Samsung Electronics and SK Hynix Stock Price Crash! Retail Diving from 1 PM, Foreigners Bought After 14 Days.. Trump Throws Cold Water on Certain Rebound Tomorrow

Summary

CEO Lee Kwon-hee analyzes a heavy sell-off in Samsung Electronics and SK Hynix, blaming accumulated retail stress and Hormuz geopolitical fears. He highlights a critical shift: foreigners turned net buyers for the first time in 14 days across KOSPI, KOSDAQ and futures, which he sees as a powerful signal for a sharp near-term rebound despite a late Trump headline that briefly derailed optimism. He advises holding the major semis, warns against panic selling, and points to a speculative blow-off in small Kumho group stocks as a clear sell. He also notes a possible near-term decline in US 10-year yields after tonight's auction.

• Foreign investors turned net buyers in Korean equities after 14 consecutive days of selling, signaling a potential trend change.
• Retail investors panicked and dumped heavily after 1 PM on Hormuz Strait tensions, creating a capitulation pattern similar to the December 24 bottom.
• Lee expects a high-probability near-term rebound for KOSPI and the oversold Samsung Electronics/SK Hynix, with support at 27,000 and 190,000 won.
• He personally bought more Samsung Electronics and urges holders of the two giants not to sell into the weakness.
• Small-cap Kumho Group stocks surged limit-up on speculative rotation; Lee advises selling into the irrational spike.
• A late Trump headline on ending Iran negotiations caused overnight index futures to drop, adding uncertainty but not invalidating the bounce thesis.
• The US 10-year auction tonight could relieve upward yield pressure, allowing yields to dip and bonds to rally.
• Despite the deep correction, Lee maintains that the medium-term uptrend in Korean equities is intact, viewing this as a correction within a bull trend.