Hyundai Motor target price is 800,000 won, but why did foreign and institutional investors dump 1.3 trillion won? Did retail investors get caught at the top? / Why Samsung SDI surged | Yuanta Securities Manager Park Hyun-sang

[#찐시황] 현대차 목표가 80만 원인데… 왜 외인·기관은 1조3천억을 던졌을까? '고점에 개인이 당한 건가?" / 삼성SDI, 주가폭등한 이유ㅣ유안타증권 박현상 부장
Watch on YouTube ↗  |  January 22, 2026 at 11:01  |  28:43  |  815 Money Talk (815머니톡)
Speakers
Park Hyun-sang — Deputy Head

Summary

Park Hyun-sang of Yuanta Securities reviewed the KOSPI's first intraday move above 5,000 and the divergence between record large-cap strength and lagging smaller stocks. He analyzed heavy foreign selling in Hyundai Motor against retail buying, the short-covering surge in Samsung SDI and other battery names, and the quiet rebound in cosmetics. He also highlighted the upcoming Samsung Electronics/SK hynix earnings, BOJ meeting, Greenland headlines, and shipbuilding/power equipment as key checkpoints.

  • KOSPI briefly crossed 5,000 intraday for the first time but closed below the mark.
  • Retail bought Hyundai Motor heavily while foreign investors sold about 1.1 trillion won; the speaker said the trend was not broken but needs earnings and robot detail.
  • Samsung SDI surged on short covering and foreign/institutional buying, lifting battery names such as POSCO Future M and L&F.
  • Cosmetics and beaten-down small/mid-caps drew quiet interest as institutions rotated into underowned areas.
  • The speaker flagged Samsung Electronics and SK hynix earnings on January 29, the BOJ meeting, and Greenland headlines as near-term checkpoints.
  • Shipbuilding and power equipment remained favored, with Hyundai Heavy Industries as a leader to watch.
Ideas
Park Hyun-sang Deputy Head 0:42
Micron memory strength drives Korean semiconductors
The US rally was led by DRAM/memory names such as Micron, and the speaker says the Korean market and semiconductor complex depend heavily on how far Micron and US memory continue to run.
MU MED
Park Hyun-sang Deputy Head 3:31
Institutions rotate into beaten-down smaller stocks
After the index reaches round-number highs, underperforming institutions enter a return game by buying beaten-down small and mid-cap stocks with content and improving volume, rather than the already strong large caps; this is already visible in sharp moves in names such as ISU Specialty Chemical.
Korean small/mid-cap stocks MED
Park Hyun-sang Deputy Head 4:53
KOSPI likely reaches closing 5,000 soon
KOSPI intraday broke 5,000 for the first time, closed slightly below, and the speaker expects it to reach a closing 5,000 soon because new retail deposits and rotation among leading and beaten-down stocks support the market even as many smaller stocks still lag.
EWY MED
Park Hyun-sang Deputy Head 5:56
Hyundai Motor trend intact; earnings needed
Despite roughly 1.1 trillion won of foreign net selling and over 1 trillion won of retail net buying, Hyundai Motor's technical trend has not broken; strongly trending stocks often have at least one more spike, but further upside needs Q4 earnings surprise and concrete robot/cost-saving plans at Metaplant America.
005380.KS MED
Park Hyun-sang Deputy Head 9:28
Semiconductors supported into January 29 earnings
The NXT after-hours market creates extreme overreactions; the speaker says traders should use NXT by buying sharp plunges and selling sharp spikes, citing Samsung Electronics falling 7% and then rebounding enough to give buyers roughly 9-10%.
005930.KS MED
Park Hyun-sang Deputy Head 9:28
Semiconductors supported into January 29 earnings
Semiconductors are one of the strongest leading sectors, and with Samsung Electronics and SK hynix reporting on January 29, expectations and firm US memory trends mean the speaker is not bearish on semiconductors before the earnings release.
000660.KS MED
Park Hyun-sang Deputy Head 11:06
Samsung SDI short-covering rally may continue
Samsung SDI's roughly 19% surge was driven by short covering after a long period of suppression and by foreign/institutional dual buying, a common pattern in surging large caps; battery large caps can continue if the index stays sideways or semiconductors pause, though the move is too fast to chase.
006400.KS HIGH
Park Hyun-sang Deputy Head 12:51
Beaten-down battery sector can rebound
The secondary battery sector had been beaten down and is now bottoming, with institutional return-game money and short covering lifting large and mid-cap battery names; if the index is sideways or semiconductor leadership pauses, the sector can rally further.
Korean secondary battery sector MED
Park Hyun-sang Deputy Head 13:28
L&F high-volatility battery short-covering play
L&F is participating in the battery short-covering move; after a long consolidation its rallies are high-volatility, so it is a watch-list name for the sector rebound.
066970.KS MED
Park Hyun-sang Deputy Head 14:10
POSCO Future M trend forming; wait
POSCO Future M is cheap and had been neglected, but short covering and volume are emerging and a trend is forming, so the speaker advises waiting for confirmation rather than chasing immediately.
003670.KS MED
Park Hyun-sang Deputy Head 14:35
Beaten-down cosmetics sector short-covering rebound
Cosmetics and related beauty/medical-device names have been quietly strong despite low media attention; after being beaten down on growth doubts and short buildup, earnings season plus foreign/institutional buying is triggering short covering, and heavily depressed sectors can produce outsized rebounds.
KORU 257720.KQ APR HIGH
Park Hyun-sang Deputy Head 26:20
Shipbuilding trend intact; watch HD Hyundai
Shipbuilding and power equipment remain favored sectors; shipbuilding pulled back for a couple of days but the trend is unbroken, and Hyundai Heavy Industries is the leader to watch for a new-high signal before trading other shipbuilders.
Korean shipbuilding sector Korean Power Equipment Sector MED
Park Hyun-sang Deputy Head 26:20
Shipbuilding trend intact; watch HD Hyundai
Shipbuilding and power equipment remain favored sectors; shipbuilding pulled back for a couple of days but the trend is unbroken, and Hyundai Heavy Industries is the leader to watch for a new-high signal before trading other shipbuilders.
329180.KS MED
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This 815 Money Talk (815머니톡) video, published January 22, 2026, features Park Hyun-sang discussing MU, Korean small/mid-cap stocks, EWY, 005380.KS, 005930.KS, 000660.KS, 006400.KS, Korean secondary battery sector, 066970.KS, 003670.KS, KORU, 257720.KQ, APR, Korean shipbuilding sector, Korean Power Equipment Sector, 329180.KS. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang  · Tickers: MU, Korean small/mid-cap stocks, EWY, 005380.KS, 005930.KS, 000660.KS, 006400.KS, Korean secondary battery sector, 066970.KS, 003670.KS, KORU, 257720.KQ, APR, Korean shipbuilding sector, Korean Power Equipment Sector, 329180.KS