Daily Briefing (English)

2026-10-02 · KOSPI & Nasdaq
Headline

KOSPI Reclaims 7,000 Mark on Institutional Buying; KOSDAQ Takes a Breather

Key Takeaways
  • The KOSPI rebounded above the 7,000 level, closing up 0.46% at 7,003.74, driven by institutional net buying.
  • The KOSDAQ took a breather following the previous session's over 4% surge, slipping 0.11% to 893.29 amid foreign selling.
  • The USD/KRW exchange rate closed in the lower 1,350 won range amid intraday downward pressure, easing FX market volatility.
Highlights

KOSPI

The index rebounded on solid institutional net inflows, though selling by foreign and retail investors capped further gains, leading to selective momentum centered on mega-cap semiconductor and secondary battery names.

Highlights

KOSDAQ

The index closed slightly lower due to profit-taking following yesterday's sharp rally alongside foreign net selling; secondary battery shares gained while select semiconductor equipment and materials names faced corrections.

Highlights

NASDAQ

The index closed marginally lower (-0.25%) in the previous session amid mixed tech performance under macro headwinds, including volatile U.S. long-term Treasury yields and rising crude oil prices.

Today's Watchlist
  • Volatility in U.S. Treasury yields and policy rhetoric from Federal Reserve officials.
  • Earnings guidance and preliminary earnings releases from key market bellwethers, including Samsung Electronics.
  • The potential impact of Middle East geopolitical tensions and rising global oil prices on domestic inflation and trade balance.
Risk Note

Persistent net selling by foreign investors alongside volatility in long-term bond yields could amplify short-term market fluctuations, warranting staggered positioning and risk management.

Last updated: 2026-10-02 16:00:14