Daily Pulse
KOSPI +3.76% | KOSDAQ +2.42% | Foreign net buy KRW 1.43T (~$1.0B), retail and institutions both sold The Number That Matters KRW 1.43T (~$1.0B). That is what foreign investors deployed into Korean equities today, driving the KOSPI 3.76% higher to 6,598. Every other buyer
Daily Pulse
KOSPI +1.62% | KOSDAQ +5.88% | Retail absorbed KRW 818.5B (~$571M) alone, foreign and institutional both net sold The Number That Matters KRW 818.5B (~$571M). That is what retail deployed to hold the KOSPI above 6,300 on a session where every other buyer class was absent. Foreign
Daily Pulse
Retail absorbed KRW 4.65T (~$3.26B) alone as foreign and institutional investors both sold. One session after the largest foreign inflow in this market’s history, the flow reversed.
Alpha Signals
KOSPI rose 17.91% on July 31 — the largest one-day gain on record. Retail sold a record KRW 10.38 trillion into it and foreigners absorbed 84.5%. Five weeks earlier the roles were exactly reversed.
Policy Decoder
Korea named more than KRW 1,400 trillion (~$1 trillion) across three mega-projects. The amounts are the least informative part. What is dated, and what is not, is the tell.
Daily Pulse
KOSPI +2.52% | KOSDAQ +5.47% | Foreign net sell KRW 330B (~$219M), top three foreign purchases: Samsung Electronics, Samsung Electro-Mechanics, Samsung Electronics preferred shares The Number That Matters KRW 1.13T (~$751M). That is what institutions deployed into a falling-foreign session to lift the KOSPI 2.52%. Foreign
Daily Pulse
Foreign capital bought Samsung Electronics (+$160M) harder than the entire KOSPI (+$131M net), with institutions confirming (+$776M). But foreign futures still sit at zero.
Daily Pulse
KOSPI fell 5.35% and foreign investors turned net buyers for the first time in 14 sessions — but half of it was SK Hynix, with zero futures and matching institutional selling.
Daily Pulse
Samsung posted a record Q2 and the KOSPI fell 4.91% to 7,656. Foreign capital sold a thirteenth straight session — buying substrates, not Samsung.
Daily Pulse
KOSPI -0.46% | KOSDAQ -2.46% | Retail absorbed KRW 2.68T (~$1.8B) alone, nearly matching combined foreign and institutional selling The Number That Matters KRW 2.68T (~$1.8B). That is what retail deployed today to absorb combined foreign and institutional selling of KRW 2.8T (~$1.8B). The
Deep Dive
Samsung will cancel 82.5% of its treasury shares — but after the March Commercial Act amendment, cancellation is mandatory, not a signal. When the biggest lever becomes law, alpha migrates to what stays discretionary. Samsung is the lens.
Daily Pulse
KOSPI +5.76% | KOSDAQ +0.19% | A 440-point rally with no net buyer FACT. SK Hynix rose roughly 10.9% even as the Philadelphia semiconductor index fell 5.44%. The two names that drove the move, Samsung Electronics and SK Hynix, about 35% of KOSPI weight, never appeared on