Why Foreigners Bought 870 Billion Won of Futures Again Today: 'The Bull Market Gets Stronger' / Market Color Is Changing... 'Huge Money Is Rushing to Find New Leading Stocks' | Manager Park Hyun-sang

[#찐시황] 외인이 오늘도 선물 8,700억 산 이유 '강세장은 더 세진다" / 시장 컬러가 바뀐다.. "엄청난 돈 이, 새 주도주를 찾아 몰려든다"ㅣ 박현상 부장
Watch on YouTube ↗  |  February 10, 2026 at 11:00  |  26:19  |  815 Money Talk (815머니톡)
Speakers
Park Hyun-sang — Deputy Head

Summary

Park Hyun-sang, Manager at Yuanta Securities Bucheon Branch, reviews a volatile Korean market day that opened strong but closed weak. He sees the pullback as a normal consolidation within an intact uptrend, highlights foreign futures buying and changing market color toward domestic, high-dividend, bank, insurance, and retail names, and flags pension-fund and KOSDAQ 150 ETF flows as key trading ideas. He also advises keeping core exposure to Samsung Electronics and SK hynix while using satellite positions in new leadership areas.

  • Korean equities opened strong but faded, with volatility lower than recent sessions.
  • Park views the pullback as a needed consolidation rather than a trend break.
  • Foreign buying of KOSPI 200 futures is a key bullish checkpoint.
  • Market color is shifting toward domestic-demand, high-dividend, bank, insurance, and retail stocks.
  • Pension fund net buying is presented as a followable flow signal in small and mid caps.
  • KOSDAQ 150 ETF inflows may create short-squeeze opportunities in high-short-interest constituents.
  • Speculative KOSDAQ battery and narrative-driven small caps can squeeze sharply despite weak fundamentals.
  • Samsung Electronics and SK hynix should remain core, high-weight holdings.
Ideas
Park Hyun-sang Deputy Head 4:24
Korean stocks uptrend; consolidation before stronger rally.
The Korean equity rally is taking a needed pause rather than breaking down. Shallow pullbacks and reduced volatility are helping the market converge, and that consolidation should create room for a stronger move later; rising retail deposits and individual buying on dips also keep the uptrend intact.
EWY KOSDAQ HIGH
Park Hyun-sang Deputy Head 8:11
Daewoo E&C gains on nuclear expectations.
Daewoo Engineering & Construction surged about 25% as the market began looking at neglected domestic names, with the key driver being renewed expectations for nuclear-power projects and newly positive brokerage reports. The stock had lagged the broader rally, making it a focal point of the construction/nuclear re-rating.
047040.KS MED
Park Hyun-sang Deputy Head 8:35
Market rotating to domestic and high-dividend sectors.
Market color is shifting away from crowded technology leaders toward neglected domestic-demand, high-dividend, bank, insurance, and retail names. When the market looks likely to rest, institutions and foreigners tend to seek defensive sectors with decent earnings; the speaker flags this rotation but does not yet give an unconditional buy call.
Korean domestic-demand stocks Korean high-dividend stocks Korean banks Korean insurance 105560.KS MED
Park Hyun-sang Deputy Head 11:24
Foreign futures buying is key bullish confirmation.
Foreign investors bought about 870 billion won of KOSPI 200 futures after previously being extremely short, and the key question is whether those flows continue. Continued foreign futures buying would be a confirmation that the Korean bull market can strengthen further.
KOSPI 200 futures MED
Park Hyun-sang Deputy Head 13:03
Nvidia earnings must validate AI profitability.
Nvidia and AI-linked sentiment improved after Jensen Huang again argued that AI profitability will continue, but the claim still needs to be proven by earnings. Nvidia's late-February report is the key event to watch for validation.
NVDA MED
Park Hyun-sang Deputy Head 19:10
Chinese tourists and BTS extend consumer demand.
Domestic consumer and duty-free/department-store demand may stay stronger into March because Chinese tourists are avoiding Japan and coming to Korea, while BTS-related events in Seoul are already filling hotels and bookings. If inbound tourist data confirm the expectation, the domestic recovery trade can extend; if not, institutions may rotate back to Samsung Electronics and SK hynix.
008770.KS Korean department stores Korean duty-free retailers MED
Park Hyun-sang Deputy Head 20:40
Follow pension fund buying in small caps.
Recent small- and mid-cap surges have often been driven by National Pension Service buying rather than foreign buying. Investors can check daily pension-fund net purchases after the close or after the 10 a.m. update and consider following names that are already up 1-4% with pension support; Korean Air and E-Mart were cited as examples.
003490.KS 139480.KS Stocks with NPS net buying HIGH
Park Hyun-sang Deputy Head 22:09
KOSDAQ 150 inflows drive short-squeeze opportunities.
KOSDAQ 150 ETF buying is likely to continue as pension benchmarks and active ETF creation shift more money into the index. Within those inflows, the best opportunities may be laggard constituents with high short interest, because short covering can make their advances especially sharp.
KOSDAQ 150 ETF High-short-interest KOSDAQ 150 constituents HIGH
Park Hyun-sang Deputy Head 22:58
Speculative KOSDAQ small caps can short squeeze.
Some lower-quality KOSDAQ small caps, including secondary-battery names that suddenly attach space or solar narratives, can explode higher regardless of weak earnings and very high valuations. The speaker warns that these moves are fast and hard to justify fundamentally, but advises keeping flexibility for violent short squeezes when narrative and supply align.
High-short-interest KOSDAQ small caps Korean secondary battery stocks MED
Park Hyun-sang Deputy Head 25:23
Semiconductors remain core high-weight holdings.
The existing semiconductor leaders should remain the core portfolio holdings. Samsung Electronics and SK hynix are still strong and deserve high weight; the rotation into new sectors should be treated as a satellite effort to add alpha rather than a replacement for the core.
005930.KS 000660.KS HIGH
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This 815 Money Talk (815머니톡) video, published February 10, 2026, features Park Hyun-sang discussing EWY, KOSDAQ, 047040.KS, Korean domestic-demand stocks, Korean high-dividend stocks, Korean banks, Korean insurance, 105560.KS, KOSPI 200 futures, NVDA, 008770.KS, Korean department stores, Korean duty-free retailers, 003490.KS, 139480.KS, Stocks with NPS net buying, KOSDAQ 150 ETF, High-short-interest KOSDAQ 150 constituents, High-short-interest KOSDAQ small caps, Korean secondary battery stocks, 005930.KS, 000660.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang  · Tickers: EWY, KOSDAQ, 047040.KS, Korean domestic-demand stocks, Korean high-dividend stocks, Korean banks, Korean insurance, 105560.KS, KOSPI 200 futures, NVDA, 008770.KS, Korean department stores, Korean duty-free retailers, 003490.KS, 139480.KS, Stocks with NPS net buying, KOSDAQ 150 ETF, High-short-interest KOSDAQ 150 constituents, High-short-interest KOSDAQ small caps, Korean secondary battery stocks, 005930.KS, 000660.KS