Don't Run Away from a Clumsy Rebound! The Reason You Must Hold Out Until Next Week
Don't run away from a clumsy rebound! The reason you must hold out until next week | Myeong Min-jun, Park Ga-young, Yoo Chang-hee [Stock Beginner Rescue Team]
Speakers
Yoo Chang-hee
— CEO
Park Ga-young
— Host
Summary
Yoo Chang-hee argues the market is in a final deleveraging capitulation, with Samsung Electronics and SK hynix being fiercely defended. He maintains bullish long-term targets and advises holding through a clumsy rebound, expecting a strong rally if recent lows hold into next week's earnings.
- Deleveraging, shrunken credit balances, and record global semiconductor fund outflows signal a capitulation bottom.
- Samsung Electronics and SK hynix showed relative strength and were defended by investors while the broader market fell.
- Long-term bullish targets: SK hynix 250K-300K won, Samsung 30K-35K+ won; the trend is not over.
- Upcoming earnings and guidance (SK hynix, Samsung) are seen as positive catalysts.
- KOSPI is at a potential short-term bottom with a death cross signal; a rebound could reach 8,000-8,300.
- Investors should not sell into an initial weak rebound but hold until next week for a stronger rally.
- If the recent low is broken after a rebound, then it is time to exit.
Ideas
Samsung and SK hynix lead rebound, buy
Deleveraging, credit unwinding, and massive global semiconductor fund outflows signal a market capitulation bottom. Samsung Electronics and SK hynix are now the last stand being fiercely defended by investors — they showed relative strength with green candles even as the rest of the market collapsed. The upcoming earnings reports (SK hynix final, Samsung final with guidance) will act as catalysts, and guidance will be strong. After a 35–40% correction, the stocks are deeply undervalued. Yoo maintains long-term price targets of 250,000–300,000 won for SK hynix and 30,000–35,000+ won for Samsung Electronics, and believes the trend is not over — this is a buying and holding opportunity.
Hold through weak KOSPI rebound for rally
The market is in the final stage of capitulation: deleveraging, dried-up volume, and pervasive fear. If the KOSPI holds above the recent low and rebounds, a strong rally to 8,000–8,300 is possible. The imminent 20-day/60-day moving average death cross is often a short-term bottom signal. Investors should not sell into a clumsy initial rebound; instead, hold until next week after earnings, because the bounce could turn into a surprisingly strong upswing. Only if the recent low is broken after a rebound should one run.
Up Next
This 3PRO TV (삼프로TV) video, published July 20, 2026, features Yoo Chang-hee discussing 005930.KS, 000660.KS, EWY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Yoo Chang-hee · Tickers: 005930.KS, 000660.KS, EWY