The Korean Stock Market at a Crucial Juncture on Monday

The 9/27 edition of Indicator Tracker explains that when the Korean market reopens after the Chuseok holiday, cumulative foreign selling, retail investors' profit-taking, the end of Samsung Electronics' and SK Hynix's share buybacks, and dividend record dates will be variables affecting trading flows. With major moving averages converging near the KOSPI's 7,000 level and quarter-end position adjustments also taking place, the speaker believes it is necessary to check whether the direction of the next trading day continues. He says the US Nasdaq is strong on a weekly basis, but its gains are concentrated in AI and semiconductors, while Japan's Nikkei is relatively weak, making it difficult to assess the Korean market using a US index alone. The US 10-year Treasury yield has risen to 5.2% amid Treasury auctions and the burden of new issuance, while uncertainty surrounding hopes for a Middle East ceasefire and high petroleum-product prices continue to weigh on interest rates and stocks. He notes that Samsung Electronics has relatively favorable dividend expectations and charts, but Hynix must overcome a heavy overhead supply zone around 200 ten-thousand won, and the financial risks of AI infrastructure borrowers such as Oracle and SoftBank require continued monitoring. After the holiday, he advises checking Federal Reserve remarks, US core inflation and employment, and Bank of Japan minutes, while cautioning against simply comparing daily price changes across countries with different market holidays. The host maintains a cash allocation of about 40% through the end of month 9 and watches the KOSPI's 6,800~7,500 range. He holds a positive view of Korean stocks toward year-end but retains a cautious personal view of US and Japanese indices and global interest rates. All directional outlooks are the speaker's conditional judgments, not definitive short-term price predictions.