Is there a hidden positive factor? The real reason foreigners furiously bought from 11 AM… If you hold Samsung Electronics and SK Hynix, do 'this'

[#UrgentMarketUpdate] Is there a hidden positive factor? The real reason foreigners furiously bought from 11 AM… If you hold Samsung Electronics and SK Hynix, do 'this' | Director Park Hyun-sang
Watch on YouTube ↗  |  August 26, 2026 at 05:45  |  26:47  |  815 Money Talk (815머니톡)
Speakers
Park Hyun-sang — Deputy Head

Summary

The video discusses the recent extreme volatility in the Korean stock market and the stabilizing effect of foreign investors reducing their selling. Director Park Hyun-sang advises investors to avoid panic selling and to refrain from aggressively buying large-cap tech stocks in the middle of their trading ranges. Instead, he suggests holding core positions, waiting for pullbacks, and looking for rotational opportunities in beaten-down semiconductor equipment stocks once the major chipmakers stabilize.

  • Foreign investors significantly reduced their intraday selling, signaling a potential market stabilization.
  • Samsung Electronics is currently in the middle of its box range, making it a hold rather than an aggressive buy.
  • SK Hynix has strong fundamental support from rising HBM prices and could see a short squeeze if it breaks resistance.
  • Nvidia's upcoming earnings are expected to ease market concerns as risks have largely been priced in.
  • Investors should wait for pullbacks in recently surging sectors like nuclear power and cosmetics.
  • Beaten-down semiconductor equipment and substrate stocks are poised to benefit from sector rotation.
Ideas
Park Hyun-sang Deputy Head 6:12
Buy Samsung Electronics only during market dips.
Samsung Electronics is currently trading in the middle of its box range. Despite positive fundamentals like rising NAND prices and stable DRAM, investors should avoid chasing the stock here and instead wait to buy at the bottom of the box range or during market dips.
Park Hyun-sang Deputy Head 8:31
Wait for KEPCO E&C pullback before buying.
KEPCO E&C and the broader nuclear power sector have surged over the past two days. In this technically driven market, investors should be cautious of chasing after a two-day spike and instead wait for a pullback to moving averages before initiating a position, similar to the trading pattern seen in cosmetics.
Park Hyun-sang Deputy Head 10:16
Nvidia's earnings will likely ease market overhangs.
Nvidia's stock has already corrected ahead of its earnings, pricing in potential risks. If the company meets consensus and presents a strong blueprint for Physical AI and Medical AI, it will remove a major market overhang and potentially trigger a rally in related AI sectors.
Park Hyun-sang Deputy Head 17:37
Hold SK Hynix for potential short squeeze.
SK Hynix is supported by strong HBM pricing, which is expected to rise 40-50% next year, protecting overall DRAM margins. Technically, if the stock breaks its two-month resistance at 180,000 won, a short squeeze could quickly drive it to 200,000 won. However, investors should hold existing positions rather than aggressively adding at current levels.
Park Hyun-sang Deputy Head 25:26
Buy beaten-down semiconductor equipment and substrates.
As Samsung Electronics and SK Hynix stabilize and hold their ground, market liquidity will rotate into beaten-down sectors. Semiconductor equipment, materials, and substrate stocks are prime candidates to rebound as they historically follow the stabilization of the major memory chipmakers.
Park Hyun-sang Deputy Head 25:42
Entertainment stocks are bottoming without confirmation volume.
HYBE and the broader entertainment sector are beginning to form a bottom and show positive price action. However, because trading volume remains low and the trend reversal is not yet confirmed, these stocks are currently only rewarding those who bought at the absolute bottom, making them a watch rather than an active buy.
Up Next

This 815 Money Talk (815머니톡) video, published August 26, 2026, features Park Hyun-sang discussing 005930.KS, URA, 052690.KS, NVDA, 000660.KS, Semiconductor substrates, SMH, 352820.KS, Entertainment. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang  · Tickers: 005930.KS, URA, 052690.KS, NVDA, 000660.KS, Semiconductor substrates, SMH, 352820.KS, Entertainment