Defense and Bio Lead, KOSPI -5.72% and KOSDAQ -5.32% Close
PickStock AI Summary
- As of the 2026-07-24 close, KOSPI 6,690.62 (-5.72%), KOSDAQ 748.22 (-5.32%).
- Relative strength concentrated in defense/defense industry, bio/pharma, and CMO/CDMO contract manufacturing, while weakness centered on secondary battery/battery, ESS energy storage, and electric vehicles.
- Data uses only records that passed index date and theme price cache freshness checks, and single-day signals should be reconfirmed by next-day volume and flows.
TL;DR
- KOSPI 6,690.62 (-5.72%)
- KOSDAQ 748.22 (-5.32%)
- Strong themes today: defense/defense industry, bio/pharma, CMO/CDMO contract manufacturing
This briefing summarizes the Korean market close on 2026-07-24, global macro indicators, and the strength of 100 investment themes. Use it as a starting point to gauge next session opening flows.
Korean market close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,690.62 | -406.27 | -5.72% |
| KOSDAQ | 748.22 | -42.06 | -5.32% |
Global macro snapshot
| Indicator | Value | Daily change |
|---|---|---|
| VIX (fear index) | 18.78 | - |
| US 10Y | 4.703% | - |
| Dollar Index (DXY) | 101.39 | - |
| KRW/USD | ₩1,463.47 | - |
| S&P 500 | 7,408.30 | - |
| Nasdaq | 25,137.69 | - |
| WTI crude | $89.62 | - |
| Gold | $4,057.60 | - |
| Bitcoin | $65,259 | - |
Top 3 strong themes today
| Rank | Theme | Avg change | Up/Down | Representative strength stock |
|---|---|---|---|---|
| 1 | Defense/Defense Industry | +1.88% | 8/3 | Lockheed Martin (LMT) +10.54% |
| 2 | Bio/Pharma | +1.67% | 11/3 | Samsung Biologics (207940) +10.08% |
| 3 | CMO/CDMO Contract Manufacturing | +1.42% | 11/5 | Samsung Biologics (207940) +10.08% |
In short, despite a broad market drop, flows favored defense and bio-related names. Large gains in individual leaders lifted the theme averages.
Bottom 3 weak themes today
| Rank | Theme | Avg change | Up/Down | Representative weak stock |
|---|---|---|---|---|
| 1 | Secondary battery/battery | -6.89% | 0/12 | Tesla (TSLA) -14.52% |
| 2 | ESS energy storage | -6.53% | 1/12 | Tesla (TSLA) -14.52% |
| 3 | Electric vehicles | -6.45% | 0/14 | Tesla (TSLA) -14.52% |
Weakness concentrated in battery and EV-related names. Tesla's sharp drop weighed on domestic related themes.
What to watch next session
- Both markets plunged (KOSPI -5.72%, KOSDAQ -5.32%), so check macro shock transmission. The strength of any next-day rebound will be the inflection for trend assessment.
- Bottom 3 themes averaged -6.62%, indicating concentrated selling. A short-covering bounce is possible, but do not treat this single-day move as a confirmed trend reversal.
Do not base trading decisions on a single trading-day signal. Combine trends over 5 trading days or more with macro changes before drawing conclusions.
Further reading
- Weekly reports and insights: PickStock Insight
- How to use macro indicators: Three indicators to gauge market temperature
- Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-24. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Data was generated after checking price outliers and index dates. This is information only, not investment advice.
[Correction] An earlier version showed intraday index readings as closing figures; corrected to the confirmed close (KOSPI 6,690.62 -5.72%, KOSDAQ 748.22 -5.32%).
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