Individuals dumped 5 trillion in spot and futures, foreigners storm bought 3.4 trillion - can we expect a bull market next week? | CEO Kim Dong-yeop

Summary

Kim Dong-yeop reviews a strong KOSPI/KOSDAQ session in which foreigners and institutions bought aggressively while individuals sold roughly 4.8 trillion won. He expects a rangebound KOSPI into Chuseok, then a late-September low and October recovery led by Samsung Electronics and SK hynix Q3 earnings. He flags Korean robots, stablecoin/payment stocks, Apple foldable suppliers, Honam semiconductor/power grid names, and U.S.-investment project beneficiaries as key sectors.

• KOSPI and KOSDAQ rose but trimmed gains as individuals sold about 4.8 trillion won across cash and futures.
• Foreigners and institutions bought, including roughly 970 billion won of KOSPI foreign buying and 380 billion won of KOSDAQ foreign buying.
• Tesla's Cybercab launch and Berlin IFA humanoid displays support Korean robot stock interest.
• Stablecoin legislation in the U.S. and Korea is a near-term catalyst for payment/settlement names.
• Apple's upcoming foldable phone event supports foldable materials and parts suppliers.
• KEPCO's proposed 25 trillion won prepayment by Samsung and SK hynix accelerates semiconductor power grid buildout.
• Korea's first U.S. investment package may include gas power, Alaska LNG, SMR, and shipbuilding MRO projects.
• The market is expected to stay rangebound into Chuseok before a late-September low and October rebound.