Daily Briefing (English)

2026-09-26 · KOSPI & Nasdaq
Headline

Weekend Market Briefing: Tech Tailwinds Amid Domestic Market Closure and Outlook for the Week Ahead

Key Takeaways
  • On Saturday, September 26, 2026, the South Korean stock market was closed for the weekend with no trading activity.
  • As of the most recent trading session on 2026-09-25, domestic markets closed with the KOSPI around 7,080 and the KOSDAQ near 844, supported by strength in semiconductor and large-cap AI stocks.
  • In the U.S., the Nasdaq settled around 27,068 amid easing oil prices and gains across mega-cap tech, turning investor focus toward upcoming global macroeconomic releases next week.
Highlights

KOSPI

Currently closed for the weekend; the most recent close on 2026-09-25 was 7,080.92 (+0.90%). While potential institutional inflows into large-cap chipmakers remain a positive driver, FX volatility remains a key variable.

Highlights

KOSDAQ

Currently closed for the weekend; the most recent close on 2026-09-25 was 844.48 (+1.21%). A rebound led by tech growth equities was observed, though sustainability of institutional and retail flows warrants confirmation.

Highlights

NASDAQ

Showed strong momentum at 27,068.72 (+2.06% estimated) as of the 2026-09-25 U.S. session. Stabilizing crude prices combined with big-tech buying bolstered investor sentiment.

Today's Watchlist
  • Interest rate trajectories following upcoming manufacturing/services PMI and key inflation data releases in the U.S. and major economies
  • Further stabilization in the USD/KRW exchange rate (around 1,359 KRW) and subsequent foreign investor trading flows
  • Earnings estimate revisions across global AI and semiconductor sectors alongside ongoing oil price volatility
Risk Note

Short-term volatility in oil prices and exchange rates may heighten depending on geopolitical developments in the Middle East and Treasury yield fluctuations, warranting disciplined risk management and staggered positioning.

Last updated: 2026-09-26 16:00:14