KOSPI Box Range Collapse... 'Bottom Confirmation' Signals to Watch From Now On

KOSPI Box Range Collapse... 'Bottom Confirmation' Signals to Watch From Now On | Park Byeong-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  July 29, 2026 at 00:13  |  46:57  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

KOSPI broke its trading range with a sharp drop, triggering a search for bottom confirmation. Park Byeong-chang argues Samsung and SK hynix are deeply undervalued but need volume and candlestick signals to confirm a trough. He highlights risks in leveraged ETF trading, potential in China robotics, and a setback for renewable energy as Meta exits RE100.

  • KOSPI falls below box range, testing 2,600; bottom confirmation requires volume spike and long lower shadow candlestick.
  • Samsung Electronics and SK hynix PBR plunges to 3.8x-3.9x, historically cheap, but upside needs technical confirmation.
  • Individual investors aggressively buying leveraged semiconductor ETFs, risking regulatory crackdown and fueling instability.
  • China robotics supply chain sees surging orders and revenue growth, transitioning from theme to real earnings.
  • Ford's upbeat earnings contrast with prevailing auto sector pessimism, warranting attention.
  • Meta loses RE100 membership due to AI power needs, dealing a direct blow to the renewable energy sector.
  • Government signals stronger governance reforms and policy support after market crash.
Ideas
Park Byeong-chang Director, MP Partners 5:45
Watch for bottom signals on Samsung/SK hynix
Samsung Electronics and SK hynix are trading at historically low PBR multiples of 3.8x–3.9x despite slowdown in memory price growth, suggesting limited absolute downside. However, before entering long positions, a bottom must be confirmed by a surge in trading volume and a long lower shadow candlestick pattern, which were absent yet.
Park Byeong-chang Director, MP Partners 14:25
Ford earnings beat; worth looking at
Ford Motor reported solid earnings and positive guidance, surprising the market amid widespread automobile sector pessimism. This earnings beat warrants attention as it could signal a turning point for the stock.
Park Byeong-chang Director, MP Partners 19:19
Avoid leveraged semicon ETFs; speculative froth
Individual investors continue to pour billions of won into Samsung Electronics and SK hynix leveraged ETFs despite significant losses. Authorities are threatening stricter regulations but implement them gradually, prolonging market instability and making these ETFs a dangerous bet.
Park Byeong-chang Director, MP Partners 35:21
Renewable energy hit by AI power reality
Meta was removed from RE100 membership due to failure to meet renewable energy targets as AI power demand surged. This directly hits the renewable energy sector and raises doubts about the viability of green commitments, creating headwinds for renewables.
Park Byeong-chang Director, MP Partners 37:53
China robotics transitioning to profit phase
China's robotics industry supply chain is transitioning from a concept theme to a phase of real revenue and profit, with CCTV reporting 26.9% revenue growth, over 10,000 orders for a new humanoid robot, and production capacity of one million units. This could accelerate global robotics development.
Park Byeong-chang Director, MP Partners 42:41
Watch KOSPI for bottom confirmation signals
The KOSPI index broke below its box range support, triggering capitulation selling. Historical patterns show such breakdowns often lead to sharp rebounds, but a reliable bottom confirmation requires a significant surge in trading volume and a long lower shadow on the daily candlestick.
Up Next

This 3PRO TV (삼프로TV) video, published July 29, 2026, features Park Byeong-chang discussing 005930.KS, 000660.KS, F, Samsung Electronics Leveraged ETF, SK hynix Leveraged ETF, SOLAR, China Robotics Supply Chain, EWY. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 005930.KS, 000660.KS, F, Samsung Electronics Leveraged ETF, SK hynix Leveraged ETF, SOLAR, China Robotics Supply Chain, EWY