Name: The Spark of Rebound is Alive... Reasons Why the Rally Can Begin in Earnest | Myeong Min-jun, Park Ga-young, Hwang Yu-hyeon [Stock Beginner Rescue Team]
Uploaded: 2026-07-21T12:30:27+00:00
Duration: 3560 s

Speakers

Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

Hwang Yu-hyeon, Daishin Securities Team Lead, explains that the KOSPI market is forming a bottom after being crushed by ETF leverage unwinding and credit liquidation. Foreigners have aggressively bought futures and recently spot, while credit balances have normalized. From tomorrow, a genuine rebound can begin, with SK Hynix likely to stage a technical bounce, Hyundai Motor offering a robotics catalyst via Boston Dynamics, and semiconductor equipment stocks set to lead the KOSDAQ recovery. He cautions about credit management and holding cash for flexibility.

The selloff was primarily driven by retail ETF leverage unwinding and forced credit liquidation, with evidence of stabilization.
Foreign investors accumulated over 7 trillion won in KOSPI futures and began buying spots from July 8, positioning for a rebound.
KOSPI bottom formation is underway; ETF volatility and credit balances are declining, setting the stage for a rally.
SK Hynix is forming a triple bottom and may deliver a technical bounce to around 230,000 won (50% retracement).
Hyundai Motor is a patient buy ahead of a likely Boston Dynamics IPO narrative, offering robotics upside.
New DS KOSDAQ Active ETF confirms institutional focus on semiconductor equipment, the only KOSDAQ sector near highs and poised to lead.
Caution: manage credit, hold cash, and use rally phases to trim into resistance; the market is still in a non-trending phase.

Ideas

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 12:51

KOSPI rebound from oversold, bottom forming.

The KOSPI market is bottoming after a brutal selloff driven by ETF leverage unwinding and credit liquidation. Foreign investors have accumulated over 7 trillion won in futures since mid-June and have started buying spots since July 8th. With ETF volatility subsiding and credit balances falling to safe levels, the market is poised for a significant rebound. The index could recover toward 7,500–7,900 as the 'real game' begins.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 13:33

SK Hynix technical bounce to 230k won.

SK Hynix has broken the 30% decline level from its high, but the sharp one-way selling without any bounce is abnormal. A volume spike last week acted as a brake, and the stock is now forming a triple bottom near 180,000 won. A technical rebound to the 50% retracement around 230,000 won is likely, offering about 30% upside. This is a tactical trade within a still-intact downtrend.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 46:45

Semiconductor equipment sector leads KOSDAQ rebound.

On KOSDAQ, the only investable sector is semiconductor equipment and materials. These stocks are already near new highs, and the newly launched DS KOSDAQ Active ETF is heavily overweight them (TSE, PSK, VM, etc.), with zero biotech or battery names. As the market rebound unfolds, this sector will likely lead, making it the core play for KOSDAQ exposure.

This 3PRO TV (삼프로TV) video, published July 21, 2026, features Hwang Yoo-hyun discussing EWY, KS, Korea Semiconductor Equipment Sector. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun · Tickers: EWY, KS, Korea Semiconductor Equipment Sector

The Spark of Rebound is Alive... Reasons Why the Rally Can Begin in Earnest

Summary

Ideas

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