Name: Foreigners Bet 3 Trillion! KOSPI's 2nd Bull Market Has Opened. / Hyundai Motor, LG Electronics. Why They Must Soar as AI Leaders | Director Lee Ju-yeon
Uploaded: 2026-08-15T02:00:18+00:00
Duration: 1408 s

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon argues that the KOSPI correction has flipped into a foreign-led new bull market, with over KRW 3 trillion in foreign buying today and four consecutive sessions of net buying. He also sees KOSDAQ participating positively and highlights an AI investment shift from software and data centers to physical AI such as robots, smart factories, and autonomous driving. Hyundai Motor and LG Group names are the main beneficiaries, supported by Morgan Stanley upgrades for LG Electronics and LG Innotek.

Foreign investors bought more than KRW 3 trillion today and led the KOSPI rebound for four straight sessions.
KOSPI broke its weekly downtrend channel, though large-cap rotation may cause short-term index pauses.
KOSDAQ rose about 8% this week and held up instead of losing flows to KOSPI large caps.
The AI investment center is shifting from model training and data centers to physical AI such as robots, smart factories, and autonomous driving.
LG Electronics and LG Innotek received large Morgan Stanley target-price upgrades.
Hyundai Motor rebounded double digits from its low as a physical AI and robot-related leader.
Samsung Electronics and SK hynix benefited from recovering AI sentiment and foreign buying in KOSPI S7 names.

Ideas

Lee Ju-hyeon Director, Xangle 0:16

Foreign buying supports Samsung/SK hynix.

Samsung Electronics and SK hynix were firm after hours and were among the core S7 large-cap names foreign investors bought this week. Recovering global AI investment sentiment, strength in US memory and AI infrastructure names, and foreign net buying into Korea's AI semiconductor complex support the names.

Lee Ju-hyeon Director, Xangle 7:14

Hyundai Motor lagging catch-up, physical AI.

Hyundai Motor was one of the physical AI and robot-related leaders and was bought by foreign investors as part of the auto, robot, and AI trade. It had lagged frustratingly but finally rebounded by double digits from its low. The broader AI investment center is shifting from software/data centers to physical AI such as robots, smart factories, and autonomous driving, which supports Hyundai Motor.

Lee Ju-hyeon Director, Xangle 10:39

KOSPI foreign-led new bull market.

Foreign investors bought more than KRW 3 trillion of KOSPI shares today, extending net buying to four straight days and leading the rebound. Lee argues the KOSPI correction was supply-driven and is now normalizing; Wall Street Journal says KOSPI has entered a new bull market, Bloomberg says the bull has returned, and the weekly chart has broken its downtrend channel. He favors holding KOSPI index exposure, ETFs, leveraged index products, and large caps, and treating dips as opportunities.

Lee Ju-hyeon Director, Xangle 17:13

KOSDAQ direction positive; rotation opportunities continue.

KOSDAQ completed its rebound weekly first, and then KOSPI followed this week. Unlike past cycles where KOSPI large-cap strength drained KOSDAQ liquidity, both indexes rose together; KOSDAQ gained about 8% this week, held up well, continues to see rotation, and still has many stock-specific opportunities even if it may rest short term.

Lee Ju-hyeon Director, Xangle 19:20

Morgan Stanley upgrades LG Electronics for AI.

Morgan Stanley raised LG Electronics to overweight and lifted its target price from KRW 95,000 to KRW 260,000, roughly 2.7 times the prior target. The upgrade is based on the view that the AI investment center is moving from model training, data centers, and software to physical AI including robots, smart factories, and autonomous driving, where LG is positioned well. Foreign investors also bought LG Electronics.

Foreigners Bet 3 Trillion! KOSPI's 2nd Bull Market Has Opened. / Hyundai Motor, LG Electronics. Why They Must Soar as AI Leaders | Director Lee Ju-yeon

Summary

Ideas

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