600 Billion Won Sold Out in 30 Minutes.. Will It Be the Signal for a KOSDAQ Surge? Purpose of the National Growth Fund? Why Are Quantum Encryption Theme Stocks Dangerous? | CEO Kim Min-soo

[#UrgentMarketUpdate] 600 billion won sold out in 30 minutes.. Will it be the signal for a KOSDAQ surge? "Purpose of the National Growth Fund?" / Why are quantum encryption theme stocks dangerous? | CEO Kim Min-soo
Watch on YouTube ↗  |  May 22, 2026 at 06:00  |  19:59  |  815 Money Talk (815머니톡)
Speakers
Kim Min-soo — CEO

Summary

CEO Kim Min-soo discusses KOSDAQ's rebound, warns that Korean quantum encryption stocks are dangerous and will likely drop, and recommends buying Solid and Global Tax Free on technical setups with clear stop losses. He also comments on MLCC, fuel cells, bio catalysts, and the National Growth Fund's limited direct impact.

  • KOSDAQ rebounds strongly after being suppressed, but volume is insufficient for a sustained rally.
  • Quantum encryption theme stocks are overhyped; avoid them as US funding targets US companies, not Korean.
  • Solid and Global Tax Free offer technical buy setups near support with defined risk-reward ratios.
  • MLCC sector is strong, led by Samsung Electro-Mechanics, but no clear trade recommendation given.
  • Fuel cell stocks (Doosan Fuel Cell, MiNATek) are rising on Bloom Energy news but lack strong conviction.
  • Bio sector has upcoming catalysts (liver, ASCO, diabetes conferences) but faces resistance levels.
  • Foreign selling in KOSPI is heavy but passive inflows could flip if MSCI reclassification occurs.
  • National Growth Fund sold out quickly but direct KOSDAQ investment is limited, more of a sentiment boost.
Trade Ideas
Buy Global Tax Free near 5,700.
Global Tax Free is at a buy level around 5,700 won, with a stop loss at the 200-day moving average (~4,900 won). If volume picks up, the stock can reach the 6,000 won range. It is a beneficiary of increased Chinese tourist spending in Korea, as foreign arrivals are rising.
Buy Solid near 5,700 with stop loss.
Solid is positioned at a technical buy zone around 5,700 won with a stop loss near the 200-day moving average around 4,900 won. If trading volume increases, it could rally to 6,000 won. The stock has been depressed and offers a favorable risk-reward setup for a short-term trade.
Avoid Korean quantum encryption stocks.
Korean quantum encryption theme stocks are dangerous because the US government's quantum investment is directed at US companies (IBM, IONQ, etc.), not Korean firms. The initial hype is likely to fade and these stocks will drop significantly. Investors should avoid them entirely.
Up Next

This 815 Money Talk (815머니톡) video, published May 22, 2026, features Kim Min-soo discussing Global Tax Free, 050890.KQ, Korean quantum encryption stocks. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Min-soo  · Tickers: Global Tax Free, 050890.KQ, Korean quantum encryption stocks