The strength of the rotational buying rally is getting stronger: The changed market trend | Park Byeong-chang, CEO of MP Partners

The strength of the rotational buying rally is getting stronger" The changed market trend | Park Byeong-chang, CEO of MP Partners [Market Inside]

Watch on YouTube ↗ | August 26, 2026 at 00:05 | 46:09 | 3PRO TV (삼프로TV)

Speakers

Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang reviews a choppy US market driven by Treasury intervention, Iran ceasefire headlines, and Nvidia earnings risk. In Korea, he highlights a strengthening rotation into nuclear, semiconductor equipment, KOSDAQ names, cosmetics/K-beauty, and memory stocks. He argues structural AI-agent demand supports memory and flags Samsung Foundry's link to an Nvidia inference chip. Overall, he advises preparing for a broader stock-picking market rather than relying on large-cap beta.

US/Iran ceasefire headlines are moving oil and Treasury yields; confirmation is still needed.
S&P 500 is whipsawing around its 20-day moving average in a short-term adjustment.
Bitcoin, gold, and copper remain strong after Bessent intervention; copper is positive for Korean related stocks.
Nvidia enters earnings after seven down sessions, making the post-earnings reaction the key catalyst.
Samsung Electronics and SK Hynix staged sharp intraday reversals and carried momentum into premarket.
Korean rotation is broadening and strengthening in nuclear, semiconductor equipment, and KOSDAQ names.
K-beauty cosmetics ODM and Tiger Cosmetics ETF are making all-time highs.
AI agent workload arguments support structural memory demand; Samsung Foundry is linked to a new Nvidia inference chip.

Ideas

Park Byeong-chang Director, MP Partners 3:34

Bitcoin, gold, copper stay in uptrend.

After Treasury Secretary Bessent's market intervention remarks, Bitcoin and gold are continuing to rise, and copper is making new highs. Rising copper also supports Korean stocks that move with copper prices.

Park Byeong-chang Director, MP Partners 3:50

Nvidia's selloff may soften earnings reaction.

Nvidia has fallen for seven straight sessions into its earnings, which lowers the bar for a positive reaction. The main issue is whether revenue concentration in big-tech data centers is diversifying, but because the stock is already down, the market may treat any new AI momentum as a positive catalyst.

Park Byeong-chang Director, MP Partners 6:25

Samsung and SK Hynix show rebound momentum.

Samsung Electronics and SK Hynix reversed from large early losses to close flat-to-positive with lower tails, signaling low-price buying. The rebound is not explosive but momentum is carrying into the next session's premarket; the market is not one-sided, and these two may keep recovering.

Park Byeong-chang Director, MP Partners 8:19

Nuclear stocks show strong rotation leadership.

Nuclear-related stocks showed strong rotational leadership: Doosan Enerbility, Hyundai E&C, BHI, and KEPCO E&C/KPS rose sharply and expanded gains even while the overall market was down. The sector is one of the strongest rotation leaders and should be watched or bought on pullbacks rather than chasing weak sectors.

Park Byeong-chang Director, MP Partners 8:38

Korean semiconductor equipment rotation is strengthening.

Korean semiconductor equipment and materials names moved from negative to sharply positive and are climbing into KOSDAQ top market-cap rankings as bio stocks weaken. The flow is backed by reports that Samsung Electronics and SK Hynix are increasingly using domestic equipment, creating a differentiated supply-chain and localization tailwind.

Park Byeong-chang Director, MP Partners 22:29

Korean rotation is strengthening on KOSDAQ.

The market is rotating through bio, secondary batteries, fintech, nuclear, and semiconductor equipment, and this rotation is getting stronger, unlike first-half moves where sectors faded quickly. KOSDAQ is now showing relative strength and should continue to work as long as Samsung/SK Hynix stay rangebound.

Park Byeong-chang Director, MP Partners 27:53

Korean cosmetics ODM trend remains strong.

The Tiger Cosmetics ETF and Korean cosmetics ODM makers are making new highs because the K-beauty indie brand boom is mostly manufactured by these ODM companies, so earnings have followed. The trend is part of the K-culture theme but could eventually reverse if the theme changes, so investors should monitor the trend.

Park Byeong-chang Director, MP Partners 37:09

Solid-state batteries needed for humanoid robots.

Humanoid robots with complex joints and high instantaneous power demand cannot rely on conventional liquid electrolyte batteries, so solid-state battery technology will be necessary. The future battle in robot batteries will be in solid-state batteries, even though current robot battery demand is small.

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This 3PRO TV (삼프로TV) video, published August 26, 2026, features Park Byeong-chang discussing GLD, COPPER, BTC, NVDA, 005930.KS, 000660.KS, 051600.KS, BHI, 083650.KQ, KEPCO E&C, 052690.KS, 034020.KS, Hyundai Engineering & Construction, 000720.KS, 403870.KQ, 036930.KQ, WONIK IPS, 240810.KQ, 222800.KQ, KOSDAQ Index, TIGER Cosmetics ETF, KODM, Solid-state battery. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang · Tickers: GLD, COPPER, BTC, NVDA, 005930.KS, 000660.KS, 051600.KS, BHI, 083650.KQ, KEPCO E&C, 052690.KS, 034020.KS, Hyundai Engineering & Construction, 000720.KS, 403870.KQ, 036930.KQ, WONIK IPS, 240810.KQ, 222800.KQ, KOSDAQ Index, TIGER Cosmetics ETF, KODM, Solid-state battery