Daily Pulse
KOSPI –7.89 percent to 7,648.09 on the second Black session in eleven days. Foreign KRW 5.13T out, retail KRW 5.40T in — but foreign's top-five buy list carries under 6 percent of KOSPI 200 weight. The composition is the tell.
Alpha Signals
Foreign capital net-sold KRW 5.13T from the KOSPI on July 2. But the top five foreign purchases add up to KRW 348.1B. Their combined KOSPI 200 weight is under 6 percent. What that composition tells you about the index.
Daily Pulse
# Daily Pulse, July 1, 2026 KOSPI -2.04% | KOSDAQ +1.44% | SOX +3.92%, Foreign and Institutional Both Sold; Retail Absorbed Alone Market Summary KRW 1.74 trillion (~$1.1B). That is what retail investors deployed into a falling KOSPI today, the only buyer in a session where foreign capital
Policy Decoder
Korea's mega-project briefing names KRW 800T for new southwestern fabs, KRW 81T for HBM packaging, KRW 550T for 8.4GW AI data centers. The only dated commitment — five-year capacity doubling — belongs to existing Yongin. What that asymmetry tells you.
Daily Pulse
# Daily Pulse, June 30, 2026 KOSPI +0.97% | KOSDAQ -0.48% | Foreign Net Sell KRW 3.82T (~$2.5B), Eight Consecutive Sessions, Index Still Rises Market Summary Eight consecutive sessions of foreign net selling. KRW 3.82 trillion (~$2.5B) extracted today alone. The KOSPI closed at 8,476.48,
Daily Pulse
# Daily Pulse, June 29, 2026 KOSPI -0.20% | KOSDAQ +8.13% | KRW 518T (~$336B) Capex Announced, Foreign Sold KRW 7.69T (~$5.0B) Anyway Market Summary KRW 7.69 trillion (~$5.0B). That is what foreign investors sold from Korean equities on Monday, and the KOSPI fell 0.20%. On
Disclosure Decoder
Samsung announced Korea's largest buyback. By April, everything not reserved for compensation was cancelled — not held. KoreaAlpha Follow-Through Score: 43 → 80/100.
Policy Decoder
Korea broadcast its Value-Up roadmap on 22 August 2025. Where corporate-governance reform sat in that briefing — and what takes effect 23 July 2026 — tells you the legislative fight is over.
Daily Pulse
# Daily Pulse, June 26, 2026 KOSPI -5.81% | KOSDAQ -4.10% | KRW 8.43T (~$5.5B), Smart Money Sold. Retail Caught It. Again. The Number That Matters KRW 8.43T (~$5.5B). That is the combined foreign and institutional net sell on Friday, and retail absorbed KRW 8.19T (~$5.
Daily Pulse
KOSPI +5.42% | KOSDAQ -2.36% | NPS KRW 74T (~$47.9B), The Institution Bought. The Floor May Also Be the Ceiling. The Number That Matters KRW 3.30T (~$2.1B). That is how much institutional capital, led by pension and domestic fund flows, bought into Thursday's KOSPI surge,
Daily Pulse
# Daily Pulse, June 24, 2026 KOSPI +3.26% | KOSDAQ +2.00% | SOX -7.87%, The KOSPI Rallied While Its Catalyst Collapsed The Number That Matters The Philadelphia Semiconductor Index fell 7.87% on Tuesday. The KOSPI rose 3.26%. That divergence, 267 points recovered to 8,471.02, the largest
Daily Pulse
# Daily Pulse, June 23, 2026 KOSPI -9.99% | KOSDAQ -7.94% | KRW 8.59T (~$5.6B), Retail Caught Every Share Smart Money Threw The Number That Matters 910 points. That is how far the KOSPI fell on Tuesday, the largest single-session point decline in the index's history,