Stock Market Uncertainty Grows, I Also Sold 50% of My Stocks, But the Bull Market Isn't Over, I'll Buy Again at This Time
Stock Market Uncertainty Grows.. I Also Sold 50% of My Stocks. / But, the Bull Market Isn't Over.. I'll Buy Again "At This Time" [#MasterMoneyLegend] Best Income Chairman Nam Seok-gwan
Speakers
Nam Seok-gwan
— Chairman
Summary
Nam Seok-gwan, Chairman of Best Income, discusses extreme market volatility, foreign selling, and his personal decision to sell 50% of his stock holdings due to overvaluation and rate hike risks. He advises reducing exposure now but plans to re-enter after earnings confirmation and when US semiconductors stabilize, as the bull market is not over.
- KOSPI experienced extreme intraday swings of 400 points.
- Foreign investors have been net selling Korean stocks heavily, with retail investors absorbing the selling.
- Samsung Electronics and SK hynix have surged 5-10x from lows, raising overvaluation concerns.
- Nam Seok-gwan reduced his equity exposure by 50% to manage risk.
- He plans to buy back into Korean semiconductors after confirmed earnings and US semi-stock stabilization.
- The bull market is seen as intact but requires resolution of the Iran war and oil price risks.
- Institutional positioning is identified as the key factor for market direction.
Trade Ideas
Reduce equity exposure amid overvaluation risks.
The market is overheated, especially semiconductors like Samsung Electronics and SK hynix, which have risen 5-10x in a year. Combined with risks from potential US rate hikes and unresolved Iran war, the downside risk is significant. He recommends reducing equity exposure and has personally cut his stock holdings by about 50% to manage risk.
Up Next
This 815 Money Talk (815머니톡) video, published May 20, 2026, features Nam Seok-gwan discussing 005930.KS, 000660.KS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Nam Seok-gwan · Tickers: 005930.KS, 000660.KS