July 10 Closing Bell: Weak Rebound but Opportunities Have Begun… Why You Should Watch Oversold Stocks | Hong Seon-hye, Lee Kwon-hee, Kim Jang-yeol

[7월 10일 마감시황] 반등은 약해도 기회는 시작됐다…과매도 종목을 봐야 하는 이유ㅣ홍선애, 이권희, 김장열 [클로징벨 라이브]

Watch on YouTube ↗ | July 10, 2026 at 08:12 | 1:10:27 | 3PRO TV (삼프로TV)

Speakers

Kim Jang-yeol — Reporter, The Bell

Lee Kwon-hee — CEO, Economist

Summary

On a rebound day for Korean markets, KOSPI rose 2.5% and KOSDAQ surged 5.5%. The panel discussed SK Hynix's ADR listing, the outlook for semiconductor equipment stocks amid strong capex, deep oversold conditions in mid/small caps, and negative views on biotech stocks HLB and Peptron.

KOSPI and KOSDAQ rebounded after heavy selling, with small-caps outperforming.
SK Hynix ADR debut seen as a potential catalyst, but near-term noise persists.
Semiconductor equipment stocks seen as attractive after 40-50% corrections, fueled by continued mega-capex.
Many KOSDAQ and mid-cap names are down 50%, creating a broad oversold buying opportunity.
HLB faces FDA rejection hurdles and Peptron's key obesity drug thesis unraveled, prompting strong avoidance calls.
Market supply/demand remains fragile with foreign and retail selling, while institutions provided support.

Ideas

Kim Jang-yeol Reporter, The Bell 2:56

Buy Korean semiconductor equipment stocks.

Adoption of long-term supply agreements (LTA) by memory makers may temporarily limit near-term memory price upside, but it anchors stable volume demand and requires massive, sustained capex. Micron increased its investment plan by $50B, and SK Hynix is raising 40 trillion won for new fabs. Korean semiconductor equipment makers, which have corrected 40-50%, will benefit from a decade-long investment cycle and are now deeply oversold, making them very attractive.

Kim Jang-yeol Reporter, The Bell 19:25

Buy SK Hynix, cheap vs Micron.

SK Hynix trades at a steep valuation discount of 25-30% versus Micron, with a 2024E PER of just 4.9x. The upcoming US ADR listing, priced at a slight premium and heavily oversubscribed, serves as a positive catalyst that should attract long-term investors and improve price discovery. Despite near-term industry noise, SK Hynix is fundamentally undervalued and has room to rise post-listing.

Lee Kwon-hee CEO, Economist 23:28

Buy deeply oversold KOSDAQ stocks.

After severe sell-offs, many KOSDAQ and mid-cap stocks have fallen 50% or more from their highs, making the market deeply oversold. Negative compounding has devastated accounts, but the panic is overdone. For investors with cash, this creates a strong buying opportunity among extremely cheap names, and aggressive short-covering could fuel sharp rebounds.

Lee Kwon-hee CEO, Economist 44:16

Avoid HLB and Peptron biotech stocks.

HLB suffers from habitual FDA rejections driven by manufacturing facility issues; its lead drug is a licensed Chinese molecule, and no Korean company has ever independently secured FDA new drug approval. Peptron crashed after its CEO revealed it is not developing the key monthly tirzepatide obesity drug with Eli Lilly, destroying the main investment thesis. Both stocks carry severe downside risk and should be avoided.

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This 3PRO TV (삼프로TV) video, published July 10, 2026, features Kim Jang-yeol, Lee Kwon-hee discussing 031980.KQ, WONIK IPS, 471990.KS, 000660.KS, KOSDAQ Index, Korean Mid-Cap Stocks, HLB, 087010.KQ. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee · Tickers: 031980.KQ, WONIK IPS, 471990.KS, 000660.KS, KOSDAQ Index, Korean Mid-Cap Stocks, HLB, 087010.KQ