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Showing posts from June, 2026

[Dongchun Weekly] June Week 2 — KOSPI Round-Trips From -8.29% Circuit Breaker to Record 8,123 as Foreigners Return After 25 Sessions

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Hey, Dongchun here. Here is the Korean stock market weekly recap for the week ending June 14, 2026 — KOSPI, KOSDAQ, foreign investor flow, sector moves, and what is on deck for next week. DONGCHUN'S TAKE The defining story of the week was a full round trip: KOSPI opened with a -8.29% Black Monday circuit breaker and clawed all the way back to a record 8,123.62 by Friday, ending the week essentially flat at -0.45%. It mattered because the swings — a -8% crash, a +8% V-rebound, a -4.11% expiry pullback, then a +4.63% Friday — were driven by macro fear (strong jobs, a 4.2% CPI) colliding with a foreign-buyer return after 25 sessions. The single thing to watch next week is the June 16-17 FOMC dot plot, which will decide whether this rebound is a trend or just noise. KOSPI and Korean Markets: The Week in Numbers This was a week of volatility, not trend. US indices finished up a modest +0.6-0.7%, but the path ran through two sharp selloffs and two powerful rallies before ...

SpaceX Debuts +19% in Record IPO Yet ASTS Crashes -15.53% — Space Shakeout

Hey, Dongchun here. KOSPI and KOSDAQ open on June 13, 2026 after US markets closed with Nasdaq +0.31% and S&P 500 +0.50%. Here is the Korean stock market preview for foreign investors. DONGCHUN'S TAKE The one thing that matters from Friday is SpaceX's record debut lighting a risk-on fire across the tape. Raising $75B for a ~$2.1T valuation, the IPO was read as the opening signal for a wave of AI and space capital hitting public markets, and all three US indices rose with it. It matters because the very same theme produced the opposite outcome elsewhere — ASTS crashed -15.53% as cash rotated into the new heavyweight in a classic shakeout. Watch one thing next session: whether the macro combo of a gold record and a -4% oil collapse keeps feeding risk appetite, or whether it fades. Previous post: Read it → 1. US Market Close: Impact on Korean Stocks All three major US indices closed higher Friday, with the Dow leading at +0.70% to 51,202.26 and the S&P 500 up +0...

Foreigners Turn Net Buyers +2.67T KRW After 25 Sessions, KOSPI Tops 8,000 First Time — Buy Sidecar Fires

Hey, Dongchun here. KOSPI closed +4.63% and KOSDAQ +3.22% on June 12, 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 the foreign-selling dam broke after 25 sessions. A single US SOX +7.91% blowout snapped a month of outflows, and foreign plus institutional buying was so one-sided that a buy-side sidecar fired just six minutes after the open. This matters because foreign selling since May 7 was the single heaviest weight on Korea, and it just reversed in one stroke. Watch one signal next session: whether foreigners keep buying chips, or whether the retail 6T KRW dump and the fade from +8.46% to +4.63% mark the start of profit-taking. Previous post: Read it → 1. KOSPI and KOSDAQ Close: Korean Stock Market Today The KOSPI closed +4.63% at 8,123.62, topping 8,000 for the first time in its history. The move erased almost all of the prior session's -4.52...