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SK Hynix ADR Listing Tonight! The Real Turning Point for Semiconductor Rebound

SK Hynix ADR Listing Tonight! The Real Turning Point for Semiconductor Rebound | Park Byung-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  July 10, 2026 at 00:52  |  43:28  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, CEO of MP Partners, discusses the imminent US ADR listing of SK Hynix and its impact on Korean semiconductor stocks. He highlights strong retail momentum trading ahead of the listing and his own accumulation of Samsung Electronics and SK Hynix during the July correction. He remains cautious on the KOSDAQ market due to weak sentiment and delayed policy support.

  • SK Hynix ADR listing tonight with 7x oversubscription, creating short-term price momentum.
  • Korean retail investors bought SK Hynix ahead of the ADR to capture the expected premium.
  • Park personally bought Samsung Electronics and SK Hynix in tranches during the recent decline.
  • He expects the semiconductor correction to last through July, with upcoming earnings as the next catalyst.
  • Global memory sales hit a record high and UBS forecasts memory price strength through at least 2028.
  • KOSDAQ remains weak with biotech plunges; activation measures delayed to September.
  • The bounce in beaten-down KOSDAQ semiconductor equipment stocks is weak, no strong buy signal.
  • Market trading is heavily concentrated in Samsung, SK Hynix, and their leveraged ETFs.
Ideas
Park Byeong-chang Director, MP Partners 3:37
ADR listing momentum could boost SK Hynix
The semiconductor correction is a time-based adjustment that will likely last through July. After that, Q2 earnings at end of July will serve as a new catalyst for a rebound. Global memory sales are at record highs, and UBS expects memory price strength until at least 2028. The speaker is personally buying Samsung Electronics and SK Hynix in tranches on dips, viewing the pullback as a favorable long-term entry point within the AI-driven upcycle.
000660.KS MED
Park Byeong-chang Director, MP Partners 11:40
Avoid KOSDAQ until September catalysts
The KOSDAQ market is plagued by weak investor sentiment, negative news in biotech stocks, and the delay of activation measures from July to September. The speaker believes the market needs stabilization, not activation, and that a meaningful recovery is unlikely until September catalysts. Buying the dip now is premature.
KOSDAQ Index MED
Park Byeong-chang Director, MP Partners 18:38
Buy Samsung and SK Hynix in July dip
The semiconductor correction is a time-based adjustment that will likely last through July. After that, Q2 earnings at end of July will serve as a new catalyst for a rebound. Global memory sales are at record highs, and UBS expects memory price strength until at least 2028. The speaker is personally buying Samsung Electronics and SK Hynix in tranches on dips, viewing the pullback as a favorable long-term entry point within the AI-driven upcycle.
005930.KS HIGH
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This 3PRO TV (삼프로TV) video, published July 10, 2026, features Park Byeong-chang discussing 000660.KS, KOSDAQ Index, 005930.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 000660.KS, KOSDAQ Index, 005930.KS