Summary
CEO Kim Min-soo of Lemon Research analyzes the KOSPI correction from 8,000, calling it a healthy speed adjustment. He advises buying leading stocks like Hyundai Motor on dips and identifies 7,200 as a key support. Emphasis on cash management and avoiding weak stocks.
- KOSPI corrected sharply after nearing 8,000; speaker attributes it to natural speed adjustment not a crash.
- Short-term support around 7,600; next key level at 7,200 (10% correction).
- Leading sectors: robotics (Hyundai, LG), holding companies, and semiconductors.
- Speaker recommends buying Hyundai Motor on dips due to robotics exposure and strong fundamentals.
- Warning against chasing rally in small-cap robotics names like Cosmo Robotics and Doosan Robotics.
- Cash management is crucial in volatile markets; avoid full allocation and leverage misuse.
- Technical analysis using 55-minute and 55-day moving averages favored by the speaker.
- Overall, the market uptrend remains intact; corrections are buying opportunities for leadership stocks.