[Foreign Client Market Feedback | Korean Stock Market 2026-07-28]: Semiconductor Sentiment Sharply Deteriorates, Triggering Systemic Selling

English summary

On that day, the Korean stock market fell sharply, with KOSPI closing at 6,023.7 points, down 10.8%; KOSDAQ closed at 705.9 points, down 7.7%. Foreign client feedback indicated that selling pressure spread rapidly during trading, with both indices once triggering circuit breakers, and market risk appetite contracting sharply. [Firecracker] From a capital flow perspective, foreign investors net sold 5.75 trillion Korean won in the KOSPI market, the core pressure for the day's decline; retail investors contrarian net bought 5.23 trillion won, and domestic institutions net bought slightly 512 billion won. KOSDAQ capital flows were relatively moderate, with foreign investors net buying slightly, domestic institutions net selling, and retail investors absorbing somewhat. At the individual stock level, Samsung Electronics fell 13%, SK Hynix fell 14%, SEMCO fell 17%, with semiconductor equipment, components, IT hardware, power infrastructure, and battery sectors all weakening. ...