Foreigners Suppress Supply and Demand Targeting SK Hynix... It Will Explode Again After Hitting a Double Bottom 'at This Time'

Summary

CEO Kim Min-soo discusses the current frustrating market environment where foreign investors are suppressing key stocks like SK hynix through stock futures, creating a trapped market. He explains that SK hynix's drop is driven by manipulation and noise around HBM4 supply, but a double bottom near the 200-day moving average could be a strong buying opportunity ahead of a rally in the next year's first half. He also covers secondary battery sector, highlighting that lithium price recovery will benefit material stocks like L&F and EcoPro BM, while Samsung SDI stands out among cell makers.

• Korean market is stuck in a time correction with foreign stock futures suppressing stocks, causing a frustrating range-bound environment.
• SK hynix is specifically targeted by foreign selling, but the HBM4 specification cut rumor is misinterpreted—it reflects memory supply shortage, not weak demand.
• Kim Min-soo expects SK hynix to form a double bottom around 200-day MA and then explode upward in H1 next year.
• Secondary battery materials are set to benefit from a rebound in lithium prices, with Albemarle's share price turning up as a leading signal.
• L&F and EcoPro BM are key picks within battery materials due to their positioning and technical setups.
• Samsung SDI is the preferred cell maker due to its quick return to profitability.
• Battery-related aluminum foil companies are at a bottom and may rally on expansion plans for sodium-ion batteries.
• General strategy: patience and tactical trading on dips, as overall market may not deliver until next year.