Articles
Daily AI market briefings on the Korean stock market, plus longer looks at the value chains behind it. Compiled from public data and filings.
English editions start from late September 2026. Earlier briefings are available in Korean only — see the Korean archive.
Market briefings
16Each weekday morning we cover the overnight US session, and each evening the Korean close.
- October 13, 2026 · Korean market
Semiconductors broke the index, and semiconductors also filled the list of the day's biggest gainers.
The index fell more than 5%, but the share of declining stocks was not as extreme as that drop suggests. The KOSPI closed 5.46% lower at 6035.35 and the K…
- October 13, 2026 · US market
The same China memory headline knocked Seoul down more than 5%, while U.S. chip stocks slipped only slightly.
What moved U.S. markets overnight was not earnings but the wait for data. Ahead of the September consumer price report due Wednesday, investors held back,…
- October 12, 2026 · Korean market
After record semiconductor earnings were confirmed, the KOSPI returned to where it stood two months ago, and shipping was the only industry that rose.
Coming back from a three-day holiday break, the market fell across the board, with the indexes and individual stocks moving the same way. The KOSPI closed…
- October 12, 2026 · US market
The Dow advanced, yet a single piece of news about Chinese DRAM knocked semiconductors apart from everything else.
The first thing driving the session was the Middle East. After Houthi fighters struck King Khalid International Airport in Riyadh, leaving casualties, Bre…
- October 9, 2026 · US market
All three major indexes closed the week higher, yet semiconductors sat out the rally.
What had weighed on the market all week was Treasury yields and oil, and on Friday both eased at once. Long-dated yields had climbed to 24-year highs earl…
- October 8, 2026 · Korean market
The names that posted record earnings were sold, while the names that supplied their equipment rose
Judging by the indexes alone, Samsung Electronics' record quarterly operating profit of 107 trillion won counted for nothing. The KOSPI fell 177.97 points…
- October 8, 2026 · US market
The Dow finished higher, yet in the same session the stocks leaning on AI capital spending fell one after another.
What moved this session was not earnings but crude oil. Oil prices climbed again as Iran stepped up attacks on tankers transiting the Strait of Hormuz and…
- October 7, 2026 · Korean market
Leadership was sold first. As semiconductors, defense and power infrastructure fell together, money moved into cosmetics and entertainment.
What stands out more than the size of the decline is that the industries which had been leading this market were sold first. The KOSPI closed 1.98% lower…
- October 7, 2026 · US market
The indexes barely slipped, but anything that borrows at these rates took a real hit.
The bond market, not earnings, set the tone. The 10-year Treasury yield touched about 5.36% intraday, its highest in 24 years, before easing back to rough…
- October 6, 2026 · Korean market
The KOSPI gave up the 7,000 level, yet more KOSPI stocks rose than fell: only the large caps were sold.
By the index alone this was the day the KOSPI lost the 7,000 level, but what actually fell was the large caps holding the index up. While the KOSPI closed…
- October 6, 2026 · US market
The indexes set a fresh record, and storage stocks fell apart on their own.
The overnight US session caught its breath as yields and oil both backed off. CNBC reported that the 10-year Treasury yield, which had spiked to its highe…
- October 5, 2026 · US market
Yields hit their highest since 2002, and the Nasdaq still closed at a record.
Rates and jobs set up the overnight US session in opposite directions. CNBC reported that the 10-year Treasury yield rose as high as 5.34% intraday, its h…
- October 2, 2026 · Korean market
The KOSPI reclaimed the 7,000 line, but the lift came from EV batteries and defense rather than semiconductors.
Judging by the index alone this looked like a rebound, but it was really a day when the KOSPI and the KOSDAQ split in opposite directions. The KOSPI recla…
- October 1, 2026 · Korean market
Semiconductors and biotech lifted both indexes, yet only 7 stocks hit 52-week highs while 11 hit new lows.
Judging by the indexes alone both markets rallied together, but with more new lows than new highs the advance was narrower than it looked. The KOSPI close…
- September 30, 2026 · Korean market
KOSPI fell for a fourth day, yet more stocks rose than fell: all seventeen financial names dropped while EV batteries and hydrogen carried the market.
Judged only by the index, it was a down day, but more stocks rose than fell inside the market. KOSPI slipped 0.48% to 6838.04, a fourth straight decline,…
- September 29, 2026 · Korean market
The indexes barely moved, but only semiconductors rose while every other industry we track fell.
On the indexes alone, KOSPI slipped 0.27% to 6870.81 and KOSDAQ rose 0.38% to 849.80, an unremarkable day with the two markets pointing in different direc…
Insights
Longer looks at an industry or a single company.
Coming soon.