Individuals Cut Losses, Foreigners Accumulate... Is This a Bottom Signal? / The Stocks Moving First Now, Hints for a Rebound Market | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the Korean stock market after a sharp sell-off, highlighting oversold conditions and heavy foreign buying as a potential bottom signal. He analyzes Samsung Electro-Mechanics' valuation and rebound prospects, notes relative strength in semiconductor equipment stocks, and comments on the Alteogen patent dispute news and individual investor behavior.

• Market entering deep correction but not a bear market, with KOSPI oversold and foreign institutions accumulating aggressively while individuals panic-sell.
• Samsung Electro-Mechanics oversold relative to peers, P/E compressed below 50x, seen as a low-price buy opportunity with a likely recovery above the 60-day MA.
• Semiconductor equipment names like PSK, VM, and Techwing show resilience, suggesting the sector may lead a rebound.
• Alteogen dropped sharply on negative patent news related to SC formulation, but the company quickly defended its intellectual property.
• Samsung SDI battery news tied to data center investment lacks immediate follow-through; cosmetics and defense stocks show only short-lived moves.
• Host raises the need for regulatory measures to reduce extreme volatility as algorithmic trading amplifies swings.
• Investor psychology discussed: avoiding hindsight regret and preparing the next action after a stop-loss.