This Downturn, We Must Find New Leading Stocks | Myung Min-jun, Park Ga-young, Lee Ji-hwan [Stock Beginner Rescue Squad]

Summary

Lee Ji-hwan, CEO of Aurora Investment Advisory, discusses how to navigate the ongoing market correction by holding and trading leading semiconductor stocks like SK Hynix with the help of inverse ETF hedges. He emphasizes that the Korean market is evolving into a developed-market style where leading stocks trend longer, and he highlights bank stocks as the next potential leading group amid rate-hike expectations.

• Today's SK Hynix volume surge and foreign buying signal a tactical buying opportunity near 169,000 won support.
• Inverse ETFs are presented as essential insurance to maintain core long positions through sharp corrections.
• Korea's market is transitioning toward developed-market behavior where leading stocks experience longer uptrends with deeper but buyable dips.
• New leading stocks are likely to emerge from rate-hike beneficiary sectors, with financials named as the top candidate.
• Bank stocks that have broken out after consolidation could deliver 30-50% returns plus dividends over a one-year horizon.
• Investors should focus on buying and trading one or two leading names repeatedly rather than chasing multiple new momentum stocks.
• Intraday timing cues at 9am, 12pm, and 3pm help identify whether professional money is supporting or pressuring the market.