Necessary correction for bigger rally: Reasons to expect KOSPI 20,000 era / Crash battle between retail investors and foreign institutions in futures and spot markets | CEO Lee Kwon-hee

Summary

Lee Kwon-hee, CEO of Wizwave, provides a live market commentary on the Korean stock market on May 12, 2026. He recommends buying power stocks LS Electric and Sanil Electric on pullbacks, holding shipbuilding stocks Samsung Heavy Industries and HD Hyundai Heavy Industries, and highlights Daeduck Electronics and fine-process equipment stocks as beneficiaries. He also discusses the KOSDAQ Premium 100 theme driven by pension fund buying and observes the tug-of-war between foreign institutional selling and retail buying.

• Lee Kwon-hee gives a live commentary as KOSPI approaches 8,000.
• He recommends buying power stocks (LS Electric, Sanil Electric) on dips to 30,000 won.
• He advises holding shipbuilding stocks (Samsung Heavy, HD Hyundai Heavy) due to earnings and breakout.
• He highlights Daeduck Electronics benefiting from memory facility expansion.
• He notes fine-process equipment stocks (HPSP, Park Systems) as structural beneficiaries.
• He discusses the KOSDAQ Premium 100 policy as a catalyst for KOSDAQ rally.
• He observes foreign institutions selling futures and spot but retail buying absorbs selling.
• He remains bullish overall, expecting the market to absorb corrections and continue higher.