Sharp Drop Reversed! Individuals Absorb 3 Trillion Won Foreign Selling / Hyundai Mobis Stock Surge Reason | CEO Lee Dong-geun

Summary

Lee Dong-geun analyzes a volatile KOSPI session where foreign selling of 3 trillion won was absorbed, leading to a recovery. He highlights robotics momentum driving Hyundai Mobis, SK hynix benefiting from Samsung strike concerns, department store strength from earnings and tourism, and redevelopment plays like Dongyang Express. He advises using volatility to buy leading stocks.

• KOSPI opened sharply lower but rebounded as individuals and institutions absorbed heavy foreign selling.
• Lee Dong-geun attributes the correction to speed adjustment, not a change in direction.
• Hyundai Mobis surged 20% on robotics and governance restructuring catalysts.
• SK hynix rebounded on expectations of benefiting from a potential Samsung strike.
• Department store stocks (Shinsegae, Lotte, Hyundai Dept.) rose on earnings surprises and tourist spending.
• Dongyang Express and Cheonu Express hit upper circuit on Gangnam terminal redevelopment news.
• Sectors like biotech and secondary batteries weakened as robotics and semiconductors rotated in.
• The speaker recommends buying leading stocks on dips amid elevated volatility.