The Real Reason for KOSDAQ Stock Price Surge… The Game Has Completely Changed. This Stock Is Empty… Foreigners Are Secretly Sweeping It Up | Director Lee Young-hoon (Part 1)

Summary

Lee Young-hoon discusses the National Growth Fund as a potential paradigm shift for Korean markets, but emphasizes a cautious outlook on semiconductors. He highlights foreign buying rotation into biotech, construction, secondary battery, and holding company stocks, particularly where domestic institutions are selling at a loss. The session focuses on supply-demand dynamics and tactical opportunities in underperforming sectors ahead of policy catalysts.

• National Growth Fund saw strong demand and is viewed as a long-term industrial catalyst.
• Foreign investors are selling Korean semiconductors at a high weight and rotating into other sectors.
• Biotech stocks are being accumulated by foreigners while institutions exit at losses.
• Construction and secondary battery stocks also show foreign buying in recent dips.
• Holding companies like HD Hyundai and KCC are attracting pre-law positioning.
• The stock price suppression prevention law (July) could benefit certain holding companies.
• Lee advises watching large-cap biotech platform names for a potential rebound.
• Semiconductor 2x leveraged ETF is seen as risky and not a buy opportunity.