October Samsung Electronics and SK hynix rebound opportunity is coming; the problem is you must take profits from this point on | Hong Sun-ae, Park Byung-chang, CEO of MP Partners

10월 삼전닉스 반등 기회 온다…문제는 '이때'부터 꼭 수익 챙겨야 합니다ㅣ홍선애, 박병창 MP파트너스 대표 [여의도 인사이트]
Watch on YouTube ↗  |  September 16, 2026 at 09:15  |  39:36  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang, CEO of MP Partners, reviews the Korean and U.S. market setup ahead of the Fed decision. He sees U.S. equities as resilient, oil as likely sticky, AI/semiconductor fears as noise, and expects Samsung Electronics and SK hynix to rebound in October before investors should take profits. He also outlines a possible Treasury-yield decline if the Fed hikes, while warning that two hikes could pressure equities and recommending a cash buffer.

  • Park says U.S. equities are holding up better than expected despite bad news.
  • He argues AI investment slowdown fears are political noise rather than a trend change.
  • He expects Samsung Electronics and SK hynix to rebound in October on earnings and buyback completion.
  • He sees oil prices staying elevated due to Trump's comments about the war and midterms.
  • He expects Fed hikes to push long-term Treasury yields lower, but warns two hikes would hurt equities.
  • He recommends taking profits after any late-year/post-election rally and keeping cash for Fed uncertainty.
  • He views KOSPI tactical trading as only worthwhile near the upper box.
Ideas
Park Byeong-chang Director, MP Partners 3:52
Oil likely stays elevated until midterms.
Trump's comment that the war will not end before the midterms implies oil prices are likely to stay elevated rather than quickly falling, keeping inflation pressure alive.
WTI MED
Park Byeong-chang Director, MP Partners 4:44
S&P 500 is still looking upward.
U.S. equities have been unusually resilient to bad news, and the market's refusal to fall despite multiple negatives suggests it is still looking upward, so the S&P 500 can grind higher in the near term.
SPY MED
Park Byeong-chang Director, MP Partners 8:35
AI slowdown fears are just noise.
The AI speed-control debate is noise, not a trend change; first-mover competition among leading AI labs and Citigroup's point that existing AI models can still spread commercially mean AI and semiconductor hardware demand continue to grow.
SMH HIGH
Park Byeong-chang Director, MP Partners 18:18
Keep cash for Fed uncertainty.
Because a Fed hike could create uncertainty, keep roughly 30% of the portfolio in cash or very short-term liquidity so you can respond to volatility while retaining core positions.
CASH MED
Park Byeong-chang Director, MP Partners 23:20
Fed hike may lower Treasury yields.
If the Fed hikes by 25 bp, long-end Treasury yields should fall because the hike is seen as preemptive insurance and the 2-year yield already overprices multiple hikes; bond prices should rally across 10-year, 30-year, and possibly 2-year maturities.
US 2-year Treasury IEF TLT MED
Park Byeong-chang Director, MP Partners 31:40
Samsung and SK hynix rebound in October.
Samsung Electronics and SK hynix look set to rebound in October because first-week Q3 earnings estimates have already been lowered enough for FX effects and buyback programs end around October 13; historically, stocks rise after buybacks finish, and Q4/year-end seasonality is favorable.
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 33:02
Take profits after post-election rally.
After the market's expected late-year, year-end, and post-election strength, investors should reduce exposure and take profits rather than chase the rally, because the favorable window is likely to be followed by risk.
EWY MED
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This 3PRO TV (삼프로TV) video, published September 16, 2026, features Park Byeong-chang discussing WTI, SPY, SMH, CASH, US 2-year Treasury, IEF, TLT, 000660.KS, 005930.KS, EWY. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: WTI, SPY, SMH, CASH, US 2-year Treasury, IEF, TLT, 000660.KS, 005930.KS, EWY