Historic Stock Price Crash: Foreigners Suddenly Buy 3.2 Trillion Won in Futures! / 3 Reasons to Expect a Bull Market Tomorrow? | Director Park Hyun-sang

Name: [#RealMarket] Historic Stock Price Crash.. Foreigners Suddenly Buy 3.2 Trillion Won in Futures! / 3 Reasons to Expect a Bull Market Tomorrow? | Director Park Hyun-sang
Uploaded: 2026-07-02T11:00:05+00:00
Duration: 1461 s

[#RealMarket] Historic Stock Price Crash.. Foreigners Suddenly Buy 3.2 Trillion Won in Futures! / 3 Reasons to Expect a Bull Market Tomorrow? | Director Park Hyun-sang

Watch on YouTube ↗ | July 02, 2026 at 11:00 | 24:21 | 815 Money Talk (815머니톡)

Speakers

Park Hyun-sang — Deputy Head

Summary

Director Park Hyun-sang analyzes the historic KOSPI crash, attributing it to AI overinvestment fears and leverage liquidation, and sees near-term rebound potential. He highlights foreign futures buying, oversold semiconductor large-caps, and rotation opportunities in securities, automotive, and entertainment sectors while emphasizing risk management.

KOSPI fell ~8% on Meta-driven AI capex concerns and forced selling.
Foreign investors bought 3.2 trillion won in KOSPI200 futures at the close.
Samsung Electronics and SK Hynix are oversold with upcoming earnings catalysts.
Securities stocks offer value on surging trading volumes and solid Q2 earnings.
Automotive sector may rotate higher as a pressed laggard.
Entertainment stocks like HYBE and SM are deeply cheap after sharp corrections.
Investors should keep cash and manage positions given extreme volatility.

Ideas

Park Hyun-sang Deputy Head 3:08

KOSPI rebound on oversold conditions

The KOSPI market sell-off is overdone due to leveraged liquidation and Meta AI fears; foreign investors bought 3.2 trillion won in KOSPI200 futures at the close, and a technical rebound is likely as Micron also shows signs of bouncing and the Korean market underperformed vs peers.

Park Hyun-sang Deputy Head 6:34

Samsung, SK Hynix oversold, earnings catalyst

Samsung Electronics and SK Hynix have fallen too far; the upcoming Samsung earnings (July 7) and SK Hynix earnings plus conference call provide catalysts for recovery, and any weakness from known performance bonus costs is already priced in.

Park Hyun-sang Deputy Head 13:49

Entertainment stocks cheap, bottoming play

Entertainment stocks like HYBE and SM Entertainment have corrected sharply (HYBE at ~15x, SM at 10x earnings) and a recent bullish brokerage report highlights deep value; with the worst of the earnings downgrade cycle appearing to end, the sector rebounded strongly today and a bottoming process is underway.

Park Hyun-sang Deputy Head 23:02

Securities stocks cheap on high volumes

Securities stocks are attractive because trading volumes remain very high (near 5 trillion won daily on leverage products) and Q2 earnings should be solid, while stock prices are still depressed in the 5,000–8,000 point range, likely triggering a rally when the market recognizes the earnings power.

Park Hyun-sang Deputy Head 23:46

Automotive rotation play after selloff

The automotive sector, which dropped heavily and found support, is due for a rotation turn as investors look for sectors that have not yet rebounded; it should eventually get its turn in the laggard recovery cycle.

This 815 Money Talk (815머니톡) video, published July 02, 2026, features Park Hyun-sang discussing KOSPI200 futures, 005930.KS, 000660.KS, 041510.KQ, Korean Securities Sector, Korean Automotive Sector. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang · Tickers: KOSPI200 futures, 005930.KS, 000660.KS, 041510.KQ, Korean Securities Sector, Korean Automotive Sector

Historic Stock Price Crash: Foreigners Suddenly Buy 3.2 Trillion Won in Futures! / 3 Reasons to Expect a Bull Market Tomorrow? | Director Park Hyun-sang

Summary

Ideas

Up Next