Black Monday's Fear, The One Decisive Positive Factor That Pulled Up The Plunging Market - Korean Stock Market: A Market That Collapses Without Leading Stocks - Until When?

Name: [#RealMarketConditions] Black Monday's Fear, The One Decisive Positive Factor That Pulled Up The Plunging Market.. Korean Stock Market, A Market That Collapses Without Leading Stocks.. Until When? | Hwang Yu-hyeon Team Leader
Uploaded: 2026-05-18T11:00:21+00:00
Duration: 1611 s

[#RealMarketConditions] Black Monday's Fear, The One Decisive Positive Factor That Pulled Up The Plunging Market.. Korean Stock Market, A Market That Collapses Without Leading Stocks.. Until When? | Hwang Yu-hyeon Team Leader

Watch on YouTube ↗ | May 18, 2026 at 11:00 | 26:51 | 815 Money Talk (815머니톡)

Speakers

Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

In this video, Hwang Yu-hyeon, Team Leader at Shinhan Investment, analyzes the extreme volatility in the Korean stock market on May 18, 2026, where the KOSPI dropped 4% intraday but recovered led by Samsung Electronics and SK hynix. He advises focusing on large-cap leaders like Samsung, SK hynix, and Hyundai Motor, while avoiding biotech and overweighting KOSPI relative to KOSDAQ. He highlights the need for resolution of oil prices and Middle East tensions for a sustained foreign buying recovery.

The KOSPI fell 4% early but recovered, driven by Samsung Electronics and SK hynix.
Semiconductor stocks remain the market leaders; AI infrastructure spending is still in early stages.
Biotech and secondary battery sectors are weak; investors should avoid catching the bottom in biotech.
Foreign selling continues but large caps (Samsung, SK hynix, Hyundai Motor) remain resilient.
It is better to overweight KOSPI over KOSDAQ due to weak biotech and battery sectors.
Oil prices and geopolitical risks (Middle East) are key uncertainties affecting the market.
SpaceX's planned June listing could create opportunities but caution is needed on equity-investment plays.

Trade Ideas

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 1:16

Samsung and SK hynix lead the market.

Samsung Electronics and SK hynix are leading the global semiconductor market and acting as a leading indicator for US semi stocks. They are the core holdings that drove the market recovery after the early drop, and investors should hold them despite volatility.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 2:39

Hyundai Motor is a large-cap leader.

Hyundai Motor group stocks are major large-cap leaders that foreign investors will likely buy when they return, making them a safe haven in the current market.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 12:38

Avoid Korean biotech sector.

The biotech sector lacks fundamental support and positive sentiment; even good news leads to profit-taking. The bottom is not confirmed, so investors should avoid trying to catch the bottom.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 18:36

Prefer KOSPI over KOSDAQ.

Given the weakness in biotech and secondary battery sectors, the KOSDAQ is underperforming. It is better to increase the weight of KOSPI relative to KOSDAQ.

This 815 Money Talk (815머니톡) video, published May 18, 2026, features Hwang Yoo-hyun discussing 005930.KS, 000660.KS, 005380.KS, Korean Biotech, EWY. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun · Tickers: 005930.KS, 000660.KS, 005380.KS, Korean Biotech, EWY

Black Monday's Fear, The One Decisive Positive Factor That Pulled Up The Plunging Market - Korean Stock Market: A Market That Collapses Without Leading Stocks - Until When?

Summary

Trade Ideas

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