KOSPI's Illusion Effect: When the Real Bottom Comes, Immediately Liquidate This Stock First

KOSPI's Illusion Effect...When the Real Bottom Comes, Immediately Liquidate 'This Stock' First | Jeongpro, Myeong Min-jun, Park Ga-young, Yu Chang-hee [Stock Beginner Rescue Team]

Watch on YouTube ↗ | July 02, 2026 at 13:00 | 56:07 | 3PRO TV (삼프로TV)

Speakers

Yoo Chang-hee — CEO

Myung Min-jun

Summary

Korean market panel reacts to a sharp selloff in SK hynix (‑15%) and Samsung Electronics, with KOSPI breaking below 7,700. Yu Chang-hee, CEO of Yustak, provides technical and fundamental perspectives on the semiconductor duo, advising patience for holders and incremental buying on further dips, while flagging that Samsung's chart is worse. Myeong Min-jun highlights KOSPI's large‑cap illusion and argues the real bottom and recovery will be led by KOSDAQ, with a tactical buy zone at 7,200 on KOSPI. The panel also identifies immediate liquidations (Hyundai Motor, secondary batteries), profit‑taking on Yujin Tech, a bounce trade in order‑driven heavy/shipbuilding stocks, and a hold for Hanmi Semiconductor.

SK hynix plunges 15% in a single session; panellists see overreaction and advise buying dips, with SK hynix preferred over Samsung Electronics.
Samsung Electronics has a weaker chart with heavy overhead supply and is expected to lag SK hynix on any recovery.
Yu Chang-hee recommends trimming 30‑50% of Yujin Tech, holding Hanmi Semiconductor for a technical bounce, and liquidating Hyundai Motor and secondary battery stocks.
Hanwha Ocean, HD Hyundai Electric and HD Hyundai Heavy Industries had order news but were sold off indiscriminately; considered a bounce opportunity when markets stabilize.
Myeong Min-jun identifies KOSPI 7,200 as a strong monthly support zone to buy aggressively.
KOSDAQ is viewed as the real Korean market; if KOSPI holds, KOSDAQ can rally 200 points to 1,100, outperforming large caps.
Market internals show declining investor deposits and tired sentiment, requiring a fresh catalyst like strong big‑tech earnings or FX stabilization for renewed momentum.

Ideas

Yoo Chang-hee CEO 3:40

Buy SK hynix on sharp dips

SK hynix fell 26% from its high in one week, an overreaction driven by Meta capex fears, Michael Burry effect, and weak fund flows. Historical patterns show a bounce after such a sharp decline, even if a V‑shaped recovery is unlikely. Any further dip, especially toward 215,000–220,000 won, is a strong buy because the company’s fundamentals remain intact and long‑term AI demand is unchanged. For those holding, waiting is the only strategy now; for those underweight, adding is correct.

Yoo Chang-hee CEO 17:00

Samsung Electronics underperforms SK hynix, laggard play

Samsung Electronics is also oversold, down about 20% from its high, but its chart is weaker than SK hynix because a large volume shelf sits overhead, creating stronger resistance. Any bounce in Samsung will likely be more muted, and in July it will struggle to show strong momentum. Nevertheless, if it falls further it becomes a buy for a longer‑term hold, though SK hynix is preferred.

Yoo Chang-hee CEO 23:40

Buy order‑driven shipbuilding/electric stocks on bounce

Stocks that received strong positive order news — Hanwha Ocean and HD Hyundai Electric/Heavy Industries — were dragged down by the broad market selloff today, erasing their intraday gains. If the market stabilizes and sentiment improves, these names are likely to rebound sharply because the fundamental catalysts are intact and the selloff was indiscriminate.

Yoo Chang-hee CEO 34:01

Trim Yujin Tech, protect profits

Yujin Tech has rallied strongly and is now at a level where a significant pullback is possible, potentially toward 120,000 won. Given the broader market weakness and the semiconductor equipment sector losing momentum, it is wise to take 30‑50% profits now and wait for a better re‑entry after the correction.

Yoo Chang-hee CEO 34:53

Hold Hanmi Semiconductor for bounce

Hanmi Semiconductor has fallen sharply and is now near a support level where a technical bounce is likely. While the trend has been damaged, this is not the right level to sell; holding and waiting for a rebound to reassess is the better tactical decision.

Myung Min-jun 50:47

Buy KOSPI if it hits 7,200

If KOSPI falls further to 7,200 points, that level coincides with the monthly 5‑period moving average and has historically been a strong bottom. From there, the index is expected to rebound back toward 8,200 or higher. Therefore, 7,200 is a level to buy aggressively.

Myung Min-jun 51:24

KOSDAQ will outperform KOSPI near term

KOSPI is distorted by Samsung Electronics and SK hynix, creating an 'illusion effect.' The real Korean market is better represented by KOSDAQ. If KOSPI holds here and KOSDAQ shows resilience, KOSDAQ can rally much faster toward 1,100, offering a 200‑point gain. This rotation into small‑ and mid‑caps will drive the next broad market up‑leg, and it is the more attractive play than the large‑cap heavy KOSPI.

Yoo Chang-hee CEO 54:47

Liquidate Korean secondary battery stocks

Secondary battery stocks have been in a sustained downtrend and remain among the weakest segments of the Korean market. They should be cleared from portfolios rather than held for a recovery.

Yoo Chang-hee CEO 54:51

Sell Hyundai Motor, switch to strength

Hyundai Motor is in a structurally poor position as the global auto sector remains weak and its technical chart has broken down. It is one of the stocks that should be liquidated, especially among continuously weak names. Better to switch capital to stronger sectors.

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This 3PRO TV (삼프로TV) video, published July 02, 2026, features Yoo Chang-hee, Myung Min-jun discussing 000660.KS, 005930.KS, 042660.KS, 267260.KS, 329180.KS, 084370.KQ, 042700.KS, EWY, KOSDAQ Index, Korean secondary battery stocks, 005380.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Yoo Chang-hee, Myung Min-jun · Tickers: 000660.KS, 005930.KS, 042660.KS, 267260.KS, 329180.KS, 084370.KQ, 042700.KS, EWY, KOSDAQ Index, Korean secondary battery stocks, 005380.KS