A sideways market scarier than a downtrend has begun... Samsung Electronics, SK Hynix, will exhaust you then explode 'at this time' | CEO Kim Min-soo

Summary

Kim Min-soo of Lemon Research joins host Park Hyun-sang to discuss the Korean market after a sharp intraday reversal. He argues the KOSPI is entering a frustrating 6,000-7,300 box that could last into September or Chuseok/October, making it more dangerous than a downtrend. He remains constructive on the AI/memory cycle and gives specific trading levels for Samsung Electronics and SK Hynix, while suggesting rotation into semiconductor equipment/materials, cosmetics, and secondary batteries.

• KOSPI is seen stuck in a wide box with resistance near 7,200-7,300 and support near 6,400, then 6,000.
• The box may persist into September/October around Chuseok and exhaust investors.
• The AI/memory cycle is described as intact, with memory's role unchanged and Nvidia demand signals positive.
• Samsung Electronics chart resistance is around 285,000 won with support near 240,000-250,000 won.
• SK Hynix short-term resistance is around 180,000 won with buyback providing some support.
• Sector rotation is noted in Korean semiconductor equipment/materials, cosmetics, and secondary batteries.
• Chinese CXMT competition is dismissed as a near-term supply threat.