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KOSPI 7,123.33 (+5.56%), Money Flows into Silver, LiDAR, Hydrogen | Daily Briefing 2026-07-22

PickStock Research 2026-07-22T18:00:27 0 좋아요
Published Updated Data as of Source: Based on KOSPI/KOSDAQ close data, global market indicators, and PickStock theme price cache.
KOSPI 7,123.33 (+5.56%), Money Flows into Silver, LiDAR, Hydrogen | Daily Briefing 2026-07-22
Sector Map · 2026-07-22
Sorted by change · KR red up / blue down, US green up / red down
Korea
Energy+3.92%
Industrials+2.83%
Cons. Disc.+1.83%
Tech+1.46%
Materials+1.11%
Utilities+0.66%
Comm.+0.26%
Financials-0.09%
Real Estate-0.10%
Cons. Staples-0.77%
Health Care-2.12%
US
Energy+2.72%
Real Estate+1.62%
Health Care+1.24%
Cons. Staples+0.77%
Financials-0.12%
Cons. Disc.-0.89%
Industrials-0.99%
Materials-1.07%
Comm.-1.27%
Tech-1.55%
Utilities-1.69%

PickStock AI Summary

  • As of market close 2026-07-22, KOSPI 7,123.33 (+5.56%), KOSDAQ 781.96 (+3.80%).
  • Relative strength concentrated in Silver, LiDAR, and Hydrogen energy, while Weak themes were Alternative meat/alternative protein, CMO/CDMO contract manufacturing, and Anti-aging.
  • Data passed index date and theme price cache freshness guards, and single-day signals should be rechecked with next session liquidity.

TL;DR

  • KOSPI 7,123.33 (+5.56%)
  • KOSDAQ 781.96 (+3.80%)
  • Strong themes today: Silver, LiDAR, Hydrogen energy

This note summarizes Korea close on 2026-07-22 with global macro metrics and strength across 100 investment themes, serving as a starting point to gauge next session open flows.

Korea Market Close

IndexCloseChangeChange %
KOSPI7,123.33375.38+5.56%
KOSDAQ781.9628.62+3.80%

Global Macro Snapshot

MetricValueDay Change
VIX (Fear Index)17.50-
US 10Y4.628%-
Dollar Index (DXY)101.12-
KRW/USD₩1,479.70-
S&P 5007,509.20-
Nasdaq25,837.21-
WTI Crude$87.63-
Gold$4,119.30-
Bitcoin$65,941-

Top 3 Strong Themes Today

RankThemeAvg MoveWinners/LosersRepresentative Leader
1Silver+5.82%5/0Hekla Mining (HL) +7.00%
2LiDAR+5.32%8/3Ouster (OUST) +17.00%
3Hydrogen energy+4.91%11/1Bloom Energy (BE) +14.82%

Money clearly rotated into Silver, LiDAR, and Hydrogen energy today, with high average gains indicating a strong thematic move. Confirm the signal with next session liquidity before acting.

Bottom 3 Weak Themes Today

RankThemeAvg MoveWinners/LosersRepresentative Laggar
1Alternative meat/alternative protein-2.46%2/9Kolon Life Science (102940) -17.11%
2CMO/CDMO contract manufacturing-2.20%5/11Kolon Life Science (102940) -17.11%
3Anti-aging-1.59%5/8Kolon Life Science (102940) -17.11%

Weak themes showed selling pressure in alternative protein, CMO, and anti-aging names, with a notable drawdown in the representative stock.

How to View the Next Session

  • TOP 3 theme average +5.35%, capital flows are clear, and trend-following trades are in play. Avoid chasing, consider scaling in.

Do not make trading decisions from a single trading day, combine trends over 5 trading days and macro shifts for judgment.

Read More


Report date: 2026-07-22. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Prices were checked for outliers and date consistency. This is information only, not investment advice or solicitation.

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