KOSPI at 2,500: Why Is Trading Value Like This? | CEO Ha Chang-wan of Habono's Stock Story

Summary

In this market-opening show, CEO Ha Chang-wan discusses a quiet KOSPI at the 2,500 level with unusually low trading value and a market waiting for FOMC. He argues the AI speed-control controversy is noise, favors Korean memory semis on dips, and highlights short-term rotation themes in telecom equipment, optical communications, power infrastructure/nuclear, and event-driven software/security. He also gives relative preferences for Samsung Electronics common over preferred and Hyundai Motor preferred for dividends.

• KOSPI trading value was only 16 trillion won at the 2,500 level, with deposits rising and investors waiting for FOMC.
• AI speed-control talk is treated as a noisy event; GPU demand and the semiconductor cycle remain intact.
• Short-term themes include telecom equipment shortage, optical communications, power infrastructure/nuclear, and robot/camera-module moves.
• Samsung Electronics and SK hynix are favored on dips; SK hynix has a buyback and cancellation catalyst.
• Samsung Electronics common shares are preferred over preferred shares for trading, while Hyundai Motor preferred is preferred for dividends.
• FOMC, rates, oil/war headlines, crypto/stablecoins, and webtoon/drama moves are discussed but not given clean directional calls.