Urgent Market Update: Stock Market Plunges Again.. Crazy Volatility, When Is The Real Bottom? 'This Position' That Must Be Held And Not Broken | CEO Kim Min-soo

Summary

The video analyzes the severe KOSPI/KOSDAQ sell-off, discusses critical technical support at 6,800 and trend resistance at 7,300–7,400 for the KOSPI, and examines macro headwinds including oil prices, U.S. yields, and Trump tariff policies. The guest CEO Kim Min-soo highlights Samsung Biologics as a defensive stronghold, watches Hyundai Motor for possible tariff relief, and flags Hanmi Pharm's improving supply-demand. Overall, the market is under pressure from leverage liquidations and credit contraction, with a cautious near-term outlook.

• KOSPI breaks 6,800 support amid extreme volatility; must reclaim that level to see short-term stabilization.
• Trend change for KOSPI requires breaking and settling above 7,300–7,400 resistance.
• Macro factors—rising oil, U.S. 10-year yield at 4.7%, Trump tariff threats—are crushing risk assets.
• Leverage and credit liquidations are amplifying downside, with retail investors lacking buying power.
• Samsung Biologics posts strong 1H earnings and acts as a defensive anchor for the index.
• Hyundai Motor sold off aggressively on tariff fears but could rebound if Korea-U.S. negotiations progress.
• Hanmi Pharm attracting improved supply-demand ahead of potential performance-driven rally.
• Overall, sentiment remains fragile; relief rallies depend on macro pivots or policy signals.