KOSDAQ Surge... Empty KOSDAQ 'Opportunity is Here' / To Protect Your Account in a Volatile Market, Do This

Summary

Director Park Hyunsang analyzes a volatile session where KOSDAQ surges while KOSPI declines on US semiconductor weakness and chip-flation fears. He interprets the KOSDAQ move as a powerful technical oversold rebound with room to run, fueled by falling US rates and oil. He highlights specific opportunities in oversold secondary battery names, a resurgent electrical equipment sector, a dividend-tax-advantaged oversold stock, and a semiconductor equipment name worth watching for a later turnaround.

• KOSDAQ surges over 3% while KOSPI falls 1.8% on US chip-flation worries and heavy foreign selling of Samsung Electronics and SK Hynix.
• KOSDAQ rebound is described as a technical oversold bounce with strong short-covering potential, targeting 1100–1000 points.
• Secondary battery sector is deeply oversold yet earnings estimates remain intact, setting the stage for a sharp short-covering rally.
• Electrical equipment stocks (Hyundai Electric, Daehan Cable, LS Electric) resume uptrend after a month-long consolidation, with foreign buying returning.
• Daehan Cable singled out as an oversold high-dividend play benefiting from dividend income tax separation.
• Wonik IPS receives a target-price upgrade and should be watched for when the semiconductor equipment investment theme revives.
• Macro tailwinds include falling US 10-year yield (4.37%) and stable oil prices, supporting beaten-down growth stocks.