (09:00)35,800−7.49%33,600 (10:52)
Samsung Life Insurance296,989291,500−1.85%329,000 (15:10)328,500+10.61%287,000 (09:00)
SK Securities2,8102,920+3.91%3,555 (09:05)2,955+5.16%2,820 (14:26)
Kumho Electric7,4608,000+7.24%9,690 (09:24)8,380+12.33%7,810 (09:00)

The KOSPI touched its session low of 6,742.44 at 09:01 before rallying steadily through the morning; Samsung Electronics moved from a low of ₩266,000 at the open to a high of ₩285,000 at 14:19, mirroring the index’s afternoon push.SK hynix peaked earlier at ₩1,773,000 (09:52) and settled back to ₩1,730,000 by close, while Samsung Life Insurance sustained its climb to ₩329,000 at 15:10 — the only top-ten name to make its high in the final hour.

05 · FlowsIn Korean won · KRX

Flow summary

A window on how much foreign investors, retail investors, investment firms and pension funds each bought and sold

Institutions net-bought ₩248.5bn on KOSPI while retail investors sold ₩1.17tn, as foreigners turned net sellers of ₩176bn on the day — a split session that left the KOSPI up 1.20% while the KOSDAQ fell 4.48%.

Foreign investors → retail · KOSPI (same-day correlation)Retail investors-0.851 (moves almost exactly opposite)· KOSPI0.524 (tends to move in the same direction)
Investment firms → retail · KOSPI (same-day correlation)Retail investors-0.612 (moves almost exactly opposite)· KOSPI0.592 (tends to move in the same direction)
Pension funds → retail · KOSPI (same-day correlation)Retail investors-0.171 (no clear relationship)· KOSPI0.001 (no clear relationship)
How to read the correlationCloser to +1 means they moved together; closer to −1 means they moved opposite — measured in the current regime (2026)
06 · Top 10Close · change · flows by four investor groups

The stocks that moved the market — top by turnover10

A window on which investor groups backed the most heavily traded stocks

Samsung Electronics and SK hynix together accounted for ₩15.10tn in KOSPI turnover — dominating the top-ten list on a day the index closed at 6,934.91.

Samsung Electronics (₩7,682.4bn turnover, +3.87%) and SK hynix (₩7,415.2bn, +2.31%) together drew the bulk of KOSPI flow, with Samsung Electronics preferred shares (₩2,114.4bn, +8.26%) adding a third chip-group name to the top-three slots.On KOSDAQ, Ingenia Therapeutics (Reg.S) topped turnover at ₩411.8bn despite falling 13.97%, followed by Gido Industries (₩211.6bn, 34.58%) — both heavily traded decliners signaling concentrated selling pressure in the second board.

Top 10 by turnover (KOSPI)
StockCloseChangeTurnoverForeign investorsInstitutionsInvestment firmsPension fundsRetail investors
Samsung Electronics₩281,500 (≈$203.29)+3.87%₩7.70tn+₩439.4bn+₩368.1bn+₩243.7bn+₩57.8bn−₩743.3bn
SK hynix₩1,730,000 (≈$1,249.37)+2.31%₩7.43tn+₩14.4bn+₩111.5bn−₩12.2bn+₩70.3bn−₩1.26tn
Samsung Electronics (Pref.)₩207,000 (≈$149.49)+8.26%₩2.17tn−₩97.4bn+₩181.0bn+₩112.7bn−₩7.8bn−₩93.6bn
Samsung Electro-Mechanics₩1,316,000 (≈$950.39)−5.73%₩928.8bn−₩119.5bn−₩117.0bn−₩65.4bn−₩31.5bn+₩236.4bn
SK Square₩1,123,000 (≈$811.01)+0.00%₩673.2bn+₩2.9bn+₩28.5bn+₩4.7bn+₩32.2bn−₩29.4bn
Kumho E&C₩14,750 (≈$10.65)−5.75%₩517.4bn−₩9.9bn+₩0.8bn−₩0.2bn+₩0.1bn+₩7.6bn
Kakao₩35,800 (≈$25.85)−7.49%₩353.4bn−₩52.3bn−₩45.3bn−₩15.7bn−₩5.7bn+₩96.5bn
Samsung Life Insurance₩328,500 (≈$237.24)+10.61%₩327.8bn
SK Securities₩2,955 (≈$2.13)+5.16%₩273.3bn
Kumho Electric₩8,380 (≈$6.05)+12.33%₩246.4bn
Historical contextForeign investors / institutions / investment firms / pension funds / retail investors · figures in Korean won · Source: KRX
07 · Up 5 · Down 5Reason labels: [News] confirmed · [Pattern] inferred

Gainers5· Decliners5KOSPI & KOSDAQ

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

Financial stocks and Samsung-group names led KOSPI gainers while defense, construction, and power-equipment names dominated the decliners on Friday, August 21 (2026).

KOSPI
Gainers · relative strength5 (KOSPI)
IndiEF+18.26%[Pattern]Turnover ₩19.2bn · machine ranking
Kumho Electric+12.33%[Pattern]Turnover ₩246.4bn · machine ranking
Samsung Life Insurance+10.61%[Pattern]Turnover ₩327.8bn · machine ranking
Samsung Electronics (Pref.)+8.26%[Pattern]Turnover ₩2.17tn · machine ranking
Samsung Fire & Marine+6.27%[Pattern]Turnover ₩76.2bn · machine ranking
Decliners5 (KOSPI)
Sama Aluminum−12.14%[Pattern]Turnover ₩14.8bn · machine ranking
LIG Defense & Aerospace−11.69%[Pattern]Turnover ₩194.9bn · machine ranking
Korea Circuit−11.36%[Pattern]Turnover ₩24.7bn · machine ranking
Isuh Chemical−10.27%[Pattern]Turnover ₩10.2bn · machine ranking
Pamicell−10.12%[Pattern]Turnover ₩22.4bn · machine ranking
KOSDAQ
KOSDAQGainers5
Comico+27.06%[Pattern]Turnover ₩43.8bn · machine ranking
Coocon+23.17%[Pattern]Turnover ₩17.9bn · machine ranking
Uri Technology Investment+19.96%[Pattern]Turnover ₩137.7bn · machine ranking
Galaxia Moneytree+12.61%[Pattern]Turnover ₩85.5bn · machine ranking
Genexine+10.83%[Pattern]Turnover ₩18.6bn · machine ranking
KOSDAQDecliners5
Gido Industries−34.58%[Pattern]Turnover ₩213.4bn · machine ranking
Algenomics−18.18%[Pattern]Turnover ₩24.4bn · machine ranking
Enchem−15.98%[Pattern]Turnover ₩14.7bn · machine ranking
Ingenia Therapeutics (Reg.S)−13.97%[Pattern]Turnover ₩415.3bn · machine ranking
Gigavis−13.40%[Pattern]Turnover ₩17.9bn · machine ranking

Among KOSPI names with turnover above ₩100bn, gainers included Samsung Life Insurance (+10.61%), Samsung Electronics preferred (+8.26%), SK Telecom (+5.80%), Samsung C&T (+5.75%), and Samsung Fire & Marine (+6.27%); decliners included LIG Defence & Aerospace (11.69%), Korea Circuit (11.36%), Isoo Chemical (10.27%), Hanwha Solutions (8.95%), and Doosan Fuel Cell (8.98%).On KOSDAQ, Comico surged +27.06% and Gido Industries plunged 34.58%, the sharpest single-stock moves in the session; Alteogen fell 5.74% and Jusung Engineering 4.91% among semiconductor-adjacent names.

08 · After lookas of 19:53 KST on 2026-08-21

After-Hours Outlook

A window on what to watch in after-hours trade once the regular session ends

KOSPI closes up 1.20% but non-arbitrage program selling of ₩837.8bn into the close signals caution heading into after-hours.

Program trading on KOSPI showed total net selling of ₩772.1bn today (non-arbitrage: −₩837.8bn, arbitrage: +₩65.7bn), a reversal from Wednesday Aug 20’s net buying of ₩904.4bn — a divergence between program flows and foreign-investor positioning that the 2026-regime lag data identifies as a signal worth watching.In the current 2026 regime (n=32), days with a semiconductor-to-defensive rotation pattern have been followed by a KOSPI average gain of 2.05% over three sessions with an up-probability of 69%; however, Friday’s foreign futures net-buying of 4,103 contracts contrasts with cash-market net selling of ₩176.0bn, adding an unresolved cross-signal that the data does not resolve on its own.

Sources: Korea Exchange · NextradeKorea’s alternative trading system, operating alongside KRX with pre-market and after-market sessions extending trading hours beyond the main 09:00–15:30 window.NXT data captures price discovery and liquidity outside KRX hours; its market-share percentage and session volumes give an early read on after-hours sentiment. · own measurements · regular session confirmed 15:30 KST · The Silmari editorial desk. USD figures are converted at ₩1,384.7/$ — the won-dollar rate printed in this edition — and are approximate.
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.