Historical Surge Confirms the Low Point… What Is This Week's Market Outlook? | Park Byeong-chang, CEO of MP Partners

Historical surge confirms the low point… What is this week's market outlook? | Park Byeong-chang, CEO of MP Partners [Market Inside]
Watch on YouTube ↗  |  August 03, 2026 at 00:00  |  47:22  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, CEO of MP Partners, reviews the Korean market after a historic surge that confirmed the low point. He expects near-term profit-taking but sees KOSPI targeting 7,500. He is bullish on Samsung Electronics and SK hynix on LTA-driven earnings and memory supply shortages, and highlights undervalued Korean robot parts makers set to benefit from China's robot boom. Risks include rising US yields and yen carry trade unwinding.

  • KOSPI low confirmed after foreign buying explosion; first upside target 7,500.
  • Memory chip makers Samsung Electronics and SK hynix favored on long-term supply deals and persistent supply shortage.
  • Nomura sharply upgraded profit forecasts for Samsung Electronics following LTA details.
  • Chinese robot leader Unitree's IPO highlights undervaluation of Korean robot component stocks.
  • Korean actuator and robot parts suppliers are direct beneficiaries of China's mass robot production.
  • Rainbow Robotics and Robotis named as specific robotics plays in the market.
  • US big tech shows AI monetization divergence: cloud-service giants up, hardware-focused down.
  • Watch risk from yen carry unwind if US yields keep rising and BOJ intervenes.
Ideas
Park Byeong-chang Director, MP Partners 9:14
KOSPI low confirmed, target 7,500.
The KOSPI low point has been confirmed after Friday's historic surge with heavy foreign and institutional buying. The market is expected to digest profit-taking near term and then resume upward, with a first target at 7,500. A fast move to 7,500 would be bullish because it would move support higher; even if a correction follows, the previous lows are unlikely to break.
EWY HIGH
Park Byeong-chang Director, MP Partners 25:33
Memory supply shortage lifts Samsung, SK hynix.
Korean memory semiconductor stocks Samsung Electronics and SK hynix are bullish due to long-term supply agreements (LTA) that improve cash flow and visibility, a persistent supply shortage that Nomura forecasts will worsen through 2027-2028, and large upward earnings revisions. The LTA details announced in conference calls were well received, and near-term price targets are the pre-crash levels from July 23-24 (for SK hynix near 200,000 won).
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 39:20
Korean robot parts benefit from China boom.
Korean robotics parts companies are undervalued relative to Chinese robot makers like Unitree, which is going public at a high valuation. China's mass production of robots is driving demand for actuators and other components that Korean firms supply, making them direct beneficiaries. Specific names Rainbow Robotics and Robotis are rising as the market starts to recognize this theme.
288490.KQ 108490.KQ MED
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This 3PRO TV (삼프로TV) video, published August 03, 2026, features Park Byeong-chang discussing EWY, 000660.KS, 005930.KS, 288490.KQ, 108490.KQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: EWY, 000660.KS, 005930.KS, 288490.KQ, 108490.KQ