Foreigners Sell KOSPI 3 Trillion, Buy KOSDAQ 870 Billion: The Real Reason / Even Amid KOSDAQ Plunge Fear... Now Is the Time to Hold On

[#RealMarket] Foreigners Sell KOSPI 3 Trillion, Buy KOSDAQ 870 Billion: The Real Reason / Even Amid KOSDAQ Plunge Fear... Now Is the Time to Hold On | Hwang Yuhyun Team Leader
Watch on YouTube ↗  |  June 01, 2026 at 11:00  |  26:57  |  815 Money Talk (815머니톡)
Speakers
Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

Hwang Yuhyun analyzes the market divergence between KOSPI and KOSDAQ. He recommends holding Samsung Electronics and SK hynix as core, strongly endorses SK Telecom after its Nvidia AI partnership, and advises KOSDAQ holders to stay patient for a rebound. LG group stocks are favored on dips, while battery and semiconductor equipment sectors lack catalysts.

  • KOSPI rose led by semiconductors; KOSDAQ fell sharply.
  • Foreign investors bought KOSDAQ heavily while selling KOSPI.
  • SK Telecom surged on Nvidia AI partnership; recommended as a buy/hold.
  • KOSDAQ shows potential double bottom; hold for rebound but no new buys yet.
  • LG group stocks have strong momentum; buy on dips.
  • Battery stocks lack near-term catalysts; watch only.
  • Semiconductor equipment names are fundamentally sound but still falling.
  • Key second-half risks include Jackson Hole and major shareholder capital gains tax.
Trade Ideas
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 6:56
Hold KOSDAQ for rebound.
The KOSDAQ market is going through its worst phase but is now passing it. Foreigners are buying, and a double bottom pattern is forming. Investors who are holding KOSDAQ stocks should not sell now but should hold on for a rebound. New buying is not recommended yet, but it is time to hold.
KOSDAQ MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 8:46
Buy LG group on dips.
LG group stocks have strong momentum and hold the most robot-related patents. However, after significant recent gains, investors should consider buying on dips via partial accumulation rather than chasing.
LG Innotek 066570.KS LG CNS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 9:38
Buy SK Telecom for AI partnership.
SK Telecom is recommended because NVIDIA selected it as an AI partner, creating a new narrative. The company's subsidiary Entropic is expected to turn profitable from Q2. This gives SK Telecom a unique AI edge among Korean telcos. The stock broke out to new highs on heavy volume, and investors should hold or add rather than sell.
017670.KS HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 15:50
Hold Samsung and SK hynix.
Samsung Electronics and SK hynix should be held as core portfolio positions. From value, trend, and trading perspectives, they are attractive and their uptrends remain intact. Investors should maintain exposure while trading other stocks around them.
005930.KS 000660.KS MED
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This 815 Money Talk (815머니톡) video, published June 01, 2026, features Hwang Yoo-hyun discussing KOSDAQ, LG Innotek, 066570.KS, LG CNS, 017670.KS, 005930.KS, 000660.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun  · Tickers: KOSDAQ, LG Innotek, 066570.KS, LG CNS, 017670.KS, 005930.KS, 000660.KS