Individuals dumped and foreigners bought... Is this a new bull market starting? / Why money is flowing back into secondary batteries | CEO Lee Gwon-hee

Watch on YouTube ↗  |  July 15, 2026 at 07:00  |  18:24  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Young-min — PD

Summary

The video dissects a market session where retail investors dumped nearly 5.8 trillion won, possibly marking a bottom, while foreigners bought heavily. Lee Kwon-hee, CEO, analyzes the technical setup for a V-shaped recovery, stresses persistent volatility, and highlights rebounds in secondary batteries and biotech. He also sets near-term price targets for Samsung Electronics and SK Hynix that would lift the KOSPI to 8,000 points, urging investors not to chase but to wait for safer entries.

  • Retail investors' extreme selling of 5.8 trillion won is interpreted as a capitulation signal that often precedes a bounce.
  • Foreign investors are aggressively buying both spot and futures, supporting the short-term rebound.
  • Technical analysis shows a potential trendline breakout today, but a clean V-shaped recovery is not guaranteed; a W-shaped consolidation is possible.
  • The government's 3% GDP growth target adds a positive macro narrative, though capital market reforms are still needed.
  • Lee Kwon-hee expects Samsung Electronics to reach KRW 300,000 and SK Hynix to KRW 230,000-240,000, which would push KOSPI toward 8,000.
  • Secondary battery and biotech sectors are identified as rebound candidates, with biotech specifically helped by falling interest rates.
  • Investors are cautioned not to chase the rally because volatility is not over and better re-entry points may appear.
Ideas
Lee Kwon-hee CEO, Economist 0:20
Retail panic selling signals market bottom.
Retail investors panic sold nearly 5.8 trillion won on Monday and Tuesday, and historically such extreme individual selling signals a market bottom, leading to a sharp rebound.
Lee Kwon-hee CEO, Economist 15:02
Samsung, SK Hynix to rise significantly.
Samsung Electronics is expected to recover to at least the KRW 300,000 level and SK Hynix to the KRW 230,000-240,000 range, driving the KOSPI index toward 8,000 points.
Lee Kwon-hee CEO, Economist 16:43
Secondary batteries due for a rebound.
Secondary battery stocks collapsed heavily yesterday but are set to rebound today as the overall market bounces, presenting a recovery opportunity in the sector.
Lee Kwon-hee CEO, Economist 16:59
Biotech benefits from falling interest rates.
As interest rate concerns ease and rates fall, biotech stocks stand to benefit; U.S. biotech is already strong, making Korean biotech attractive.
Up Next

This 815 Money Talk (815머니톡) video, published July 15, 2026, features Lee Kwon-hee discussing EWY, 005930.KS, 000660.KS, Korean secondary battery sector, Korean biotech sector. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: EWY, 005930.KS, 000660.KS, Korean secondary battery sector, Korean biotech sector