[RealMarket] Only retail investors who sold in fear were shaken out… The power of 1.5 trillion won in treasury stock that overcame foreigners' 4 trillion won sell-off / Why you shouldn't sell Samsung Electronics and SK Hynix now | Director Park Hyun-sang

[#RealMarket] Only retail investors who sold in fear were shaken out… The power of 1.5 trillion won in treasury stock that overcame foreigners' 4 trillion won sell-off / Why you shouldn't sell Samsung Electronics and SK Hynix now | Director Park Hyun-sang

Watch on YouTube ↗ | August 25, 2026 at 11:00 | 27:56 | 815 Money Talk (815머니톡)

Speakers

Park Hyun-sang — Deputy Head

Summary

Director Park Hyun-sang discusses the dramatic recovery of the Korean market, driven by massive treasury stock buybacks from Samsung Electronics and SK hynix that successfully absorbed heavy foreign selling. He highlights that the market is currently driven by technicals and sector rotation, with strong opportunities emerging in semiconductor equipment, nuclear power, cosmetics, and secondary batteries.

Samsung Electronics and SK hynix announced a combined 1.5 trillion won in treasury stock buybacks, providing a strong market floor.
The KOSPI and KOSDAQ successfully defended their 20-day moving averages despite heavy foreign selling.
Beaten-down sectors like nuclear power surged due to new catalysts and attractive valuations.
Semiconductor equipment and materials stocks are rebounding strongly on solid earnings expectations for the second half.
Cosmetics remain the market's leading sector, offering buying opportunities during short-term dips.
The KOSDAQ index has further upside potential, supported by an improving atmosphere in secondary battery stocks.

Ideas

Park Hyun-sang Deputy Head 0:46

Massive treasury stock buybacks provide price floor.

The announcement of a massive 1.5 trillion won treasury stock buyback by Samsung Electronics and SK hynix provides a strong liquidity floor for the market. This buyback successfully defended the 20-day moving average and absorbed heavy foreign selling, making these stocks a strong buy on dips as the program lasts until early November.

Park Hyun-sang Deputy Head 16:24

Beaten-down nuclear stocks surge on new catalysts.

Nuclear power stocks have been stagnant and heavily beaten down, but they are finally surging. Favorable analyst reports and recent visits by Microsoft executives are acting as fresh catalysts for the sector, prompting a strong rebound from the bottom.

Park Hyun-sang Deputy Head 17:29

Semiconductor supply chain rebounds on strong earnings.

As Samsung and SK hynix stabilize, semiconductor equipment and materials stocks are rebounding strongly. Despite slightly high valuations, their earnings have improved significantly, and expectations for strong performance and orders in the second half of the year justify the upside.

Park Hyun-sang Deputy Head 19:23

Robotics remains favored during broader market recoveries.

Despite high bond yields, the robotics sector surged over 10% today. This demonstrates that robotics remains a highly favored and resilient sector that quickly attracts capital when the broader market recovers.

Park Hyun-sang Deputy Head 19:31

Labor deal and Investor Day provide momentum.

Hyundai Motor has bottomed out and turned around following the successful conclusion of its labor negotiations. While the initial bounce was slightly muted, the upcoming CEO Investor Day is expected to provide further upward momentum.

Park Hyun-sang Deputy Head 20:00

Buy leading cosmetics stocks on short-term dips.

Cosmetics remain the strongest leading sector in the current market. The optimal trading strategy is to buy these leading stocks on short-term dips, such as when they briefly break their 5-day moving averages, rather than chasing them during rallies.

Park Hyun-sang Deputy Head 20:38

Biotech lacks continuity and sustained market leadership.

The pharmaceutical and biotech sector currently lacks continuity, as evidenced by Hanmi Pharm and Hanmi Science giving up massive gains almost immediately. The sector needs sustained leadership to build market excitement, making it a difficult area to trade right now.

Park Hyun-sang Deputy Head 26:14

Improving secondary battery stocks support KOSDAQ upside.

The KOSDAQ index has further room to rise toward the 860-900 point range, largely supported by the improving atmosphere and steady upward movement in major secondary battery stocks like Samsung SDI and LG Energy Solution.

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This 815 Money Talk (815머니톡) video, published August 25, 2026, features Park Hyun-sang discussing 005930.KS, 000660.KS, 000720.KS, 034020.KS, 052690.KS, URA, 092870.KQ, 222800.KQ, 356860.KQ, 067310.KQ, 064290.KQ, ROBO, 005380.KS, 161890.KS, 278470.KS, 008930.KS, 128940.KS, 006400.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang · Tickers: 005930.KS, 000660.KS, 000720.KS, 034020.KS, 052690.KS, URA, 092870.KQ, 222800.KQ, 356860.KQ, 067310.KQ, 064290.KQ, ROBO, 005380.KS, 161890.KS, 278470.KS, 008930.KS, 128940.KS, 006400.KS