Rebound Starting? The Real Signal Hidden in Foreigner Buying | Ha Chang-wan, Habono's Stock Story CEO

Summary

Ha Chang-wan, CEO of Habono's Stock Story, joins hosts Jeong Pro and Biset to analyze the Korean market rebound. He highlights AI software and infrastructure as key themes, notes the importance of foreigner inflows and yen strength, and details critical technical levels for SK hynix, Samsung Electronics, and Hyundai Motor. The discussion also covers opportunities in biotech, telecom equipment benefiting from China sanctions, and LG Innotek's Tesla Cybercab camera supply deal.

• AI software stocks surge after Palantir's strong earnings, lifting domestic names like Soltricks and Konan Technology.
• Domestic AI infrastructure (transformers, LS Electric) diverges from US peers that are making new highs, creating a bottoming opportunity.
• Telecom equipment stocks such as RFHIC rally on China's sanctions on optical transceivers.
• LG Innotek emerges as the exclusive camera supplier for Tesla's Cybercab robotaxi.
• SK hynix must reclaim 1.72 million won and Samsung Electronics must hold 252,000 won for a trend change signal.
• Hyundai Motor is still in a downtrend; a breakout above 433,000–450,000 won is needed for a reversal.
• Biotech names like LigaChem Bio are recovering, a key driver for KOSDAQ's potential rally.
• Macro tailwinds from yen strength and lower oil prices improve the global liquidity picture.