KOSPI -3.75% Close, Tire/Rubber, Alt-Protein, Dining Out Show Relative Strength | Daily Briefing (2026-07-20)
PickStock AI Summary
- As of market close 2026-07-20, KOSPI 6,564.68 (-3.75%), KOSDAQ 772.17 (-2.48%).
- Relative strength concentrated in tire/rubber, alt-protein, dining/fast-food franchises, while weak themes were ESS energy storage, compound semiconductors (SiC/GaN), and foundry.
- Data passed index date and theme price cache freshness guards, and single-day signals should be reconfirmed by next session's volume and flows.
TL;DR
- KOSPI 6,564.68 (-3.75%)
- KOSDAQ 772.17 (-2.48%)
- Strong themes today: Tire/Rubber, Alt-Protein, Dining/Franchise
This brief compiles Korea market close, global macro indicators, and the strength of 100 investment themes for 2026-07-20. Use it as a starting point to gauge next session's open.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,564.68 | -255.92 | -3.75% |
| KOSDAQ | 772.17 | -19.67 | -2.48% |
Global Macro Snapshot
| Indicator | Value | Day Change |
|---|---|---|
| VIX (Fear Index) | 18.57 | - |
| US 10Y | 4.541% | - |
| Dollar Index (DXY) | 100.72 | - |
| KRW/USD | ₩1,481.39 | - |
| S&P 500 | 7,457.69 | - |
| Nasdaq | 25,520.24 | - |
| WTI Crude | $81.36 | - |
| Gold | $4,026.60 | - |
| Bitcoin | $63,997 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Strong Stock |
|---|---|---|---|---|
| 1 | Tire/Rubber | -0.76% | 2/8 | Goodyear Tire and Rubber (GT) +2.68% |
| 2 | Alt-Meat/Alt-Protein | -0.96% | 3/9 | ADM (ADM) +3.49% |
| 3 | Dining/Franchise | -1.10% | 1/10 | BHC (263920) +8.19% |
Despite broad index weakness, money showed relative preference for these themes today, with tire/rubber and alt-protein retaining buying interest, and dining showing strong idiosyncratic moves in select names.
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Weak Stock |
|---|---|---|---|---|
| 1 | ESS Energy Storage | -6.78% | 1/13 | Eos Energy Enterprises (EOSER) -32.16% |
| 2 | Compound Semiconductor (SiC/GaN) | -5.55% | 1/13 | Wonik IPS (240810) -18.19% |
| 3 | Foundry | -5.08% | 0/11 | SK Siltron (036710) -12.04% |
Selling pressure was concentrated in ESS and compound semiconductors, with the bottom 3 averaging a -5.80% decline, indicating notable downside dominance in weak themes.
What to watch next session
- Both markets plunged (KOSPI -3.75%, KOSDAQ -2.48%), review macro shock impact.
- Bottom 3 average -5.80%, indicating concentrated selling in weak themes.
- Avoid making trading decisions on a single day of data, confirm with trends over 5 trading days and macro developments.
Do not base trading decisions on a single trading day. Combine trends of 5 trading days or more with macro changes for judgment.
Learn More
- Weekly reports and insights: PickStock Insight
- How to use macro indicators: Three Indicators to Measure Market Temperature
- Theme-related stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-20. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices checked for outliers and index date verification. This is information only, not investment advice or solicitation.
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