Daily Pulse
Daily Pulse: August 3, 2026
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.
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Alpha Signals
Alpha Signals #002: The Flow Inversion
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
The $1 Trillion Korea Announced: The One Number That Decides If It's Real
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
Daily Pulse: July 10, 2026
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
Daily Pulse: July 9, 2026
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
Daily Pulse: July 8, 2026
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
Daily Pulse: July 7, 2026
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
Daily Pulse: July 6, 2026
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
Deep Dive #001: Korea Made Buyback Cancellation the Law. That Just Broke the Value-Up Scorecard.
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
Daily Pulse: July 3, 2026
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
Daily Pulse
Daily Pulse: July 2, 2026
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
Alpha Signals #001: Foreign Capital Bought Korea Today. It Just Wasn't the KOSPI.
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.