KOSPI -10.84% Plunge, mRNA Vaccines, Alzheimer Therapies and LEO Satellites Outperform
PickStock AI Summary
- As of the close on 2026-07-28, KOSPI 6,023.66 (-10.84%), KOSDAQ 705.85 (-7.72%).
- Relative strength concentrated in mRNA vaccines/therapeutics, Alzheimer treatments, and low Earth orbit satellites, while semiconductor equipment, automotive semiconductors, and AI semiconductors were weak.
- Data uses index reference date and fresh theme price cache guards, and single-day signals should be reconfirmed by next-day volume and flow.
TL;DR
- KOSPI 6,023.66 (-10.84%)
- KOSDAQ 705.85 (-7.72%)
- Today's strong themes: mRNA vaccines/therapeutics, Alzheimer treatments, low Earth orbit satellites
This note summarizes the Korean market close on 2026-07-28 along with global macro indicators and strength across 100 investment themes. Use it as a starting point to read next session open flow.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 6,023.66 | -732.09 | -10.84% |
| KOSDAQ | 705.85 | -59.01 | -7.72% |
Global Macro Snapshot
| Indicator | Value | Daily Change |
|---|---|---|
| VIX (Fear Index) | 18.81 | - |
| US 10Y | 4.641% | - |
| Dollar Index (DXY) | 101.49 | - |
| KRW/USD | ₩1,461.28 | - |
| S&P 500 | 7,413.18 | - |
| Nasdaq | 24,932.08 | - |
| WTI Oil | $80.09 | - |
| Gold | $4,046.00 | - |
| Bitcoin | $63,354 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Top Performer |
|---|---|---|---|---|
| 1 | mRNA vaccines/therapeutics | +1.59% | 5/6 | MedPacto (235980) +29.85% |
| 2 | Alzheimer treatments | +1.57% | 6/6 | MedPacto (235980) +29.85% |
| 3 | Low Earth Orbit satellites | +0.79% | 5/2 | Rocket Lab USA (RKLB) +4.74% |
Note the same company, MedPacto (235980), led both mRNA and Alzheimer theme strength today. Rocket Lab USA (RKLB) outperformed within the LEO satellite theme.
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Change | Up/Down | Representative Weak Performer |
|---|---|---|---|---|
| 1 | Semiconductor equipment | -9.58% | 0/15 | AIMOTEC (052710) -16.51% |
| 2 | Automotive semiconductors | -8.90% | 1/10 | LG Innotek (011070) -16.29% |
| 3 | AI semiconductors | -8.37% | 2/12 | SK Telecom (017670) -16.04% |
Selling concentrated in the semiconductor-related themes, with large single-day declines evident.
How to Read the Next Session
- Both markets plunged (KOSPI -10.84%, KOSDAQ -7.72%), so check macro shock indicators. The strength of any rebound on the next trading day will be a breakpoint for trend assessment.
- Bottom 3 average -8.95%, indicating concentrated selling in weak themes. Short-covering rebounds are possible, but do not assume a trend reversal from a single-day move.
Avoid making trading decisions based on a single trading day. Combine 5-day-plus trends with macro changes for judgment.
Further Reading
- Weekly reports and insights: PickStock Insights
- How to use macro indicators: Three indicators to measure market heat
- Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-28. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Generated after checking price outliers and reference dates. This is information only and not investment advice.
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