Bear Market Ends... Market to Change Completely from August: Why You Should Build Cash Next Week | Director Park Hyunsang

The Bear Market Is Over... The Market Will Completely Change Starting in August. "Why You Need to Create Cash Next Week" | Director Park Hyunsang
Watch on YouTube ↗  |  July 31, 2026 at 23:30  |  20:56  |  815 Money Talk (815머니톡)
Speakers
Park Hyun-sang — Deputy Head

Summary

Director Park Hyunsang reflects on the historic panic and rebound, warning that the market regime will change in August from retail-led to institution-led. He advises raising cash by selling into strength next week, rotating from defensives into semiconductors, and liquidating all leveraged positions. He also notes Hanwha’s halted stock may gap up on resumption.

  • The extreme sell-off and two circuit breakers caused massive retail damage and forced liquidation of leveraged funds.
  • Today's 9–10 trillion won foreign buying may be the start of a trend reversal, ending the downtrend.
  • Investors should sell into next week's bounce to raise cash, as August will bring a regime shift toward institutional/foreign leadership.
  • A rotation is underway from crash-resistant defensives (Samsung Biologics, LG Energy Solution, Celltrion, KB Financial) into semiconductors.
  • All leverage and margin trading should be closed immediately, including popular leveraged ETFs.
  • Hanwha missed the bounce due to a spin-off trading halt and is expected to gap up when it resumes.
Ideas
Park Hyun-sang Deputy Head 0:07
Raise cash for August regime shift
Investors should raise cash now by selling into the bounce next week, because the market will experience a regime shift in August. The recent rally was retail-driven, but retail investors are now exiting with damaged sentiment, so leadership will shift to institutional and foreign investors. Having cash is essential to adapt to the new institution-led market environment.
KRW Cash HIGH
Park Hyun-sang Deputy Head 0:07
Raise cash for August regime shift
Investors should raise cash now by selling into the bounce next week, because the market will experience a regime shift in August. The recent rally was retail-driven, but retail investors are now exiting with damaged sentiment, so leadership will shift to institutional and foreign investors. Having cash is essential to adapt to the new institution-led market environment.
EWY HIGH
Park Hyun-sang Deputy Head 3:47
Liquidate all leveraged positions now
Leverage and derivatives trading (margin, loans, collateral-based investing) should be liquidated immediately. The recent crash demonstrated that even a hedge fund genius with 400% YTD returns was wiped out by leverage. Investors should exit leveraged products like the KODEX Leverage ETF and avoid using debt to invest.
122630.KS HIGH
Park Hyun-sang Deputy Head 17:29
Hanwha will gap up on resumption
Hanwha was halted for a corporate spin-off just as the market bounced, missing the recovery. When trading resumes, it is likely to gap up sharply to catch up with the broad market rebound, potentially hitting the daily limit up.
000880.KS LOW
Park Hyun-sang Deputy Head 18:09
Rotate from defensives into semiconductor stocks
Money is rotating out of defensive stocks that held up well during the crash (Samsung Biologics, LG Energy Solution, Celltrion, KB Financial) into beaten-down semiconductor names. Institutional and foreign investors are selling the former and buying the latter because semiconductors now look cheap relative to the strong defensive names. This rotation favors semiconductor stocks.
005930.KS 000660.KS MED
Park Hyun-sang Deputy Head 18:09
Rotate from defensives into semiconductor stocks
Money is rotating out of defensive stocks that held up well during the crash (Samsung Biologics, LG Energy Solution, Celltrion, KB Financial) into beaten-down semiconductor names. Institutional and foreign investors are selling the former and buying the latter because semiconductors now look cheap relative to the strong defensive names. This rotation favors semiconductor stocks.
207940.KS 105560.KS 068270.KS MED
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This 815 Money Talk (815머니톡) video, published July 31, 2026, features Park Hyun-sang discussing KRW Cash, EWY, 122630.KS, 000880.KS, 005930.KS, 000660.KS, 207940.KS, 105560.KS, 068270.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang  · Tickers: KRW Cash, EWY, 122630.KS, 000880.KS, 005930.KS, 000660.KS, 207940.KS, 105560.KS, 068270.KS