SK Hynix: Why Are Foreigners Suppressing the Stock Price? / The Tiring Sideways Market – When Will It Break Out? | CEO Kim Min-soo

Summary

Host Park Hyun-sang interviews CEO Kim Min-soo about the exhausting sideways Korean market. Kim explains that low valuations are not a catalyst and that foreigners are deliberately pressing down SK Hynix and Samsung Electronics to soak up supply. He argues the semiconductor cycle is intact, advises holding core semiconductor positions, and suggests watching Micron Technology for a breakout that could lead Korean semis higher.

• KOSPI remains stuck in a boring sideways range with record-low PER, but cheapness alone is not moving the market.
• Foreigners are actively suppressing SK Hynix and Samsung Electronics via stock futures, compressing volatility and exhausting retail investors.
• The semiconductor upcycle is not over; the current price action is supply-driven, not fundamental deterioration, and a sharp breakout is expected once the pressing ends.
• A drop in the VKOSPI volatility index toward the 50s would signal the energy has been accumulated enough for a directional move.
• Micron Technology is holding above key support and could act as a catalyst for the global semiconductor sector if it breaks out.
• Investors should hold core semiconductor positions and selectively trade small/mid-cap themes only to rebuild confidence, not abandon their main holdings.