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Daily Briefing (English)

2026-10-28 · KOSPI & Nasdaq
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Headline

KOSPI Reclaims 6,000 Mark on SK Hynix's Record Earnings and Shareholder Return Plan

Key Takeaways
  • The KOSPI surged 6.63% from the previous session to reclaim the 6,000 level, driven by SK Hynix's record Q3 earnings and massive shareholder return announcement.
  • The KOSDAQ also closed up 3.69%, supported by a broad-based rally in robotics and semiconductor materials, parts, and equipment stocks.
  • Following an overnight tech-led rebound in the Nasdaq (+1.18%), risk appetite strengthened distinctly in domestic markets, triggering buy-side sidecars for two consecutive days.
Highlights

KOSPI

Strong dual net buying from foreign and institutional investors concentrated in mega-cap chipmakers pushed the index up to 6,012.44, with market supply-demand dynamics notably improving as buy sidecars were activated for a second straight session.

Highlights

KOSDAQ

Major large caps such as Alteogen and EcoPro rebounded, while robotics stocks led by Rainbow Robotics surged, driving the index past the 770 level.

Highlights

NASDAQ

Reconfirmed sustainability of AI demand—highlighted by Anthropic's IPO filing—lifted the index to 26,477.81, led by tech and semiconductor sectors.

Today's Watchlist
  • The US FOMC October interest rate decision and Fed Chair Powell's guidance on monetary policy direction
  • Major Big Tech earnings reports (Alphabet, Microsoft, etc.) and the sustainability of AI infrastructure investments
  • Potential short-term profit-taking and sustainability of foreign capital inflows following two consecutive sessions of buy sidecar activations
Risk Note

Risk of technical pullbacks and fatigue following the sharp short-term rally remains, with potential for renewed volatility depending on the FOMC rate decision and Big Tech earnings results.

Last updated: 2026-10-28 16:00:30