‘August Stronger Second Half’ Still Valid… If Samsung-SKhynix Stabilize, KOSDAQ Leaders Will Emerge from ‘Rising 3 Laws’ | Myeong Min-jun, Park Ga-young, Yoo Chang-hee

Summary

Yoo Chang-hee, CEO of YooStar, shares his outlook and stock picks on a Korean investment show. He argues that August will be stronger in the second half, with KOSDAQ leading while Samsung Electronics and SK Hynix consolidate. He highlights several trading ideas across robotics, biotech, construction, shipbuilding engines, defense, and airlines, underpinned by specific catalysts and technical patterns. He advises investors to hold existing positions, focus on momentum, and avoid chasing random sectors.

• KOSDAQ is outperforming and could challenge 1100–1200 by year-end; the 5-day moving average is key support.
• Samsung Electronics and SK Hynix are cheap and building a base, aided by massive shareholder return plans; patience required.
• SPG shows a bullish technical pattern and benefits from the robot theme highlighted by the UNITREE IPO.
• Alteogen is the biotech leader with strong SC conversion data and earnings; it could lift the broader sector.
• GS Construction rides Gangnam reconstruction expectations and a resilient technical pattern.
• Shipbuilding engine makers (HD Hyundai Heavy, Hanwha Engine, STX Engine) gain from high-margin engine orders.
• LIG Nex1 stands out in defense by recovering a negative earnings shock quickly.
• Korean Air is a macro play on stabilising oil and a stronger won, with upside to mid-30,000 KRW range.
• Overall market is stock-picking driven; sell-offs provide opportunities, but avoid random rotation.