KOSPI Falls Even as Foreigners Buy 3 Trillion Won... Individual Investors Lose Confidence and Sell / How to Respond to Today's Stock Market

[#UrgentMarketUpdate] KOSPI falls even as foreigners buy 3 trillion won... Individual investors lose confidence and sell / How to respond to today's stock market | Director Park Hyun-sang

Watch on YouTube ↗ | July 22, 2026 at 07:00 | 25:26 | 815 Money Talk (815머니톡)

Speakers

Park Hyun-sang — Deputy Head

Summary

Director Park Hyun-sang analyzes the KOSPI market, noting that aggressive foreign buying and capitulation by individual investors signal a potential bottom. He identifies recovery themes in robotics, semiconductors (Samsung Electronics, SK Hynix), and autos, and provides tactical advice on Hyundai Mobis and Hanwha Aerospace.

Foreigners have bought 2.7 trillion won while individuals cut losses, creating a capitulation signal.
Market shifts towards a momentum-and-earnings environment; negative news already priced in.
Robotics stocks surge on Samsung's robot division launch and robot dog collaboration (Rainbow Robotics, Hyundai Rotem).
Samsung Electronics and SK Hynix seen as attractive ahead of earnings, with HBM/LTA expectations and priced-in negatives.
Hyundai Mobis advised to trim near 55,000–65,000 KRW resistance while maintaining bullish medium-term view.
Hanwha Aerospace expected to trade in a box until 3Q defense upturn; range-trading suggested.

Ideas

Park Hyun-sang Deputy Head 1:36

KOSPI rebounds on foreign buying, priced-in negatives.

Korean equities (KOSPI) are turning positive as foreign investors have been buying aggressively (2.7 trillion won) while individual investors have been capitulating and selling, pricing in negative news. The market is shifting to a momentum-and-earnings environment with upcoming earnings catalysts, and negative factors such as CXMT IPO and Apple memory price pressure are already discounted, creating a favorable risk/reward for a rebound.

Park Hyun-sang Deputy Head 1:38

Korean robotics stocks rebound on narrative catalysts.

Korean robotics stocks have corrected 40-70% from peaks and now are rallying strongly on multiple catalysts: Samsung's robotics division launch, and news of a military robot dog collaboration between Rainbow Robotics and Hyundai Rotem. The deep declines eliminated price burden, and the market is responding to narrative with limit-up moves, signaling a shift toward momentum and recovery in this sector.

Park Hyun-sang Deputy Head 10:21

Semis rebound on discounted negatives, earnings catalysts.

Samsung Electronics and SK Hynix have fallen 40% from peak, already discounting negatives such as CXMT IPO and Apple's memory price comments. Upcoming earnings season and expected LTA/HBM contract announcements, along with a more proactive IR tone from Samsung regarding its market position, set the stage for a positive surprise and mean reversion. Stocks are priced for disappointment, making the risk/reward attractive for a rally into and after earnings.

Park Hyun-sang Deputy Head 15:49

Hyundai Mobis tactical trim near resistance, medium-term bullish.

Hyundai Mobis is a quality name with good earnings and a leading position in physical AI. The stock has held up well and is trading near a resistance zone (55,000–65,000 KRW) where many investors have their cost basis. The speaker recommends a tactical approach: take partial profits near resistance to lower cost and free up cash, then re-enter on dips, as the medium-term outlook remains positive.

Park Hyun-sang Deputy Head 18:46

Hyundai Motor cheaper auto catch-up play.

Within the auto sector, Hyundai Motor has fallen more than Hyundai Mobis and is now a cheaper way to play the same thematic recovery. As the auto sector moves with earnings, this relative underperformance offers an opportunity to diversify into Hyundai Motor, setting up a catch-up trade.

Park Hyun-sang Deputy Head 20:35

Hanwha Aerospace range-trade, long 3Q defense improvement.

Hanwha Aerospace is a quality, number-one defense stock with relatively small decline versus the broader market. 2Q earnings may be in line, limiting near-term upside, but the defense sector is expected to improve from 3Q. The stock is likely to trade in a 1.1–1.2 million won box until then. Recommended strategy: hold core position, trim at upper end of range, buy back at support, then increase exposure as the 3Q catalyst approaches.

Up Next

Car Prices Oh My 7/22/26

Foreigners Dumped Stocks Like During the 2008 Financial Crisis | Chesley Investment Advisory Executive Director Park Se-ik [Womae Shinbak / 22.07.26.Wed]

Chesley Investment Advisory (체슬리투자자문) · Jul 22

Oil Prices Rise as Trump Downplays Iran Peace Talks | Horizons Middle East & Africa 7/22/2026

Bloomberg Markets · Jul 22

Yen Falls To 40-Year Low, Trump Imposes Pharma Tariffs | The Asia Trade 7/22/2026

Bloomberg Markets · Jul 22

US Plays Down Prospects for Iran Talks

Bloomberg Markets · Jul 22

This 815 Money Talk (815머니톡) video, published July 22, 2026, features Park Hyun-sang discussing EWY, 277810.KQ, 064350.KS, 005930.KS, 000660.KS, 012330.KS, 005380.KS, 012450.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang · Tickers: EWY, 277810.KQ, 064350.KS, 005930.KS, 000660.KS, 012330.KS, 005380.KS, 012450.KS