Foreigners Keep Selling Amid Rate Concerns… Conditions for a Rebound? | Lee Ju-yeon, CEO of M Investment [Double Check]

Watch on YouTube ↗  |  September 15, 2026 at 01:03  |  50:03  |  3PRO TV (삼프로TV)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

Lee Ju-yeon, CEO of M Investment, reviews a weak but stabilizing Korean market after foreign and institutional selling, with rate uncertainty and upcoming FOMC/BOJ events keeping investors cautious. She favors beaten-down KOSDAQ rate-sensitive sectors, sees memory semiconductor shortages supporting Samsung Electronics and SK hynix, and warns against chasing cybersecurity and Korean stablecoin theme stocks. She also explains why the AI speed-control debate and rate-hike fears may be less bearish than headlines suggest.

  • Korean equities are seen with limited downside as foreign selling nears exhaustion, but FOMC/BOJ uncertainty keeps near-term buying cautious.
  • Rate-sensitive KOSDAQ sectors such as pharma/biotech, robotics, semiconductor equipment/materials, and secondary batteries are favored for a rebound.
  • Samsung Electronics and SK hynix are supported by Citi's raised earnings estimates and a projected HBM/DRAM shortage through 2028.
  • Cybersecurity stocks are treated as an inverse-market hedge that looks overextended after sharp gains.
  • Korean stablecoin-related stocks are seen as too volatile and event-timing dependent to trade easily.
  • AI speed-control and rate-hike concerns are framed as narratives that may not break the broader growth or memory cycle.
Ideas
Lee Ju-hyeon Director, Xangle 2:44
Foreign selling near exhaustion supports Korean equities.
Korean equities look supported because much of the rate-hike uncertainty is already priced, foreign selling is close to exhausted, and individuals plus buybacks are absorbing supply. The speaker expects limited downside and a better chance of recovery, though she advises waiting for FOMC and BOJ before buying aggressively.
EWY KOSDAQ MED
Lee Ju-hyeon Director, Xangle 4:01
Rate-sensitive KOSDAQ sectors poised to rebound.
Rate-sensitive KOSDAQ sectors—pharma/biotech, robotics, semiconductor equipment/materials, and secondary batteries—were among the biggest victims of high interest rates. If rate uncertainty resolves, she expects expectations and fund flows to recover first in these beaten-down areas, and she continues to view these KOSDAQ sectors positively.
XBI Korean Robotics Korean semiconductor equipment/materials Korean secondary batteries HIGH
Lee Ju-hyeon Director, Xangle 8:48
Korean stablecoin theme too volatile to trade.
Stablecoin legislation is lifting US-related names such as Coinbase, but Korean stablecoin-linked stocks are mostly theme plays with high volatility, and the vote timing leaves a very short trading window. She thinks it will be difficult to reflect this event in Korean stocks.
Korean stablecoin-related stocks MED
Lee Ju-hyeon Director, Xangle 9:47
Avoid chasing Korean cybersecurity after sharp rally.
Korean cybersecurity stocks have been the strongest market hedge, rising when the market falls and falling when the market rebounds. After Sands Lab and peers surged, she advises caution on chasing them at current levels; if they correct, funds may rotate into other sectors and market breadth could improve.
Korean cybersecurity sector 419080.KQ MED
Lee Ju-hyeon Director, Xangle 22:32
Memory shortage lifts Samsung, SK hynix.
Citi raised earnings estimates for Samsung Electronics and SK hynix on a sustained-learning theme: AI models need to retain and update more knowledge, requiring substantially more memory. HBM and DRAM shortages are expected to worsen through 2028, with Broadcom as a major demand driver. She treats this as evidence that the AI/memory cycle is not ending.
005930.KS 000660.KS HIGH
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This 3PRO TV (삼프로TV) video, published September 15, 2026, features Lee Ju-hyeon discussing EWY, KOSDAQ, XBI, Korean Robotics, Korean semiconductor equipment/materials, Korean secondary batteries, Korean stablecoin-related stocks, Korean cybersecurity sector, 419080.KQ, 005930.KS, 000660.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: EWY, KOSDAQ, XBI, Korean Robotics, Korean semiconductor equipment/materials, Korean secondary batteries, Korean stablecoin-related stocks, Korean cybersecurity sector, 419080.KQ, 005930.KS, 000660.KS