Daily Briefing (English)

2026-07-25 · KOSPI & Nasdaq
Headline

Weekend Market Review: Last Week's Close and Key Events Outlook for Next Week

Key Takeaways
  • On the last trading day (2026-07-24), Korean stock markets closed slightly lower for both the KOSPI and KOSDAQ, while the USD/KRW exchange rate saw a minor downward correction to around 1,463 KRW.
  • As of the weekend (2026-07-25), domestic markets are closed, and US markets closed slightly lower at 24,975.82 amid a mix of rate cut expectations and corporate earnings announcements.
  • Next week, volatility may increase due to scheduled earnings releases from major global tech companies and the release of monetary policy-related economic indicators.
Highlights

KOSPI

Closed at 6,690.62 points on the most recent trading day (2026-07-24) and is currently closed for the weekend. It is necessary to monitor the buying/selling trends of foreign and institutional investors and the market absorption of supply.

Highlights

KOSDAQ

Closed at 748.22 points on the last trading day (2026-07-24) and is currently closed. Diversification of supply and demand in small-and-mid-cap theme stocks and IT component stocks remains a key factor going forward.

Highlights

NASDAQ

Closed slightly lower at 24,975.82 on Friday (local time). Caution regarding big tech earnings and uncertainty over the Fed's interest rate path persist.

Today's Watchlist
  • Nasdaq volatility driven by US big tech earnings and its subsequent impact on domestic tech stocks.
  • The direction of the US dollar following the Federal Reserve's monetary policy meeting and upcoming inflation indicator releases next week.
  • Whether foreign capital returns to the KOSPI/KOSDAQ markets and the potential rebound of domestic semiconductor and secondary battery sectors.
Risk Note

With the exchange rate maintaining a high level in the 1,460 KRW range, it is essential to constantly monitor import price pressures and the risk of foreign capital outflows.

Last updated: 2026-07-25 16:00:13