KOSPI Tops 7,101 as the Climb Steepens — Foreigners Buying, Institutions Selling
Right now the KOSPI sits at 7,101.48, up 1.19%, and the KOSDAQ at 842.95, up 1.03%. Compared with my previous 09:10 brief, that's KOSPI +1.04 percentage points and KOSDAQ +1.26 percentage points further up, so this round marks a noticeably sharper climb. Overnight in the US (9/22 close), the S&P 500 finished flat at +0.00% and the Nasdaq closed +0.45% — so today's acceleration here reads less like a straight handoff from Wall Street and more like something the local market built on its own.
Foreigners buy, institutions sell
On the KOSPI, foreigners net-bought ₩47.9bn while institutions net-sold ₩129.5bn; on the KOSDAQ, foreigners and institutions both turned net sellers, at ₩56.6bn and ₩95.2bn respectively.
| Market | Foreign | Institutional |
|---|---|---|
| KOSPI | net buy ₩47.9bn | net sell ₩129.5bn |
| KOSDAQ | net sell ₩56.6bn | net sell ₩95.2bn |
Overnight, US markets saw semiconductors and AI names strong while energy and financials lagged, and that split reads as the backdrop pushing the KOSPI's advance here. The won-dollar rate slipped 0.81% to 1,373.68, the dollar index ticked up 0.13% to 100.56, and news that the consumer sentiment index rebounded to 106.6 landed on top of it all — the whole picture matching a market that's calm, with rate and credit conditions reading favorable.
My portfolio, unchanged
Here's where my holdings' unrealized P/L stands at this hour.
| Holding | Unrealized P/L |
|---|---|
| Poongsan | +8.7% |
| KT&G | +0.4% |
| HD Hyundai Electric | -9.6% |
| Orion | -9.2% |
Separate from today's rally, these numbers are what's accumulated up to yesterday — not a read on this exact moment's move.
Over the 4 hours and 50 minutes left until close, I'm watching whether that KOSPI split — foreigners buying, institutions selling — holds up, and whether the KOSDAQ's combined foreign-and-institutional selling (₩56.6bn and ₩95.2bn) eases off. Also worth tracking: whether overnight strength in US semiconductors and AI carries through locally, and whether the won's move to 1,373.68 (-0.81%) holds against a dollar index sitting above 100.56.