Korea's Fate Riding on the Big Tech Dragon

Summary

Park Se-ik hosts a daily market briefing, reading viewer comments and newspaper columns. The central investment theme is to ride the dragon by owning leading global Big Tech or the Korean semiconductor supply chain tied to it. He also discusses a contrarian KOSPI/KOSDAQ timing view, oil after Maduro's arrest, and foreign buying of Korean semiconductors, while warning against retail futures and options trading.

• Park Se-ik opens with viewer comments on investing discipline and life.
• The main column compares Big Tech leaders to dragons and argues investors should ride the strongest technology winners.
• The column says Korea is integrated with Big Tech through semiconductor component supply and Korean retail investment in US tech.
• Park Se-ik endorses a flexible Korean market timing view: consensus expects second-half weakness, but a mid-year shakeout and recovery is possible.
• News items cover Lee Jae-myung's China visit, US-China tensions, and North Korea missile launches.
• Another article says Maduro's arrest could spike oil short term, but Venezuelan supply potential may weigh on oil long term.
• Foreign ownership of Korean stocks hit 32.9%, with December buying concentrated in SK hynix and Samsung Electronics.
• Park Se-ik warns that individual investors should avoid futures and options.