daily_brief
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KOSPI -5.98% Drop, Ad Tech, Food & Alt-Protein Show Strength
Published
Updated
Data as of
Source: Based on KOSPI/KOSDAQ close data, global market indicators, and PickStock theme price cache.
Sector Map · 2026-07-29
Sorted by change · KR red up / blue down, US green up / red down
Korea
-0.01%
-1.18%
-2.09%
-2.30%
-3.63%
-4.00%
-4.45%
-5.07%
-5.69%
-6.12%
-7.25%
US
+4.47%
+4.37%
+3.57%
+2.66%
+2.14%
+1.79%
+1.34%
-0.33%
-1.59%
-2.08%
-5.36%
PickStock AI Summary
- As of market close on 2026-07-29, KOSPI 5,663.24 (-5.98%), KOSDAQ 662.68 (-6.12%).
- Relative strength concentrated in ad tech, food & beverage, and alt-protein, while weakness was centered in foundry, automotive semiconductors, and semiconductor equipment.
- Data uses index date and theme price cache freshness guards; single-day signals should be reconfirmed by next trading day's volume and flows.
TL;DR
- KOSPI 5,663.24 (-5.98%)
- KOSDAQ 662.68 (-6.12%)
- Top themes today: ad tech, food & beverage, alt-protein
This session (2026-07-29) wraps Korea market close with global macro snapshots and 100 theme strength metrics for a concise start point to judge next session's open.
Korea Market Close
| Index | Close | Change | Change % |
|---|---|---|---|
| KOSPI | 5,663.24 | -360.42 | -5.98% |
| KOSDAQ | 662.68 | -43.17 | -6.12% |
Global Macro Snapshot
| Metric | Value | Daily Change |
|---|---|---|
| VIX (fear index) | 18.19 | - |
| US 10Y | 4.604% | - |
| Dollar Index (DXY) | 101.30 | - |
| KRW/USD | ₩1,450.28 | - |
| S&P 500 | 7,428.78 | - |
| Nasdaq | 24,876.91 | - |
| WTI Crude | $81.62 | - |
| Gold | $4,096.60 | - |
| Bitcoin | $64,342 | - |
Top 3 Strong Themes Today
| Rank | Theme | Avg Move | Up/Down | Leading Strong Stock |
|---|---|---|---|---|
| 1 | Ad Tech | +2.37% | 6/6 | Madup (0039P0) +29.82% |
| 2 | Food & Beverage | +0.99% | 9/5 | Coca Cola (KO) +5.00% |
| 3 | Alt-Protein | +0.49% | 7/4 | Oatly (OTLY) +6.01% |
Bottom 3 Weak Themes Today
| Rank | Theme | Avg Move | Up/Down | Leading Weak Stock |
|---|---|---|---|---|
| 1 | Foundry | -9.50% | 0/11 | Amkor Technology (AMKR) -24.74% |
| 2 | Automotive Semiconductor | -8.77% | 1/10 | Amkor Technology (AMKR) -24.74% |
| 3 | Semiconductor Equipment | -7.89% | 0/15 | A-motech (052710) -15.74% |
What to Watch Next Session
- Both markets plunged (KOSPI -5.98%, KOSDAQ -6.12%), so check macro shock indicators. Next session's rebound strength will be a decision point for trend assessment.
- Bottom 3 average -8.72%, selling concentrated in weak themes. Short-term oversold bounces are possible, but do not assume trend reversals from a single session.
Avoid trading decisions based on a single trading day. Assess changes over 5 trading days or more combined with macro developments.
Read More
- Weekly reports and insights: PickStock Insights
- How to use macro indicators: Three indicators to read market temperature
- Theme stock mindmaps: PickStock Theme Explorer
Report date: 2026-07-29. Data sources: Naver Finance, Yahoo Finance, CNN Fear & Greed. Generated after checking price outliers and reference dates. This is information only, not investment advice or solicitation.
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