[July 26, 2021 PM Broadcast Full View] Domestic Stock Market "Fluctuates" 8% in One Day, Today it Rises! But KOSPI's Humiliation After Setting New Records... #1 in Global Decline

Summary

On a volatile day where KOSPI rebounded 3.56% after recent heavy losses, several fund managers discussed the market bottom, semiconductor leadership, and individual stock ideas. Key themes included the memory-demand impact of China’s Kimi K3 model, Samsung Electro-Mechanics valuation, a forced semiconductor bounce led by SK hynix, and select recovery plays in robotics, cosmetics, and Hyundai Motor. Most speakers leaned cautiously bullish but stressed that the full turn depends on upcoming Big Tech earnings and the July FOMC.

• KOSPI bounces 3.56% to 6,747 after days of heavy selling; KOSDAQ up only 0.5%, showing continued relative weakness.
• Kim Jang-yeol argues Kimi K3’s open-weight structure actually increases memory demand, benefiting Samsung Electronics and SK hynix.
• Samsung Electro-Mechanics poised for strong earnings growth; two analyst reports with diverging targets both suggest upside from 130k won.
• Park Byung-chang insists holding semiconductors is mandatory for any market rebound and reveals he is accumulating KOSDAQ index for a policy-triggered snapback.
• Rainbow Robotics rises on Samsung’s new robotics division and data strategy; seen as a proxy for both Samsung and Tesla Optimus themes.
• Hyundai Motor, down ~50% without fundamental change, is called a strong bounce candidate by both Park Byung-chang and Hwang Yoo-hyun.
• Hwang Yoo-hyun sees SK hynix forming a technical bottom with a 230k won retracement target, and notes DS Asset Management’s new KOSDAQ Active ETF heavily weights semiconductor equipment.
• Lee Ji-hwan believes the semiconductor sell-off was exaggerated by US option expiry dynamics and that foreign buying is now returning.