KOSDAQ's surge is not a 'surge' but 'normalization'... Will a double-bottom correction come? / Samsung Electronics, SK Hynix are gathering strength now.. A strong rebound will follow. | Team Leader Hwang Yu-hyeon

Смотреть на YouTube ↗ | 11 августа 2026, 08:30 | 22:31 | 815 Money Talk (815머니톡)

Спикеры

Hwang Yoo-hyun — Руководитель группы частного банковского обслуживания, NH Investment & Securities

Team Leader Hwang Yu-hyeon views the KOSDAQ surge as a normalization from July's extreme oversold conditions, with further upside to the 900 area. He recommends buying the KOSDAQ 150 ETF and large-cap recovery plays like Alteogen, EcoPro, and Rainbow Robotics, as well as Jusung Engineering for those picking individual stocks. He also sees Samsung Electronics and SK Hynix as oversold buys, with a strong rebound expected on shareholder return catalysts. - KOSDAQ's rise is a normalization, not a bubble; it can reach 900+ as dislocations unwind. - Easiest strategy: buy KOSDAQ 150 ETF or large-cap stocks to ride the recovery. - Specific large-cap recovery plays: Alteogen, EcoPro, Rainbow Robotics still have upside. - Jusung Engineering highlighted as a deep oversold individual stock pick. - Samsung Electronics and SK Hynix are oversold; shareholder return policy in Q3 could spark a rebound, with SK Hynix target 180k–210k KRW. - Avoid chasing sharp rallies; gradual recovery preferred, balance KOSPI and KOSDAQ exposure. - Government support for semiconductor materials/equipment provides a tailwind but is not the primary driver.

Идеи

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 1:32

KOSDAQ normalization rally toward 900 points.

The KOSDAQ's recent rise is not an irrational surge but a normalization from the abnormal oversold conditions in July. The index still has room to reach the 900 area as it recovers from extreme dislocations. The easiest approach is to buy a KOSDAQ 150 ETF or large-cap stocks to participate in the broad recovery.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 2:21

KOSDAQ large-caps recover from July oversold.

Key large-cap KOSDAQ stocks like Alteogen, EcoPro, and Rainbow Robotics were excessively beaten down and still haven't resolved the oversold gaps. As the market normalizes, these leaders can continue rising from their dislocated levels, providing further upside.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 15:09

Jusung Engineering recovering from historic oversold.

Jusung Engineering has been historically oversold and is now recovering from extreme dislocations. If an investor prefers individual stocks over the index, Jusung Engineering offers a specific recovery play with room to run, as it remains cheap relative to its pre-decline levels.

Hwang Yoo-hyun Руководитель группы частного банковского обслуживания, NH Investment & Securities 17:56

Samsung, SK Hynix oversold rebound ahead.

Samsung Electronics and SK Hynix are deeply oversold, with SK Hynix in a historic oversold territory. The expected shareholder return policy announcement in Q3 serves as a catalyst for a rebound. SK Hynix could retrace at least 30%, up to 50%, targeting 180,000-210,000 won, while Samsung Electronics is also a buy at current levels. A strong rebound is ahead.