September 1 Closing Market Conditions: Individuals, Foreigners, and Institutions All Sold, but KOSPI Rebounded—Unexpected Supply and Demand Supported Today's Market | Hong Seonae, Lee Kwon-hee, Kim Jang-yeol

[September 1st Closing Market Conditions] Individuals, Foreigners, and Institutions All Sold, But KOSPI Rebounded… Unexpected Supply and Demand Supported Today's Market | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]
Watch on YouTube ↗  |  September 01, 2026 at 07:59  |  1:11:01  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Jang-yeol — Reporter, The Bell

Summary

On September 1, KOSPI closed up 0.23% to 6,835 while KOSDAQ fell 1.5% to 821. Individuals, foreigners, and institutions all net sold, leaving Samsung Electronics and SK hynix buybacks as the main support. Kim Jang-yeol and Lee Kwon-hee described a low-liquidity, range-bound market awaiting mid-September catalysts, while highlighting selective stock and sector setups.

  • KOSPI rebounded to a positive close despite all major investor groups selling, with other corporations and buybacks providing a floor.
  • KOSDAQ weakened with negative breadth and a weaker tech tape.
  • The market was characterized as low-liquidity and range-bound ahead of FOMC and mid-September catalysts.
  • Semiconductor discussion flagged 2028 DRAM supply normalization risk and Broadcom earnings as a near-term catalyst.
  • Selective long ideas mentioned included SK Innovation, POSCO International, DB Insurance, BH, DI, and Olix.
  • Cautions and avoids included Korean cosmetics chasing, Kakao Games, and HLB after non-approval data.
  • Lee Kwon-hee noted a potential China holiday-related casino/hotel watch setup and warned about US stock gains being eroded by dollar weakness.
Ideas
Lee Kwon-hee CEO, Economist 6:20
Buybacks floor Samsung and SK hynix
DRAMeXchange fixed prices rose about 15-20%, but if HBM specs stay lowered to increase GPU/HBM shipments, DRAM supply shortage could ease by 2028. The base logic die remains a major question mark for that supply normalization.
005930.KS 000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 17:01
DRAM shortage may ease by 2028
DRAMeXchange fixed prices rose about 15-20%, but if HBM specs stay lowered to increase GPU/HBM shipments, DRAM supply shortage could ease by 2028. The base logic die remains a major question mark for that supply normalization.
MU MED
Kim Jang-yeol Reporter, The Bell 24:14
Broadcom earnings may trigger semiconductor upside
Strong Broadcom earnings and guidance, combined with softer US employment data, could be a more powerful near-term catalyst than Nvidia-style results. That combination could revive AI/semiconductor sentiment and Samsung HBM expectations.
AVGO MED
Kim Jang-yeol Reporter, The Bell 28:16
SK Innovation may retest 140,000 won
SK Innovation is rallying on SK On ESS expansion news and refining-specific flows rather than broad EV strength. After recovering prior losses, the stock could retest its previous 140,000-won zone.
096770.KS MED
Kim Jang-yeol Reporter, The Bell 30:15
POSCO International earnings inflection not priced
POSCO International is showing an earnings inflection after years of stagnation. Its Southeast Asian palm farm is now becoming profitable and LNG/Alaska resource development provides upside not yet reflected in the stock.
047050.KS MED
Kim Jang-yeol Reporter, The Bell 32:31
Higher rates favor non-life insurers
Korean non-life insurers benefit from higher rates because long-duration insurance liabilities fall more than bond assets. DB Insurance is specifically supported by its doubled shareholder return target.
005830.KS MED
Kim Jang-yeol Reporter, The Bell 34:06
Avoid Kakao Games on weak management
Kakao Games has weak profitability and poor management execution despite next-year earnings recovery hopes. The stock has never sustained upside since listing and is unattractive.
293490.KQ MED
Kim Jang-yeol Reporter, The Bell 35:44
BH benefits from foldable phone expansion
BH is a foldable-phone supply chain winner as Samsung Display supplies both Samsung and Apple. New reports indicate BH's volume increases in the foldable expansion.
090460.KS MED
Kim Jang-yeol Reporter, The Bell 36:29
DI benefits from Samsung Vietnam equipment
DI popped on news that Samsung is moving mostly new, Korean-made test and burn-in equipment to its Vietnam packaging plant. DI's Samsung relationship positions it as a direct beneficiary.
DI MED
Kim Jang-yeol Reporter, The Bell 42:49
HLB data is not FDA approval
HLB's early pop was driven by academic age-range data, not FDA approval. After three prior rejections, foreigners sold the news, showing the market does not treat it as a regulatory breakthrough.
028300.KQ MED
Kim Jang-yeol Reporter, The Bell 46:05
Olix is legitimate RNA hair play
Olix is the cleaner way to play the hair-loss and RNA theme because L'Oréal is co-developing with the company. Speculative shampoo names like JW Shin Yak and Hyundai Pharm are less investable.
226950.KQ MED
Kim Jang-yeol Reporter, The Bell 48:06
Cosmetics rally is pre-priced; avoid chasing
Cosmetics stocks are overextended after a 30%-plus August run and their strong export data is backward-looking and already pre-priced. Chasing here is risky and holders should consider trimming.
KORU MED
Lee Kwon-hee CEO, Economist 69:59
Watch casino hotels into China holidays
Ahead of Chuseok and Chinese Golden Week travel, beaten-down Korean casino and hotel names could set up for seasonal recovery. They are not an immediate buy but should be monitored from now on.
Korean casino and hotel stocks LOW
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This 3PRO TV (삼프로TV) video, published September 01, 2026, features Lee Kwon-hee, Kim Jang-yeol discussing 005930.KS, 000660.KS, MU, AVGO, 096770.KS, 047050.KS, 005830.KS, 293490.KQ, 090460.KS, DI, 028300.KQ, 226950.KQ, KORU, Korean casino and hotel stocks. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Kim Jang-yeol  · Tickers: 005930.KS, 000660.KS, MU, AVGO, 096770.KS, 047050.KS, 005830.KS, 293490.KQ, 090460.KS, DI, 028300.KQ, 226950.KQ, KORU, Korean casino and hotel stocks