KOSDAQ Surge Starting? What Individual Investors Must Be Most Careful Of / Alteogen's Rise: Is It a Short-Term Resistance Breakthrough? | CEO Lee Ju-hyun

Summary

CEO Lee Ju-hyun analyzes a sharp KOSDAQ surge led by the KOSDAQ 150 index and healthcare names. Alteogen breaks resistance on licensing momentum, lifting biotech sentiment broadly. The uptrend is confirmed after three months of decline, and he recommends buying dips in leading growth sectors while cautioning against chasing extended moves. Large-cap semiconductor names remain heavy and need more time to base.

• KOSDAQ 150 rallies 8%, breaking out of a three-month downtrend and turning moving averages upward.
• Alteogen surges 14-15% on a third licensing deal, breaking prior resistance around 350,000 KRW.
• Biotech sentiment improves broadly as Alteogen's success creates positive spillover to other pipeline stories.
• Samsung Electronics and SK hynix remain weak, still forming a bottom that may take months.
• Growth sectors such as robots, rechargeable batteries, and semiconductor equipment participate in the recovery but lack strong standalone catalysts.
• Easing interest-rate hike fears remove a headwind for growth stocks, but chasing extended rallies is cautioned.
• Strategy: buy KOSDAQ leaders on pullbacks near moving averages rather than at current stretched levels.