주식하는 사람들의 모임

KOSPI Recovers to 6,800: Started slightly weak but rebounded with strong institutional buying, closing with a 'weak start, strong finish' rally (+0.97%). Awaiting Nvidia Earnings: Ahead of the earnings report from global AI leader Nvidia, major semiconductor stocks (Samsung Electronics, SK Hynix) showed consolidation in the flat range. Nuclear & Power Stocks Surge: Korea Electric Power Corporation surged over +6% on news of potential investment in Westinghouse Electric and expectations for nuclear power expansion. Macro Indicators Stabilize: Falling US Treasury yields, declining oil prices, and a stable Won-Dollar exchange rate (around 1,384 KRW) supported the market's upward trend.

Mixed performance in semiconductor blue chips: Major semiconductor stocks faced downward pressure during the day due to caution ahead of Nvidia's earnings report and the fading of positive sentiment after the announcement of shareholder return policies. Samsung Electronics reduced its losses towards the end of the trading session, closing flat at 257,000 KRW, the same as the previous day. Hanwha surges (+17.40%): On the first day of trading after its demerger, the stock closed at 118,100 KRW. Reduced discount on the holding company due to the transfer of unlisted subsidiaries and expectations of enhanced shareholder returns acted as positive catalysts. HatchTech plummets (-39.43%): As a newly listed KOSDAQ stock, it closed at 13,930 KRW, falling below its IPO price of 23,000 KRW on its debut. Focus on market volatility: Foreign media outlets like The Wall Street Journal (WSJ) have highlighted the recent high volatility in the domestic stock market and the trend of retail investor dominance, drawing attention to the extreme fluctuations in the market. (I used AI to help write this as it's difficult for me to do it regularly.)

Posting again after a while. While the KOSPI closed with a slight increase today, the KOSDAQ couldn't avoid a drop of about 5%. The KOSPI was strongly led by Samsung Electronics and Hynix. I thought the stock price would rise after Samsung announced its biggest shareholder return yet, but it entered a correction and closed lower in after-hours trading. Today, foreigners, institutions, and individuals all showed strong selling pressure. In the next session, individuals are expected to lead, with foreigners selling. In terms of sectors, insurance saw a significant increase, and in terms of themes, local currency areas saw a big rise, while the energy equipment sector experienced a sharp decline.

Today is an alternative public holiday, so the Korean stock market is closed, but the US market is open.

Today, semiconductor and electricity-related stocks continued their upward trend, likely influenced by the US market. Automotive stocks also saw a significant surge. While some stocks facing delisting hit the upper limit today, others experienced the lower limit. Gaming stocks appeared weak.

Hoping stocks go up a lot! Let's all rise and live happily together!