Now is not the time to hastily dump

Summary

Jang Woojin and hosts BinSent and Jeongpeuro discuss a sharp market sell-off, advising against panic selling. Jang Woojin suggests small dip-buys in Samsung Electronics and SK Hynix, rotating into leaders, avoiding long-term Korean equity holdings except at bottoms, holding Doosan Enerbility, and steering clear of defense stocks. BinSent reiterates a bullish KOSPI view on improving earnings. The conversation also touches on oil, SpaceX liquidity, and Cathy Wood's AI thesis.

• Jang Woojin advises not to panic sell; small positions in Samsung Electronics and SK Hynix are appropriate for cash-heavy accounts.
• Rotate from lagging holdings into semiconductor leaders Samsung Electronics and SK Hynix as the gap narrows.
• The Korean market is cyclical; long-term investing is only suitable at cycle bottoms, not at current levels.
• BinSent notes that KOSPI is expected to rise by year-end on earnings improvement, so buy on dips.
• Doosan Enerbility sits at support; hold and watch for volume-backed rebound signals, not a buy yet.
• Defense stocks are popping on geopolitics but chasing them now carries high risk of being trapped.
• The show highlights a substrate shortage risk that could disrupt semiconductor production and analyst expectations.
• Oil prices and China's crude import cuts are flagged as potential headwinds for global supply.