Samjeon-Nix taking a break doesn't mean it's over. The real signal to watch in a correction market | Jung Pro, Park Ga-young, Yoo Chang-hee [Stock Beginner Rescue Team]

Summary

Yoo Chang-hee, CEO of Yustock, discusses the sharp selloff in Samsung Electronics and SK Hynix in after-hours trading, attributing it to won volatility and Broadcom's weak earnings. He remains constructive on Korean semiconductor equipment/materials stocks and favors financial holding companies (KB, Shinhan) over securities firms. He presents technical bounce calls for Samsung Electro-Mechanics and LG Innotek, and advises waiting on Naver ahead of the Jensen Huang meeting.

• KOSPI fell 2.3% but KOSDAQ rose on strong semiconductor materials and telecom equipment stocks.
• SK Hynix's wafer capacity expansion plan drove a surge in semiconductor equipment/materials names.
• Yoo expects a 6-month correction of up to 10% in KOSPI, then a July summer rally.
• He prefers KB Financial and Shinhan Financial over pure securities stocks due to better chart resilience and earnings tailwinds.
• Samsung Electro-Mechanics and LG Innotek are seen as bounce candidates from support levels.
• Naver is at a technical resistance area and worth monitoring after the Jensen Huang meeting.
• Won volatility is the key near-term risk; Yoo expects stabilization after June FOMC and BOJ meetings.
• The overall market is concentrated in semiconductors, but a broader rotation could follow if the won strengthens.