KOSPI -0.14%, Blockchain, HBM, AI Agent Lead Themes | Daily Briefing (2026-07-21)
PickStock AI Summary
- As of the 2026-07-21 close, KOSPI 6,507.47 (-0.14%), KOSDAQ 745.26 (-0.58%).
- Relative strength concentrated in Blockchain/Crypto, HBM Memory, and AI Agent themes, while weakness showed in ESS Energy Storage, Alt-protein, and CMO/CDMO.
- Data uses indices with a freshness guard for theme price caches, and single-day signals should be reconfirmed with next session order flow and volume.
TL;DR
- KOSPI 6,507.47 (-0.14%)
- KOSDAQ 745.26 (-0.58%)
- Top themes today: Blockchain/Crypto, HBM Memory, AI Agent
This note summarizes the Korea market close on 2026-07-21, plus a global macro snapshot and strength across 100 investment themes. Use it as a starting point to read next session open flows.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,507.47 | -8.80 | -0.14% |
| KOSDAQ | 745.26 | -4.38 | -0.58% |
Global Macro Snapshot
| Indicator | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 17.48 | - |
| US 10Y | 4.598% | - |
| Dollar Index (DXY) | 100.94 | - |
| KRW/USD | ₩1,475.93 | - |
| S&P 500 | 7,443.28 | - |
| Nasdaq | 25,508.07 | - |
| WTI Crude | $82.19 | - |
| Gold | $4,064.40 | - |
| Bitcoin | $66,186 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Return | Up/Down | Top Performer |
|---|---|---|---|---|
| 1 | Blockchain/Crypto | +3.12% | 11/2 | Galaxy Digital (GLXY) +9.39% |
| 2 | HBM Memory | +2.53% | 12/5 | SK hynix (SKHYV) +10.45% |
| 3 | AI Agent | +2.39% | 12/0 | Samsung Electronics (005930) +6.15% |
Flows tilted toward Blockchain/Crypto, HBM Memory, and AI Agent themes, led by Galaxy Digital, SK hynix, and Samsung Electronics.
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Return | Up/Down | Top Laggard |
|---|---|---|---|---|
| 1 | ESS Energy Storage | -3.67% | 8/5 | Eos Energy Enterprises (EOSER) -66.15% |
| 2 | Alt-protein | -2.61% | 2/9 | Kolon Life Science (102940) -29.90% |
| 3 | CMO/CDMO | -2.17% | 5/11 | Kolon Life Science (102940) -29.90% |
Selling pressure concentrated in ESS, Alt-protein, and CMO/CDMO, with notable declines at Eos Energy Enterprises and Kolon Life Science.
How to View the Next Session
- Bottom 3 themes average -2.82%, indicating concentrated selling in weak themes. Short-term bounce is possible after sharp drops, but single-day data does not confirm trend reversal.
Do not base trading decisions on a single trading-day signal. Combine trends of 5 trading days or more with macro changes for judgment.
Read More
- Weekly reports and insights: PickStock Insights
- How to use macro indicators: Three indicators to gauge market temperature
- Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-21. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices were checked for outliers and date consistency. This is information only, not investment advice.
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