Stocks to Buy Now? Hold onto the Market Leader until June, and Unconditionally Chase Buy This Stock. | Park Byeongchang, MP Partners CEO [Yeouido Insight]

Watch on YouTube ↗  |  May 27, 2026 at 08:56  |  42:53  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeongchang analyzes the concentrated rally in Samsung and SK Hynix, warning latecomers about leverage ETFs and advising to hold core semiconductor positions through June. He recommends focusing on large-cap AI infrastructure stocks and avoiding KOSDAQ, while using breakout buying for short-term trades.

  • KOSPI rose 2.2% but only 75 stocks advanced, led by Samsung and SK Hynix on an ETF event day.
  • Leverage ETF buying by retail investors was met with profit-taking by professionals.
  • Park holds a 'strong first half, weak second half' view and advises holding leaders until June.
  • He warns that AI infrastructure stocks are the only area receiving capital; small caps and KOSDAQ are underperforming.
  • He advises against long-term holding of 2x leveraged ETFs, as they are short-term instruments.
  • For short-term alpha, he recommends buying large-cap stocks that break their previous highs.
  • Park expects US rates to stay on hold while Korea, Japan, and Europe may hike, adding macro uncertainty.
  • He sees liquidity as the key driver of global asset prices, with Bitcoin and Gold moving in lockstep.
Trade Ideas
Park Byeong-chang Director, MP Partners 9:02
Avoid long-term leverage ETF holding.
Do not hold Korea 2x leveraged ETFs (e.g., KODEX 2X) for the long term because they are short-term trading instruments with high turnover; retail investors holding them are naive and likely to get hurt.
KODEX 2X MED
Park Byeong-chang Director, MP Partners 20:24
Hold Samsung, SK Hynix until June.
Hold Samsung Electronics and SK Hynix through June, buying on dips, because the first half is strong due to the semiconductor upcycle, LTA contracts, and event-driven inflows. After June, the market outlook weakens, so manage risk and take profits.
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 33:45
Avoid KOSDAQ, stick to large caps.
Avoid the KOSDAQ index as market support is concentrated in large-cap AI infrastructure stocks, and small caps are not participating. Buying KOSDAQ now will likely lead to losses.
KOSDAQ MED
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This 3PRO TV (삼프로TV) video, published May 27, 2026, features Park Byeong-chang discussing KODEX 2X, 000660.KS, 005930.KS, KOSDAQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: KODEX 2X, 000660.KS, 005930.KS, KOSDAQ