Lee Jin-woo

SK Hynix's weekly chart shows a sharp, same-angle decline driven by liquidity and crowded positioning rather than deterioration in HBM/AI fundamentals. The speaker says the extreme adjustment is largely done, overbought conditions have cleared, and a rebound is likely; the next key resistance is 1,900,000 won, where the 38.2% retracement and 60-day moving average converge, while the 20-day line is a near-term hurdle.

Hanwha Ocean, a large shipbuilding/defense name, retraced to the 61.8% Fibonacci adjustment level and is bouncing. The stock is roughly halved from its high, but the speaker expects it to trade inside a support and resistance range for now rather than immediately challenging highs, making this a tactical rebound rather than a breakout call.

LS Electric's rally ended with a sharp FOMO-driven selloff, but price stopped exactly at the 200-day moving average and 61.8% retracement support. It is now around the 38.2% retracement of the latest decline with a small upper wick; the speaker says this technical framework is effective for large-cap names that are not controlled by small groups, implying a bounce is underway.

Hyundai Motor fell 56% from its high and is trying to rebound, up about 23% from its low. The speaker notes that the market increasingly treats it as a robot company, but its valuation is only 11-12x trailing and 9-10x forward P/E, which is dramatically cheaper than pure robot stocks; the valuation contrast is the edge.

After pressing the market lower through July, foreign investors have flipped to buying, including multi-trillion-won net buying days and three straight days of buying. The speaker reads Temasek's public Samsung and SK Hynix comments, Bloomberg's 'uninvestable' column, and Morgan Stanley's 'time to buy' call as signs that foreigners want to shake out leveraged retail positions and lift Korean equities. If foreigners are buying from pre-open, non-market-makers should avoid selling that day; with KOSPI at 7,300-7,500, it is still too early to sell.