Market Updates
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Foreigners Dumped ₩149 Trillion from KOSPI — and Bought ₩95 Trillion of Japan Instead
The Numbers First — ₩149 Trillion Sold, ₩95 Trillion Bought In the first half of 2026, foreign investors sold a net ₩148–149 trillion worth of KOSPI shares (as of July 1, 2026; Yonhap, Maeil Business). Over the same period, Korean retail investors absorbed ₩99 trillion in net purchases, effectively propping up the market. Meanwhile, those…
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KOSPI Crashes 7.9% on Meta’s AI Compute Announcement — July 2, 2026
Today’s Summary South Korea’s stock market took a severe blow on July 2, 2026. The KOSPI plunged 655.32 points (7.89%) to close at 7,648.09, while the KOSDAQ shed 62.63 points (6.74%) to finish at 866.72. Circuit breakers (매도 사이드카) were triggered on both markets during the session — a rare and jarring sign of just…
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Why Dongshin Construction Surged — ₩10.9B KEPCO Sani Substation Contract
What Happened As of the morning of July 2, 2026, Dongshin Construction (025950) surged +29.97% on the KOSDAQ — effectively reaching its daily upper limit. Volume came in at approximately 457,989 shares, a marked spike in activity. The stock moved alongside other power-infrastructure-related names, with Daewon Cable also hitting the daily limit-up on the same…
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Why Kumho Construction Surged — ₩224.9B Gwacheon Sewage Modernization Contract
What Happened As of the morning of July 2, 2026, Kumho Construction (002990) surged +23.87% on the KOSPI, approaching its daily limit-up level. Trading volume exceeded approximately 4.95 million shares — a significant spike compared to its recent daily average. The stock became one of the most active names in the construction sector as broad…
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Micron Dropped 10% While DRAM Prices Rose — What It Means for Samsung and SK Hynix
Market Updates Investing & Assets Published July 11, 2026 Micron Fell -10.57% While DRAM Prices Kept Rising — What It Means for Samsung and SK Hynix Memory chip prices are going up. Micron’s stock just went sharply down. Understanding why those two things are happening at the same time — and which side of the…
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Burry Shorts NVIDIA: The Korea Semiconductor Reckoning
The Trade That Has Everyone Talking Again On June 30, 2026, Michael Burry did what he does periodically: he posted his short positions on Substack and let the internet argue. His entry on NVIDIA came at $198.09; his short on the iShares Semiconductor ETF (SOXX) at $642.80.[1][2] Both trades have moved in his favor since.…
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KOSPI July 1, 2026 Market Close — Foreign & Pension Selling Pushes Index to 8,303, KOSDAQ Bucks Trend
Today’s Snapshot — KOSPI Drops 2%, KOSDAQ Bucks the Trend South Korean equities split sharply on Wednesday, July 1, 2026. The KOSPI closed at 8,303.41, shedding 173.07 points (2.04%) from the previous session. The index had opened in positive territory—briefly topping the 8,600 level on the back of strong overnight gains in U.S. tech stocks—before…
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Why Wemade Play Surged 30% — Wemade M&A with Chinese Capital Explained
Wemade Play Surges 30% — M&A Buzz as Founder Sells Wemade Stake to Chinese Capital As of the morning of July 1, 2026, Wemade Play (KQ: 123420) — a KOSDAQ-listed gaming company affiliated with Wemade — surged +29.97% with trading volume of approximately 3.54 million shares, approaching the daily upper-limit circuit breaker. What Drove the…
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Why Kumho Electric Surged 25% — Honam Semiconductor Cluster Theme Explained
Kumho Electric Surges 25% on “Honam Semiconductor Cluster” Theme As of the morning of July 1, 2026, Kumho Electric (KRX: 001210) — a KOSPI-listed lighting and lamp manufacturer — surged +25.30% with trading volume of approximately 8.91 million shares, making it one of the most active and volatile names on the market in a single…
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KOSPI Closes H1 2026 at 8,476 — Chips Lead Rebound on Final Session
Semiconductors Carry KOSPI to End a Turbulent First Half South Korea’s benchmark KOSPI closed the final trading session of the first half on a strong note. On June 30, 2026, the index gained 81.83 points, or 0.97%, to settle at 8,476.48 — snapping a three-session losing streak (Korea Exchange, close of June 30, 2026). The…