Daily Briefing (English)

2026-07-12 · KOSPI & Nasdaq
Headline

Weekend Market Review and Weekly Outlook Briefing (2026-07-12)

Key Takeaways
  • On the last trading day (July 10), the KOSPI and KOSDAQ closed slightly higher at 7,475.94p and 837.43p, respectively, with the South Korean market currently closed for Sunday (12th).
  • The US NASDAQ index ended the last trading session slightly up at 26,281.61p, driven by inflows into tech-heavy stocks last Friday.
  • Investors need to monitor geopolitical risks and exchange rate volatility (KRW/USD at 1,503.40) over the weekend to prepare for next Monday's market opening scenarios.
Highlights

KOSPI

The index closed at 7,475.94 points on the last trading day (2026-07-10) and is currently closed for the weekend. Attention is focused on changes in institutional supply and demand following next week's interest rate trends.

Highlights

KOSDAQ

The index showed a slightly stronger trend, closing at 837.43 points on the last trading day (2026-07-10), and is currently closed. Volatility driven by individual thematic stock groups may continue.

Highlights

NASDAQ

The index closed at 26,281.61 points on the last trading day, Friday (2026-07-10). The market is currently digesting the impact of speeches by Federal Reserve officials and cooling inflation indicators.

Today's Watchlist
  • Assessing the interest rate path through next week's US retail sales data and public speeches by Federal Reserve officials.
  • Monitoring the outflow and inflow of foreign capital in the domestic stock market as the KRW/USD exchange rate fluctuates in the mid-1,500s.
  • Preparing for divergent sector performances as domestic and international corporate Q2 earnings releases begin in earnest.
Risk Note

As the KRW/USD exchange rate remains at a high level, volatility in the foreign exchange market could exert downward pressure on the domestic stock market, requiring a cautious approach.

Last updated: 2026-07-12 16:00:13