Dongchun's Daily Market Digest

Hey, Dongchun here. Here is the Korean stock market weekly recap for the week ending May 31, 2026 — KOSPI, KOSDAQ, foreign investor flow, sector moves, and what is on deck for next week. DONGCHUN'S TAKE The only thing that mattered this week was the split: KOSPI rocketed roughly 8% to a record 8,476.15 while KOSDAQ collapsed about 7% in the same five sessions. The driver was a memory super-cycle and AI momentum lifting large caps only, fueled by a 19% monthly oil crash that pushed US 10-year yields down to 4.45%. Watch the May US jobs report on June 5 — it is the single variable that can reprice the entire rate-cut path heading into the June FOMC. KOSPI and Korean Markets: The Week in Numbers This week was decisively risk-on for equities but risk-off for crypto, and the single biggest driver was a 19% May oil collapse that fed disinflation into a memory and AI-led rally. It extended the S&P 500 to a ninth straight weekly gain. US breadth was broader than it loo...

Hey, Dongchun here. KOSPI and KOSDAQ open on May 29, 2026 after US markets closed with Nasdaq +0.91% and S&P 500 +0.58%. Here is the Korean stock market preview for foreign investors. DONGCHUN'S TAKE The only thing that matters today is that the market printed all-time highs on the same day PCE accelerated to a near 3-year high — proof that AI revenue recognition is now the dominant pricing input over the inflation path. Snowflake's +36.5% guidance-driven move and SMCI's +8.14% Taiwan compliance rally show the AI infrastructure story is widening from chips into both software and supply-chain trust signals. Watch whether Korean memory leaders Samsung and SK Hynix capture this AI-software bid from the open, or whether KOSDAQ's -3.36% bleed signals that the rotation is large-cap only. Previous post: Read it → 1. US Market Close: Impact on Korean Stocks The S&P 500 closed at 7,563.63 ( +0.58% ) and the Nasdaq Composite at 26,917.47 ( +0.91% ), both setting...

Hey, Dongchun here. KOSPI closed -0.53% and KOSDAQ -2.54% on May 28, 2026. Here is what moved the Korean stock market today and what foreign investors should watch for tomorrow. DONGCHUN'S TAKE The only thing that matters today is that foreigners dumped 1.64 trillion KRW for a 14th straight session and still LG Energy Solution rallied +15.25% on a single contract — proof that bottom-up stock catalysts can override top-down flow when the news is large enough. The DTE Energy 2.4 trillion KRW ESS deal, ultimately powering Oracle's Michigan AI data center, signals that AI infrastructure demand is now spilling from chips into batteries. Watch whether the LG Energy Solution move pulls other Korean ESS and battery names along tomorrow, or fades as a one-day single-stock event while the broader index continues to bleed under sustained foreign outflows. Previous post: Read it → 1. KOSPI and KOSDAQ Close: Korean Stock Market Today KOSPI closed at 8,185.29 down 43.41 points ( -0.5...