Intraday Volatility Due to Leaning into Samjeonnix Leverage… What Should We Watch Out For? | Park Byeong-chang, MP Partners CEO [Market Inside]

Watch on YouTube ↗  |  May 29, 2026 at 00:09  |  40:00  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang discusses the Korean market's strong recovery after intraday volatility, driven by leverage ETFs on Samsung and SK hynix. He highlights sector rotation from semiconductors to power equipment and autos. He recommends buying power equipment stocks on the dip and notes a structural memory shortage supporting Samsung and SK hynix, while also pointing out Oracle's bottom in the US.

  • Korean market showed strong intraday recovery after a sharp drop.
  • Leverage ETFs on Samsung and SK hynix increase intraday volatility.
  • Sector rotation observed: when semis pause, batteries and autos rise.
  • Power equipment stocks are attractive on pullback due to AI data center demand.
  • Memory shortage driven by AI inference to last until 2030, benefiting Samsung and SK hynix.
  • Oracle appears to have bottomed after CapEx concerns.
  • US software stocks gaining attention due to AI demand.
  • National Growth Fund investing in Korean AI chip startups.
Trade Ideas
Park Byeong-chang Director, MP Partners 4:28
Oracle has formed a bottom.
Oracle's stock has bottomed after concerns about CapEx spending (KBX). The price action shows a clear low formation, and the recent 6%+ jump confirms the bottom. This presents a buying opportunity.
ORCL HIGH
Park Byeong-chang Director, MP Partners 25:15
Memory shortage supports Samsung and SK hynix.
The recent listing of 2x leveraged ETFs on Samsung Electronics and SK hynix has caused increased intraday volatility. Investors should be aware of this and avoid being shaken out by sharp intraday moves. It does not change the long-term outlook but requires patience.
005930.KS 000660.KS MED
Park Byeong-chang Director, MP Partners 36:56
Buy power equipment on pullback.
Power equipment stocks like Hyosung Heavy Industries, LS Electric, and HD Hyundai Electric have pulled back due to a report suggesting energy shortage is easing. However, this is noise; the underlying demand from AI data centers remains strong. Therefore, the pullback should be used to accumulate these stocks.
298040.KS 010120.KS 267260.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 29, 2026, features Park Byeong-chang discussing ORCL, 005930.KS, 000660.KS, 298040.KS, 010120.KS, 267260.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: ORCL, 005930.KS, 000660.KS, 298040.KS, 010120.KS, 267260.KS