Overnight, US markets rebounded — S&P500 +1.48%, Nasdaq +2.13%, and the semiconductor index (SOX) +1.05%.On domestic flows, pension funds net-bought ₩979.1bn on KOSPI over one week while retail net-sold ₩2.72tn — and with the crash-warning score at 3 and the ADR signal both alive, plain optimism is
Treasury yields
KOSPI closed at -5.12% while KOSDAQ finished at +2.44%, leaving the two indices more than 7.56pp apart.Foreign investors were net sellers of ₩1.52tn on KOSPI and Samsung Electronics and SK hynix fell -6.48% and -5.59%, while buying gathered in non-semiconductor small caps such as construction and in
On Monday, August 3 (2026), KOSPI plunged –5.12% to close at 6,257.45, while KOSDAQ rose +2.44% the same day to finish at 737.35 — a day the two indexes closed in opposite directions.While Samsung Electronics (–6.48%) and SK hynix (–5.59%) dragged KOSPI down, non-semiconductor names on KOSDAQ — robo
On Monday, August 3 (2026), KOSPI closed at 6,257.45, down –5.12% from the prior day.KOSDAQ went the other way, rising to 737.35 (+2.44%) — the two markets split cleanly.
Last week KOSPI swung through three days of extremes before finishing the week at a Friday close of 6,595.45.All three US indices ended Friday higher, but the Korean exchange-traded fund (EWY) went the other way at -2.55%, and the US 10-year Treasury yield rising to 4.74% is one of the variables tha
On Friday, 31 July 2026, the KOSPI opened at 5,657.79, ran as high as 6,630.77 during the session and closed at 6,595.45.The high-low range of 1,001.01 points (17.78%) is an extremely rare amplitude for a single session, and large-cap chipmakers — SK hynix, Samsung Electronics and Samsung Electro-Me
On Thursday 30 July 2026, KOSPI closed at 5,593.56, down 1.23% from the previous day.During the session it travelled from a high of 5,976.82 to a low of 5,547.41, a range of 429.41 points (7.74%), and the day’s fear and relief both sit inside that swing.
The Philadelphia Semiconductor Index surged 8.19% in Wednesday’s U.S. session, and SK hynix’s ADR jumped roughly 18%, laying the groundwork for a sharp gap-up at Thursday’s open after the KOSPI’s 1.23% decline the prior day.The rebound case is real, but the sentiment gauge is locked in its ‘Anxiety’
On Wednesday 29 July 2026, KOSPI opened at 6,089.11, fell as far as 5,262.77 during the session and closed at 5,663.24. A change of -5.98% and a high-low range of 965.75 points (18.35%) came out of a single day.KOSDAQ also fell, to 662.68 (-6.12%), and both indices recorded one of the sharpest falls
Tuesday, July 29 (2026) delivered one of the most volatile sessions of the current regime — the KOSPI swung 18.35% from intraday high to low and closed down 5.98% at 5,663.24, while the KOSDAQ shed 6.12% to 662.68.Both of Tuesday’s pre-open forecasts missed badly — the market wrapped the session wit