KOSPI Small-Cap Stocks Enter Bottom Zone, Rebound Potential and Domestic Market Investment Strategy Needed Now

Summary

Park Se-ik analyzes the KOSPI small-cap index bottoming below year-end levels, seeing rebound potential. KOSDAQ also shows a short-term bottom. SM Entertainment rebounds as the World Cup starts, and he recommends buying domestic semiconductor materials and equipment ETFs if U.S. markets dip.

• KOSPI small-cap index at 2,318, well below Dec 2024 close of 2,517, chart shows bottom and buy signal.
• KOSDAQ weekly chart forms long lower tail and positive close, signaling a short-term bottom.
• SM Entertainment sees foreign and institutional buying, with the World Cup acting as a positive catalyst.
• Mid-cap semiconductor materials and equipment stocks are showing strength.
• Recommends adding semiconductor materials/equipment ETFs on any U.S. market weakness.
• Reviews individual stock moves across KOSPI and KOSDAQ, including winners like SKC, Hansol Chemical, and Hyundai Department Store.