[긴급 시황] 외인 7조 매도 폭탄.. 개인 130조 대기 자금이 다 삼킨다 '폭락장 걱정 마세요' / 날아다니는 현대차 그룹주, 먼저 사야 할 '이 주식'ㅣ김민수 대표

Summary

Kim Min-soo, CEO of Lemon Research, discusses the Korean market's resilience against heavy foreign selling, supported by strong individual liquidity. He highlights the robotics-driven rally in Hyundai Motor Group stocks, naming Hyundai Motor, Mobis, and AutoEver as clear long ideas. He also touches on a consumer rotation, offering a technical swing trade on Pharmaresearch, and notes speculative biotech catalysts but with less conviction.

• Foreign investors sold heavily but individuals absorbed with 130 trillion won in deposits, keeping the market range-bound.
• Kim Min-soo is bullish on Hyundai Motor Group due to robotics adoption and Boston Dynamics IPO.
• Hyundai Mobis is singled out as the strongest robotics beneficiary within the group.
• Hyundai AutoEver is recommended as a leveraged play on the same theme.
• Pharmaresearch is presented as a technical swing trade with defined support and resistance.
• Consumer stocks may see short-term gains from bonus season, but no strong picks beyond Pharmaresearch.
• Biotech catalysts like Kolon TissueGene and ST Pharm are noted but not actively recommended.
• Geopolitical events around Iran and China are seen as uncertain, with only a speculative nod to Boeing.