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KOSPI Falls 2.7% as Chip Stocks Trigger Post‑Chuseok Selloff

Large-cap chip selloff, higher U.S. Treasury yields, heavy foreign selling have pushed the KOSPI off its recent rally.

Overview

  • The KOSPI closed down about 2.7% at 6,889.74 on Sept. 28, ending a four-session winning streak from before the Chuseok holiday.
  • Market losses were led by Samsung Electronics and SK hynix, which each tumbled roughly 5% and heavily weighed on the benchmark because of their large index weightings.
  • Foreign and institutional investors were net sellers by large margins while individual investors were net buyers, producing sizable net outflows reported in the trading session.
  • Elevated U.S. Treasury yields, which rose to around 5.17% during the holiday, squeezed valuations and contributed to profit‑taking that hit rate‑sensitive large caps.
  • The KOSDAQ showed pockets of buying in smaller growth and tech names, Brent crude eased toward about $104 on reports of diplomatic steps on the U.S.‑Iran situation, and the Korean won weakened during the session.