Urgent Market Update: Sharp Rebound After Panic Selling, Foreigners Buying Heavily for Second Day, and the Outlook for Korean Stocks Going Forward

[#UrgentMarketUpdate] Bitter surge... Individuals dumped at the bottom, foreigners are scooping up for the second day / This is how the Korean stock market will flow from now on. | Director Park Hyunsang

Watch on YouTube ↗ | July 15, 2026 at 05:30 | 22:38 | 815 Money Talk (815머니톡)

Speakers

Park Hyun-sang — Deputy Head

Kim Young-min PD — Producer

Summary

After a sharp sell-off, the Korean market staged a violent rebound driven by a US CPI surprise and SK hynix ADR surge. Director Park Hyun-sang explains why foreigners are buying aggressively for a second day, why the worst may be over, and how the market will rotate from semiconductors into beaten-down sectors like secondary batteries, biotech, and semiconductor equipment/materials.

Market rebounds with KOSPI up 7% after a 9% crash, recouping losses.
US CPI surprise and SK hynix ADR surge reignite investor confidence.
Foreigners buy over 2 trillion won for two consecutive days, while retail selling continues.
SK hynix deemed fairly valued with HBM contract re-pricing ahead; Samsung Electronics seen recovering to 300,000 won.
Rotation expected into undervalued secondary batteries and biotech when semiconductors pause.
Semiconductor equipment/materials cycle just beginning; Hanmi Semiconductor's earnings beat supports re-rating.
Korean rate hike expected but viewed as manageable and largely priced in.
Investors advised to buy on dips and not chase immediate spikes; start studying rotation candidates now.

Ideas

Park Hyun-sang Deputy Head 1:42

HBM re-pricing to drive further upside

SK hynix’s 9-10% surge is rational given ADR implied price of 280-290k won, and concerns about HBM pricing slowdown are temporary because HBM contracts will be renegotiated in the fall to reflect current higher prices. The stock’s upward move is not over, supported by strong foreign buying and upcoming big tech earnings.

Park Hyun-sang Deputy Head 2:22

Quick recovery to 300k won target

Samsung Electronics can quickly recover to the 300,000 won level where many investors previously questioned the valuation, as the market rebound is strong and foreign buying persists. Technical resistance at the 60-day moving average around 300k may break once earnings season confirms capex, and the stock remains cheap at current levels.

Park Hyun-sang Deputy Head 3:53

Undervalued batteries to rotate up

Secondary battery stocks, severely beaten down, are extremely undervalued and will benefit from rotation when semiconductor stocks take a breather. They are already showing broad-based gains today, indicating accumulation, and their valuation supports a meaningful rebound.

Park Hyun-sang Deputy Head 4:32

Market bottom likely, rotation starting

The market’s severe sell-off created a washout, and with CPI showing inflation cooling and rate hike fears largely priced in, the worst has likely passed. Foreigners are aggressively buying for two consecutive days with over one trillion won per day, and the index is stabilizing with a 7% bounce, signaling that a positive circulation of earnings-led rotation is beginning.

Park Hyun-sang Deputy Head 15:04

Biotech must catch up in rotation

KOSDAQ's recovery requires biotech stocks to move, and while the leading stock (Alteogen) is still weak relative to the index, it must eventually catch up. The sector is deeply undervalued and will participate in the rotation as semiconductors consolidate during earnings season.

Park Hyun-sang Deputy Head 17:14

Earnings beat clears valuation hurdle

Hanmi Semiconductor posted strong earnings that beat consensus by over 10%, and its prior valuation premium is now justified. The semiconductor equipment cycle is beginning, and while the stock may consolidate after today's 27% surge, the fundamental story supports further upside, making it attractive on pullbacks.

Park Hyun-sang Deputy Head 20:01

Equipment/materials cycle starting, undervalued

The Korean semiconductor equipment and materials cycle is just starting; after extensive underperformance, many stocks in this space are significantly undervalued and poised for a move. He has begun studying the sector and sees hidden opportunities, expecting a full-fledged rally by early August as the semiconductor recovery broadens.

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815 Money Talk (815머니톡) · Jul 15

This 815 Money Talk (815머니톡) video, published July 15, 2026, features Park Hyun-sang discussing 000660.KS, 005930.KS, Korean secondary battery sector, EWY, Korean biotech sector, 042700.KS, Korean semiconductor equipment/materials sector. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang · Tickers: 000660.KS, 005930.KS, Korean secondary battery sector, EWY, Korean biotech sector, 042700.KS, Korean semiconductor equipment/materials sector