Kai Research

📌 Next Week Outlook Summary After a sharp sell-off followed by a dramatic V-shaped rebound, the KOSPI is set to attempt reclaiming and holding the 8,000 level next week (May 25–29). The US Core PCE price index and preliminary GDP due on May 28, along with the possibility of a Samsung Electronics strike, are flagged as the key variables that will determine market direction. Last week, Korean equities delivered a roller-coaster ride before closing the week with strong upward momentum. The KOSPI was pushed down to the 7,053 area early in the week amid a sharp correction, but staged a stunning V-shaped rebound — surging +8.42% in a single session on May 21. With a supportive overseas backdrop, investor attention next week will center on whether the KOSPI can firmly settle above the 8,000 mark. In this weekly preview, we review last week's market action, global trends, themes to watch, and the upcoming economic calendar. 📊 Last Week Market Summary (May 18–22) Both the KOSPI and KOSDAQ...

📌 Next Week Outlook Summary Wednesday, May 20 looms as the pivot of next week for the Korean stock market: NVIDIA's Q1 earnings release and the April FOMC Meeting Minutes are scheduled on the very same day, framing whether the KOSPI re-tests the historic 8,000 line or extends the sharp Friday pullback. The USD/KRW battle around the 1,500 threshold and the Samsung Electronics labor union strike negotiations are set to drive foreign investor flows. 📊 Last Week Market Summary The Korean market made history last week by briefly touching the 8,000 level on the KOSPI for the first time ever, only to be hit by a Friday (May 15) profit-taking tsunami that erased the entire weekly gain in a single session, sending the index down -6.12% that day. The KOSDAQ saw an even sharper weekly drop of -6.85% , and whether the index can defend the 1,100 line will be a key swing factor for next week. Profit-taking near all-time highs is natural, but the fact that a single session wiped out the week...

📌 Next Week Outlook Summary Following last week's stunning +10.54% KOSPI surge, short-term overheating risk has accumulated heading into a heavy macro week. With the US CPI (May 12), Fed Chair confirmation vote (May 13), PPI (May 13) and Retail Sales (May 14) all on deck, elevated volatility looks unavoidable through the entire week. 📊 Last Week Market Summary The Korean stock market displayed an extreme decoupling between KOSPI and KOSDAQ last week. KOSPI broke into all-time-high territory with explosive gains, while KOSDAQ stayed essentially flat. South Korea's total stock market capitalization overtook Canada's to become the world's 7th largest. KOSPI / KOSDAQ Weekly Performance Index Open Close High Low Volume Weekly Change KOSPI 6,782.93 7,498.00 7,531.88 6,741.63 315,925.3만 +10.54% KOSDAQ 1,212.28 1,207.72 1,222.65 1,194.56 526,304.2만 -0.38% Daily Performance Date KOSPI Close KOSPI Change KOSDAQ Close KOSDAQ Change 5/04 (Mon) 6,936.99 +5.12% 1,213.74 +1.79% 5/0...

📌 Next Week Outlook Summary A 'super week' lies ahead with policy decisions from four major central banks (Fed, BOJ, BOE, ECB) and a wave of US Big Tech earnings. KOSPI is expected to test whether it can settle above the 6,500 mark and break through last week's intraday high of 6,557.76 toward fresh all-time highs. 📊 Last Week Market Summary Last week (April 20~24), Korean equities posted a strong rally driven by extended ceasefire momentum and earnings-season expectations. KOSPI closed at 6,475.63 , recording a weekly gain of +4.21% , with the intraday high reaching 6,557.76 — comfortably surpassing the previous all-time high of 6,347.41. KOSDAQ also closed at its weekly peak of 1,203.84 , up +3.15% for the week, reclaiming the psychologically important 1,200 level. Weekly Index Performance (4/20~4/24) Index Open Close High Low Volume Weekly Change KOSPI 6,213.92 6,475.63 6,557.76 6,176.75 430,563.3만 +4.21% KOSDAQ 1,167.10 1,203.84 1,203.84 1,152.34 757,863.7만 +3.15% Da...

📌 Next Week Outlook Summary KOSPI sits just 2.5% below its all-time high (6,347.41) as Korea's earnings season kicks into full gear. SK Hynix, Hyundai Motor and the major financial holdings will report Q1 results, while US retail sales and Fed Chair-Designate Warsh's testimony are expected to determine whether the index can break its previous peak. 📊 Last Week Market Summary Last week Korean equities completed a powerful rebound, climbing 22.5% in just 13 trading sessions from the March 31 low near 5,042. KOSPI jumped +7.92% on the week to close at 6,191.92, while KOSDAQ surged +8.65% to 1,170.04, settling at year-to-date highs. The index now sits only about 155 points below its record. Index Week Open Week Close Week High Week Low Week Volume Weekly Change KOSPI 5,737.28 6,191.92 6,231.03 5,730.23 451,198.3만 +7.92% KOSDAQ 1,076.85 1,170.04 1,170.63 1,074.84 798,510.1만 +8.65% Daily Performance (KOSPI / KOSDAQ) Date KOSPI Close KOSPI Change KOSDAQ Close KOSDAQ Change 04/13 (...