Confirm the Bottom and Then Move, Otherwise...! | Ha Chang-wan, CEO of Ha Bono's Stock Story

Summary

The market opens with semiconductor heavyweights Samsung Electronics and SK hynix declining despite decent fundamentals, dragged by US tech weakness and short-term option dynamics. Guest CEO Ha Chang-wan advocates buying the KOSDAQ index on deep dips and watching the 792 support level, while highlighting construction names on government mega projects. Hosts point to gold-related stocks rising with precious metals, biotech strength from HLB, and cosmetics rallying on Sephora expansion. They caution that robotics moves are event-driven and advise waiting for a clear bottom before aggressive positioning.

• KOSPI slips on US ADR weakness, with Samsung and SK hynix down; foreign and institutional selling persists.
• KOSDAQ holds above 792 support; a break would trigger profit-taking, but long-term value is seen below 700.
• Construction names like Hyundai E&C and Daewoo E&C gain on expectations for government mega projects.
• Gold's surge lifts Korea Zinc and local gold-themed stocks.
• HLB leads biotech recovery, supporting KOSDAQ.
• APR and other cosmetics names advance amid Sephora global entry and positive analyst reports.
• Robotics stocks pop on humanoid policy news but lack earnings, so moves are event-driven and risky.
• Hosts stress waiting for bottom confirmation rather than catching a falling knife.