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Retail Investors Sold, Institutions Bought…Is This a Rebound Signal? | Park Byung-chang, MP Partners CEO

Retail Investors Sold, Institutions Bought…Is a Rebound Signal Out? | Park Byung-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  July 15, 2026 at 00:35  |  44:11  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, CEO of MP Partners, analyzes the Korean market's sharp sell-off and rebound, highlighting institutional bargain-hunting, retail panic selling, and technical bottom signals. He sees a short-term rebound led by SK Hynix and semiconductors, with opportunities in equipment stocks, financials, and AI power infrastructure, while KOSDAQ remains under pressure. He also discusses the impact of leveraged ETFs and a new K-beauty ETF catalyst.

  • Institutions bought heavily while retail sold 5.7 trillion won, signaling a potential shift in market leadership.
  • SK Hynix formed a dramatic hammer reversal from -9% to +3.69%, giving a strong technical buy signal.
  • KOSPI produced a hammer pattern, suggesting a short-term rebound after the sharp decline.
  • Semiconductor equipment stocks are expected to rally alongside Samsung Electronics and SK Hynix.
  • Financial holding companies held up well, supported by governance reform and rate-hike expectations.
  • AI investment is expanding into power and cooling infrastructure, boosting transformer/electrical equipment stocks like HD Hyundai Electric, LS Electric, and Hyosung Heavy.
  • A US-listed K-beauty ETF is expected to bring fresh inflows into Korean cosmetics and beauty stocks.
  • KOSDAQ is underperforming due to trust erosion from scandals, with declining credit trading balances.
Ideas
Park Byeong-chang Director, MP Partners 7:04
Equipment stocks to rally with semicon rebound
Semiconductor equipment stocks, which had fallen sharply, have a tendency to rally alongside Samsung Electronics and SK Hynix. PSK Holdings already rose double digits yesterday, and other equipment names will likely follow as the semiconductor rebound broadens.
319660.KQ MED
Park Byeong-chang Director, MP Partners 8:38
SK Hynix strong buy signal, structural growth
SK Hynix displayed a powerful bottoming signal with an intraday reversal from -9% to +3.69%, indicating institutional accumulation. Its ADR surged 27% amid new leveraged ETF and options trading, amplifying the move. Long-term agreement (LTA) concerns that could slow near-term OP growth are overblown; in fact, LTAs provide long-term earnings visibility and structural growth. Analysts are raising targets to 420,000 KRW, seeing the pullback as a buying opportunity.
000660.KS HIGH
Park Byeong-chang Director, MP Partners 22:15
Korean market short-term rebound signal triggered
After a sharp sell-off, KOSPI and leading semiconductor stocks formed hammer-like bottom patterns. Institutions (foreign and domestic) bought aggressively while retail investors panic-sold over 5.7 trillion won. The market created a rebound atmosphere in just two days, with SK Hynix giving a clear buy signal. If other sectors also strengthen alongside semiconductors, it would confirm a broader sentiment shift and support a meaningful short-term rebound.
EWY HIGH
Park Byeong-chang Director, MP Partners 23:57
Financials resilient with governance and rate momentum
Korean financial holding companies showed resilience during the sell-off, falling only marginally while other sectors plunged. They have their own momentum from governance reform (corporate value-up program) and expectations of further interest rate hikes, making them relative outperformers in a defensive rotation.
Korean Financial Holding Companies MED
Park Byeong-chang Director, MP Partners 24:44
AI power theme lifts transformer stocks
AI investment scope is expanding from GPUs and HBM to power and cooling infrastructure, creating demand for transformers and electrical equipment. Stocks like HD Hyundai Electric, LS Electric, and Hyosung Heavy are rebounding after sharp declines, signaling renewed institutional interest in this AI thematic sub-sector.
267260.KS 010120.KS 298040.KS MED
Park Byeong-chang Director, MP Partners 29:44
KOSDAQ weak, avoid due to trust erosion
KOSDAQ failed to form a bullish reversal pattern and continues to underperform. Investor trust is eroding due to repeated scandals such as EcoPro's excessive capital increase and HLB's limit-down event. Credit trading balances are steadily declining, indicating that risk-averse retail investors are leaving the market. The index is likely to remain weak in the near term.
KOSDAQ Index MED
Park Byeong-chang Director, MP Partners 40:56
US K-beauty ETF to boost Korean cosmetics
A K-beauty ETF (KBT ETF) is set to list in the US, the first of its kind, allocating over 80% to Korean beauty stocks. This is expected to bring fresh capital inflows to the Korean cosmetics and beauty sector, providing a new catalyst.
KORU MED
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This 3PRO TV (삼프로TV) video, published July 15, 2026, features Park Byeong-chang discussing 319660.KQ, 000660.KS, EWY, Korean Financial Holding Companies, 267260.KS, 010120.KS, 298040.KS, KOSDAQ Index, KORU. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 319660.KQ, 000660.KS, EWY, Korean Financial Holding Companies, 267260.KS, 010120.KS, 298040.KS, KOSDAQ Index, KORU