Global stock markets are holding up... Why is only Korea experiencing a stock market crash on the scale of a financial crisis? / Credit leverage collapse, fear engulfing the Korean stock market | CEO Kim Min-soo

Summary

CEO Kim Min-soo argues the severe Korean stock market crash is purely supply-driven, caused by forced liquidation from leverage ETF regulation and credit margin calls, not by deteriorating fundamentals. While global markets remain stable, Korea's technical oversold extremes signal a sharp rebound once the forced selling exhausts. He identifies contrarian long opportunities in KOSPI and specifically in Samsung Electronics and SK hynix ahead of earnings, as the market has already priced in the worst-case scenario.

• Korean equities plunged due to forced deleveraging from leverage ETFs and margin calls, not fundamentals
• US, Japan, and Taiwan markets held up well, confirming the crash is a local liquidity event
• KOSPI reached extreme oversold levels rarely seen outside crises, with resistance zones around 2,650 and 2,710
• Upcoming earnings from Samsung Electronics and SK hynix are already discounted; a relief rally is likely
• The speaker personally added margin long positions on the panic day, viewing it as a low-risk entry zone
• Tactical advice: buy on extreme dips but reduce exposure on bounces into resistance levels
• Investors are warned against panic selling at the lows or chasing inverse ETFs, as the rebound risk is high