Samsung Electronics, SK Hynix Stock Price Plunge Followed by Big Rebound... Should We Reduce Our Holdings? Should We Buy Now? / 'This Stock' to Emerge as a Beneficiary of the H2 Earnings Rally | CEO Kim Min-soo

Summary

CEO Kim Min-soo of Lemon Research analyzes the semiconductor-led market rebound after a sharp drop, declaring a bottom and advising dip buying with a target at KOSPI 8,100 resistance. He outlines range-trading strategies for bank stocks, sees a turnaround in securities, cautions on biotech despite good earnings due to resistance, and recommends trimming Fine Mtech after a rally on Apple foldable phone orders. Key KOSPI support lies at 7,150-7,500.

• Semiconductor stocks have bottomed and the dip is attractive, with a recovery toward KOSPI 8,100 resistance expected.
• KOSPI pullback to the 7,150-7,500 zone offers strong buying merit.
• Bank stocks, especially KB Financial, trade in a box range with a potential 10-13% upside to 190,000-200,000 won.
• Securities stocks are turning; Kiwoom Securities has low-price merit and a target near 400,000 won.
• Biotech stocks face strong resistance despite solid earnings, and new buying is not recommended.
• Fine Mtech surged on Apple's increased foldable phone parts orders but is now at resistance, prompting a recommendation to reduce positions.