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The Bull Market Isn't Over... But Samsung Electronics and SK Hynix Will Enter a Long Correction / Which Stocks Will Lead After the Correction?

The Bull Market Isn't Over... But Samsung Electronics and SK Hynix Will Enter a Long Correction / Which Stocks Will Lead After the Correction? | Rich Dad CEO Jung Jae-ho
Watch on YouTube ↗  |  July 16, 2026 at 07:00  |  26:27  |  815 Money Talk (815머니톡)
Speakers
Jeong Jae-ho — CEO

Summary

Jung Jae-ho, CEO of Rich Dad, argues the Korean bull market is not over but in a correction, with rotation away from overbought Samsung Electronics and SK Hynix into financials and beaten-down quality names. He recommends selling semiconductor leaders on bounces, buying KB Financial and Shinhan Financial on dips, and accumulating NAVER on panic days, while strictly avoiding the secondary battery sector.

  • The Korean stock market remains in a multi-year bull market, currently undergoing a healthy correction.
  • Samsung Electronics and SK Hynix are severely overextended and will enter a long consolidation; reduce exposure on rallies.
  • Global financials are making new highs, with KB Financial and Shinhan Financial identified as new leaders to buy on pullbacks.
  • Beaten-down quality stocks like NAVER offer buying opportunities on extreme fear days.
  • The secondary battery (2차전지) sector including LG Energy Solution is a dangerous trap and should be avoided until previous highs are broken.
  • The speaker emphasizes tracking global sector flows, using long-term moving averages for entry, and disciplined position sizing.
Ideas
Semiconductor leaders face long correction, avoid.
Samsung Electronics and SK Hynix are severely overextended after huge rallies, sitting far above long-term moving averages. Massive retail margin trading (11-12 trillion won) and leveraged ETFs have created a bubble-like crowding. These stocks will now enter a long, painful correction and rest for a long time. Investors should sell on bounces, reduce exposure, and not treat them as the next leaders. Quality large caps will eventually come back, but now is not the time to buy.
Korean bull market intact, correction only.
The Korean stock market is still in a multi-year bull market, not a bear market. The current decline is a healthy correction within an ongoing uptrend; the bull run should last at least 3 years in Korea, similar to long US cycles. The index is consolidating, and money is rotating rather than leaving the market.
Financials become new market leaders, buy.
Global money is rotating into financials, which are making new highs in Taiwan, Japan, and the US. Korean financial and holding companies like KB Financial and Shinhan Financial are rising while semiconductors correct, offering attractive dividends and value. These stocks are buys on dips near long-term moving averages and will lead the next phase of the bull market.
Secondary battery sector a trap, avoid.
The Korean secondary battery sector (2차전지) was a massive retail bubble that collapsed 40–50% from highs. Any bounces are dead-cat moves without real trend; the sector will need 4–5 years of correction and consolidation. Specifically, LG Energy Solution cannot be touched until it breaks above its previous high. Avoid the entire theme to prevent disaster.
Beaten-down NAVER a buy on panic.
NAVER is a quality Korean internet giant that has crashed from a peak of 460,000 won to around 190,000 won. Popular stocks that have been sold off this severely eventually recover. The stock is now cheap enough to buy gradually on panic days, when fear is extreme, without going all in. This is a long-term bounce play as the market rotates away from former leaders.
Up Next

This 815 Money Talk (815머니톡) video, published July 16, 2026, features Jeong Jae-ho discussing 005930.KS, 000660.KS, EWY, 105560.KS, 055550.KS, 2차전지 (Korean secondary battery sector), 035420.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jeong Jae-ho  · Tickers: 005930.KS, 000660.KS, EWY, 105560.KS, 055550.KS, 2차전지 (Korean secondary battery sector), 035420.KS