RealMarket: The Downtrend Has Stopped... Reasons to Hold KOSPI Until 7300 / Will Foreigner Selling Bomb Explode Tomorrow? | Hwang Yu-hyun Team Lead

Name: [#RealMarket] The Downtrend Has Stopped... Reasons to Hold KOSPI Until 7300 / Will Foreigner Selling Bomb Explode Tomorrow? | Hwang Yuhyun Team Leader
Uploaded: 2026-08-13T11:00:33+00:00
Duration: 1487 s

[#RealMarket] The Downtrend Has Stopped... Reasons to Hold KOSPI Until 7300 / Will Foreigner Selling Bomb Explode Tomorrow? | Hwang Yuhyun Team Leader

Смотреть на YouTube ↗ | 13 августа 2026, 11:00 | 24:47 | 815 Money Talk (815머니톡)

Спикеры

Hwang Yoo-hyun — Руководитель группы частного банковского обслуживания, NH Investment & Securities

Hwang Yu-hyun reviews the August 13 options expiry session, arguing KOSPI has left its downtrend and can rebound toward 7,300 before any major reassessment. He is constructive on Samsung Electronics and SK Hynix, and sees a stock-picking phase led by semiconductor materials/parts/equipment names and KOSDAQ catch-up. He cautions against chasing vertical sector rallies such as cosmetics, but notes Cosmax may set up on a pullback. - KOSPI is viewed as having exited its downtrend, with a first rebound target near 7,300. - Samsung Electronics is highlighted after breaking its 50-day line and forming a double bottom. - SK Hynix is seen as needing a shareholder-return catalyst but has been receiving foreign buying. - Samsung Electro-Mechanics is noted for a bullish technical reversal despite glass-substrate concerns. - Semiconductor materials, parts and equipment names are favored on 2026 growth and bottoming flows. - KOSDAQ is expected to have more catch-up upside after a V-shaped rebound. - Cosmax is monitored for a pullback cup-and-handle setup, with earnings as confirmation. - The speaker advises against chasing sharp rallies around holidays and options expiry.

Идеи

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 5:37

Samsung Electronics downtrend turn supports longs.

Samsung Electronics rebounded strongly, broke above its 50-day moving average, held its prior downtrend line, and is making a double bottom. The speaker interprets this as a trend-turn attempt that can retest prior highs, although the next leg still needs further technical confirmation.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 5:55

SK Hynix has more upside pending catalyst.

SK Hynix is still below its 20-day moving average but is seen as having more rebound potential than Samsung Electronics once a shareholder-return plan is delivered. Foreigners bought about KRW 1 trillion of SK Hynix on each of the last two days, and the stock is gradually breaking its downtrend, though the speaker expects a rounded bottom with pullbacks rather than a clean V-bottom.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 6:50

Hold KOSPI for rebound toward 7,300.

KOSPI has escaped its downtrend and entered a non-trend/box phase; the realistic first rebound target is 7,300, roughly a 50% retracement of the June-July decline. The speaker says not to sell early before 7,300, but warns that further gains beyond that require external/macro help and will meet resistance from investors reducing positions.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 9:08

Samsung Electro-Mechanics technical reversal is buyable.

Samsung Electro-Mechanics reversed higher despite the glass-substrate removal issue, did not show a volume distribution top, and is forming an inverse head-and-shoulders / higher right shoulder pattern. The speaker sees pullbacks during this formation as possible entry opportunities for investors who do not own the stock, while acknowledging the exact near-term path is uncertain.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 10:51

Korean semiconductor suppliers normalizing; prefer individual strength.

Korean semiconductor materials, parts and equipment names are normalizing after July damage, with 2026 revenue growth expected to be high on average. The speaker points to stock-specific strength: HPSP and TSE were clearly stronger than the market, TES held near flat despite early swings, DB HiTek surged from the bottom, and Doosan Tesna and Hana Micron are showing bottoming flows; he says reviewing these names carefully should be productive.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 13:48

Cosmax pullback may offer cosmetics long setup.

After a vertical rally in the cosmetics sector, the speaker warns against chasing the initial spike, but says cosmetics may still be in an early phase. Cosmax has already pulled back sharply, and if it forms a cup-with-handle base on a pullback, that technical setup can be traded long once earnings confirm the reason.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 14:31

KOSDAQ has further catch-up upside.

KOSDAQ has more room to go despite looking weak relative to KOSPI today; it is pressing against its 50-day moving average and making a V-shaped rebound. The speaker says bottom rebounds are often stronger in KOSDAQ than KOSPI, and with similar maximum drawdowns, KOSDAQ should catch up, especially as the market turns into a stock-picking phase.