Plunging Market Shaking Retail Investors: Should I Sell Now or Hold? Samsung Electronics Union Strike – Will Foreign Selling Increase?

Summary

The video analyzes the sudden 4% drop in KOSPI, attributing it to multiple factors including Seagate's cautious outlook, rising US bond yields, oil prices, and Samsung Electronics' union strike. Park Geun-hyung recommends holding leading semiconductor stocks like Samsung Electronics and SK Hynix while reducing weaker positions, and warns that if support at 7140 breaks, further downside to 6800-6900 is possible. He dismisses foreign selling as rebalancing rather than a structural sell-Korea signal.

• KOSPI dropped nearly 4% on multiple headwinds including Seagate, yields, oil, and Samsung strike.
• Technical indicators showed overbought conditions with 50-day moving average deviation at 130.
• Foreign selling likely due to portfolio rebalancing, not a bearish view on Korea.
• Key support level is 7140; breaking it could lead to 7000 then 6800-6900.
• Samsung Electronics union strike may reduce wafer output, benefiting SK Hynix.
• Nomura and JP Morgan raised target prices for Samsung and SK Hynix based on strong earnings through 2028.
• New Fed chair Kevin Warsh may create uncertainty, historically markets drop ~12% on new chair.
• The speaker advises a cautious stance, holding leading stocks and reducing weak ones.