[#RealMarket] Historic Selling Bomb! Foreigners Dumped 8 Trillion, Individuals Bought It... Who Will Win the Money War? / Are Investors Selling KOSDAQ to Buy Samsung Electronics, SK Hynix Okay? | Manager Park Hyun-sang

Watch on YouTube ↗  |  May 07, 2026 at 11:00  |  24:56  |  815 Money Talk (815머니톡)
Speakers

Summary

Deputy Head Park Hyun-sang analyzes the historic May 7 session where foreigners sold 8.4 trillion won while individuals bought 8.2 trillion won, keeping the KOSPI positive. He remains bullish on Samsung Electronics and SK Hynix due to cheap valuations and AI catalysts, advises against inverse ETFs in a bull market, and suggests buying the KOSPI index. He also highlights suppressed sectors like shipbuilding and cosmetics but does not give specific recommendations.

  • Foreigners sold a record 8.4 trillion won; individuals absorbed the selling, preventing a market drop.
  • Park expects Samsung Electronics and SK Hynix to continue rising due to low PER and AI-driven demand.
  • A 2x leveraged ETF for Samsung and Hynix listing around May 20 is seen as a positive catalyst.
  • Park warns that inverse ETFs are harmful in a strong bull market and advises cash hedging instead.
  • He recommends trading the KOSPI index as it is still cheap and structurally supported.
  • Overextension after the rapid rally increases the risk of short-term consolidation or rotation.
  • Park notes foreign buying in Doosan Enerbility, KB Financial, and Posco Holdings but with limited analysis.
  • Shipbuilding and cosmetics sectors are undervalued but lack near-term triggers.
Trade Ideas
Park Hyun-sang Deputy Head 6:10
AI semiconductor leaders cheap, structural growth intact
Samsung Electronics and SK Hynix are still cheap at 5-6x forward PER, benefiting from structural AI demand, upcoming US retail investor inflows, and a 2x leveraged ETF listing around May 20. The long-term trend remains intact despite short-term overextension.
005930.KS 000660.KS HIGH
Park Hyun-sang Deputy Head 22:09
KOSPI index cheap, long-term uptrend
The KOSPI index is still undervalued relative to historical PER and is expected to trend higher over time. Park explicitly suggests trading the index (buying) as the market has strong underlying liquidity and structural support from AI-linked demand.
EWY MED
Park Hyun-sang Deputy Head 22:19
Avoid inverse ETFs in bull market
Inverse ETFs are destructive in a strong bull market because they create a negative bias and cause investors to dislike their own long positions. Park advises hedging with cash instead of using inverse products.
KOSPI Inverse ETF HIGH
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815 Money Talk (815머니톡) · May 07

This 815 Money Talk (815머니톡) video, published May 07, 2026, features Park Hyun-sang discussing 005930.KS, 000660.KS, EWY, KOSPI Inverse ETF. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang  · Tickers: 005930.KS, 000660.KS, EWY, KOSPI Inverse ETF