u/mark000

KOSPI has fallen 42% from its high in a month; SK Hynix earnings triggered a 12% single-day drop; government intervention signals systemic stress. This extreme velocity and leverage (per comments) suggest forced selling and deleveraging cycles, creating a momentum-driven overshoot that can be exploited via short exposure. Short EWY (South Korea ETF) to capture continued downside as the crash unfolds, with potential for further 10-20% decline before stabilization. Government bailout or circuit-breakers could trigger sharp rebounds; leveraged short squeezes; Samsung (15x P/E) and SK Hynix (17x P/E) are already at value levels, which may attract buyers. No other actionable trade ideas in this post.