DART Decoded

Home Daily Market Sectors Foreign Flows DART Filings Guides About DD DART Decoded Editorial Desk Independent analysis of Korean DART filings & KRX market data  ·  June 22, 2026 A broad global risk-on wave — anchored by Friday's S&P 500 close above 7,500 and Nasdaq's 1.91% surge — carried over into Monday's Korean session, with KOSPI gaining 62.13 points (+0.69%) to close at 9,114.55. The won remained under meaningful pressure at ₩1,537.91 per dollar, a level that historically compresses foreign net buying but did not prevent a return of risk appetite on this particular session, as offshore desks appeared willing to look through FX headwinds in favor of momentum alignment with global peers. Global Tailwinds, Local Caution: Reading Monday's Flows With Wall Street delivering a strong Friday finish and Tokyo's Nikkei jumping 1.55% to 72,353 overnight, the macro backdrop entering Monday's Seoul open was unambiguously constructive. Foreign investors —...

Home Daily Market Sectors Foreign Flows DART Filings Guides About DD DART Decoded Editorial Desk Independent analysis of Korean DART filings & KRX market data  ·  June 22, 2026 Korean semiconductor stocks opened the week under pressure — KOSPI slipped 0.33% to 9,022.41 and KOSDAQ shed a sharper 2.05% to 946.73 — even as Wall Street surged (S&P 500 +1.08%, Nasdaq +1.91%) and the Nikkei climbed 1.56% to 72,364. The divergence is telling: domestic investors are rotating caution into a sector whose two global champions are locked in an increasingly asymmetric battle for high-bandwidth memory supremacy, while the won's continued weakness (USD/KRW: 1,537.88) compresses import costs for chipmakers but squeezes equipment vendors paying dollar-denominated components. The HBM3E Yield Divide — and What It Means for Market Share SK Hynix (KOSPI:000660) has spent the better part of eighteen months consolidating its pole position in HBM3E, the current-generation, 12-layer stack...

Home Daily Market Sectors Foreign Flows DART Filings Guides About DD DART Decoded Editorial Desk Independent analysis of Korean DART filings & KRX market data  ·  June 22, 2026 Friday, June 19, 2026 A sharp divergence defined Korean equities at the close on Friday: the blue-chip KOSPI barely flinched, slipping just 0.13% to 9,052.42 , while the small- and mid-cap KOSDAQ suffered its worst single-session drop in weeks, tumbling 3.43% to 966.59 — erasing the index's year-to-date gains from the 1,000 handle and raising questions about whether retail-heavy momentum names have finally run out of road. KOSDAQ –3.43% | KOSPI –0.13% | USD/KRW 1,529.10 | S&P 500 +1.08% (overnight) KOSDAQ Cracks While KOSPI Holds the Line The 330-point spread between the two indices' daily moves is striking. The KOSDAQ sell-off was broad-based across tech hardware, biotech, and early-stage industrials — precisely the names that had outperformed through May on domestic retail ...

Home Daily Market Sectors Foreign Flows DART Filings Guides About DD DART Decoded Editorial Desk Independent analysis of Korean DART filings & KRX market data  ·  June 21, 2026 Friday Close: KOSDAQ shed 3.43% — its steepest single-session drop in weeks — while KOSPI barely flinched, closing off just 0.13%. The won slid past 1,530 against the dollar, underscoring a risk-off tone that hit small-caps hardest heading into the weekend. KOSDAQ Crushed; KOSPI Largely Unmoved Friday's session told two very different stories depending on which board you were watching. KOSPI (close: 9,052.42, –0.13%) essentially flatlined, with blue-chip heavyweights providing enough ballast to absorb selling pressure. KOSDAQ (close: 966.59, –3.43%) was a different matter entirely — a 34-point collapse dragged the tech-and-biotech-heavy index decisively back below the 1,000 mark, a level it had been fighting to defend. The divergence of nearly 330 basis points between the two indices in a ...