[Park Sujin's Money Watch] KOSPI rebounds despite headwinds…markets wat...

Image: generated by Gemini

| News Watch= Reporter Park Su-Jin | The recent market concerns about a potential Samsung Electronics strike eased, and with growing hopes for a U.S.-Iran ceasefire, the KOSPI climbed to the 7800 level at the close.

Over the last five trading days on the Korea Exchange, Mirae Industry led gains with an 86.62% increase, while Samsung Electronics recorded the highest trading volume and the ETF market was led by Shinhan Asset Management’s SOL Semiconductor Front-End fund.

According to the Korea Exchange on the 22nd, from the 18th through that date the top gainers on the KOSPI were Mirae Industry(86.62%), followed by ISU Chemical(62.24%), T’way Holdings(61.92%), Samhwa Capacitor(56.44%), and GeneOne Life Science(36.67%).

By trading volume, Samsung Electronics ranked first, followed by GeneOne Life Science, T’way Holdings, Heung-a Shipping, and SK Networks.

Among individual investors’ net purchases, the top buys were SK Hynix, Samsung Electronics, Hyundai Motor, Hyundai Mobis, and Hanhwa Semiconductor; the biggest net sells were Samsung SDI, LIG Defense & Aerospace, SK, Hyundai Marine & Fire Insurance, and Hyundai Engineering & Construction.

In the ETF market, the top performers by return included SOL Semiconductor Front-End(17.07%), RISE Network Infrastructure(14.34%), KoAct Global Quantum Computing Active(14.32%), TIGER 200 IT Leverage(14.24%), and ACE Global AI Customized Semiconductor(13.98%).

The KOSPI ended at 7847.71, up 32.12 points, or 0.41%, from the previous session, and the index is shown on the floor of Hana Bank’s dealing room in Jung-gu, Seoul, on the afternoon of the 22nd. Photo=Yonhap News.

The KOSPI closed at 7847.71, up 32.12 points, or 0.41%, from the previous day’s close of 7815.59.

Samsung Electronics’ planned strike on the 21st was suspended after a tentative labor agreement, and analysts said that eased concerns about disruption to semiconductor production and helped support a rebound in the stock.

Geopolitical risk in the Middle East also appeared to be easing, as Trump said ceasefire talks with Iran were in their final stage. One analyst noted that this could temporarily pull down long-term Treasury yields and calm market anxiety, while also reducing the elevated short-term inflation expectations and the term premium built into long-term rates.

Hyundai Motor Securities said investor sentiment is recovering on hopes for a U.S.-Iran ceasefire and the Samsung Electronics bonus agreement, with gains led by semiconductors, robotics, power equipment, and large electronic parts stocks, while domestic-demand sectors lagged the broader market.

Reporter Park Su-Jin newswatch@newswatch.kr