KOSDAQ surged, but if it reaches 'this price,' I will sell in installments. / Why you must endure Samsung Electronics and SK Hynix even if it's frustrating now | Team Leader Hwang Yu-hyeon

[#Emergency Interview] KOSDAQ surged, but if it reaches 'this price,' I will sell in installments. / Why you must endure Samsung Electronics and SK Hynix even if it's frustrating now | Team Leader Hwang Yu-hyeon
Watch on YouTube ↗  |  August 10, 2026 at 09:30  |  22:40  |  815 Money Talk (815머니톡)
Speakers
Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

Hwang Yu-hyeon, Team Leader at Shinhan Investment Securities, explains the 7% KOSDAQ surge as normalization from an extreme, supply-driven July sell-off. He sees further upside across KOSDAQ, recommends holding Samsung Electronics and SK Hynix for eventual rotation, and identifies semiconductor equipment ETFs, battery stocks, and biotech names as key beneficiaries of the rebound.

  • KOSDAQ's 7% jump is a normalization rally from a panic sell-off, with more room to run even after today's spike.
  • SK Hynix's 35 trillion won investment announcement is triggering a capex cycle that lifts semiconductor equipment stocks.
  • Battery and biotech sectors, among the most supply-damaged, are staging strong technical bounces.
  • Samsung Electronics and SK Hynix are not broken – they are consolidating and will eventually rotate higher.
  • The speaker prefers ETF exposure for semiconductor equipment rather than chasing early-stage individual names.
  • A V-shaped KOSPI rebound is underway, and the overall market is healing from late July's extreme dislocation.
Ideas
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 1:47
Biotech normalization bounce, Alteogen leads
Biotech stocks that were heavily battered by the sell-off are staging a violent normalization bounce. Alteogen has broken past resistance despite an upcoming rights offering and is leading the sector higher. ABL Bio, Peptron, OliX and LigaChem are following. The bounce may evolve into a new sector leadership if the rotation continues.
196170.KQ 298380.KQ 108490.KQ 267250.KS 322210.KQ MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 2:06
Worst over, battery stocks recovering
Korean secondary battery stocks have suffered from supply damage but the worst is now behind them. Samsung SDI reported surprisingly good earnings, and LNF posted solid net profit. LNF already bounced 25% from its bottom, and the sector has further room to recover as the swing trade continues.
066970.KS 006400.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 2:40
KOSDAQ oversold, further rebound ahead
KOSDAQ is normalizing after an abnormal, supply-driven crash in late July that resembled a natural disaster. The KOSDAQ 150 Leverage ETF surged 16% today, but the index is still far from its previous decline, with a 50% retracement target around 930 points. Pullbacks will offer buying opportunities, and the rebound has further room to run.
KOSDAQ 150 Leverage ETF HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 3:58
KOSPI V-shaped rebound after July plunge
The KOSPI market is also recovering from an extreme panic sell-off in late July that he compares to a natural disaster. A V-shaped index rebound is already underway, and the market has much further to run compared to the extent of the prior decline.
KOSPI 200 Index MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 5:04
Hold Samsung SK Hynix, eventually rise
Samsung Electronics and SK Hynix are currently consolidating sideways after a steep drop. There is no reason to sell them now, and they will eventually join the market rebound. Their rebound is necessary for a healthy overall market. Investors with high weight should hold through this period of range-bound price action.
005930.KS 000660.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 19:24
SK hynix capex benefits equipment ETFs
SK Hynix's 35 trillion won new investment announcement is triggering a capex cycle that will benefit semiconductor materials, parts and equipment companies. Facility investment news from suppliers is already emerging and being rewarded by the market. DS KOSDAQ Active ETF and AI core equipment ETFs holding these names are in early uptrends and offer exposure.
0220B0.KS SMH MED
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This 815 Money Talk (815머니톡) video, published August 10, 2026, features Hwang Yoo-hyun discussing 196170.KQ, 298380.KQ, 108490.KQ, 267250.KS, 322210.KQ, 066970.KS, 006400.KS, KOSDAQ 150 Leverage ETF, KOSPI 200 Index, 005930.KS, 000660.KS, 0220B0.KS, SMH. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun  · Tickers: 196170.KQ, 298380.KQ, 108490.KQ, 267250.KS, 322210.KQ, 066970.KS, 006400.KS, KOSDAQ 150 Leverage ETF, KOSPI 200 Index, 005930.KS, 000660.KS, 0220B0.KS, SMH