Name: Foreigners are scooping it up... The reason for seeing KOSPI up to 7500 in the first rally / Hyundai Motor and Hyundai Mobis's trend is suspicious | CEO Lee Gwon-hee
Uploaded: 2026-08-14T07:00:21+00:00
Duration: 1282 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Gwon-hee discusses the current state of the Korean stock market, highlighting a short-term relief rally that could push the KOSPI towards the 2,750 level. He identifies opportunities in oversold consumer discretionary stocks and highlights strong technical setups in the IT hardware and automotive sectors.

Extending trading hours may increase volatility for KOSDAQ small-cap stocks without adding new liquidity.
Oversold consumer stocks like Lotte Tour Development, Seobu T&D, Shinsegae, and Hyundai Department Store are ripe for technical rebounds.
Samsung Electro-Mechanics and LG Innotek are showing strong upward momentum and trend reversals.
Bill Gates' visit to South Korea is providing a strong catalyst for SMR-related stocks like Doosan Enerbility.
Hyundai Motor and Hyundai Mobis are consolidating in tight ranges, suggesting imminent upward breakouts driven by low valuations and upcoming events.
Investors are advised to avoid chasing morning rallies and instead buy at the close due to foreign futures selling pressure.

Ideas

Lee Kwon-hee CEO, Economist 3:36

Oversold conditions make a technical rebound likely.

Lotte Tour Development has dropped significantly back to its April 2024 price levels, creating an attractive oversold setup where bottom-fishing investors are entering, making a technical rebound to the 60-day moving average likely.

Lee Kwon-hee CEO, Economist 4:48

Upcoming holidays and Chinese tourists drive rebounds.

Seobu T&D is bottoming out and could see a strong rebound driven by the upcoming Chuseok holiday, which is expected to bring an influx of Chinese tourists to its hotel properties.

Lee Kwon-hee CEO, Economist 5:29

Sector rotation will lift oversold retail stocks.

Shinsegae and Hyundai Department Store have fallen significantly despite posting good earnings; as investors rotate profits out of the cosmetics sector, they are likely to move into these oversold consumer discretionary stocks.

Lee Kwon-hee CEO, Economist 6:15

Lack of overhead resistance supports upward movement.

Samsung Electro-Mechanics has easily reached its current resistance levels due to a lack of overhead supply, and after a brief consolidation, it is well-positioned to break out and move higher.

Lee Kwon-hee CEO, Economist 8:21

Ibiden's strength will boost Korean substrate peers.

Japanese substrate leader Ibiden is aiming for previous highs, and its strong performance will likely act as a positive catalyst for Korean peers like Samsung Electro-Mechanics and LG Innotek.

Lee Kwon-hee CEO, Economist 8:58

Bill Gates' visit provides momentum for SMRs.

SMR-related stocks like Doosan Enerbility are gaining strong momentum due to Bill Gates' visit to South Korea and his meetings with major corporate heads regarding TerraPower and nuclear energy investments.

Lee Kwon-hee CEO, Economist 11:13

Upcoming events and low valuation signal breakout.

Hyundai Motor is trading quietly in a tight range but could see a massive breakout candle driven by its upcoming Investor Day in late August, where robotics updates are expected, along with its deeply undervalued PBR.

Lee Kwon-hee CEO, Economist 12:15

Suspicious two-month consolidation suggests an imminent breakout.

Hyundai Mobis has been forming a massive, suspicious box-range consolidation for two months, a pattern very similar to Alteogen's past setup, suggesting a strong upward breakout is imminent.

Lee Kwon-hee CEO, Economist 14:32

Avoid morning rallies and buy at close.

Following the options expiration, foreign investors might sell futures to average down their short positions, which could reduce market gains towards the afternoon; therefore, investors should avoid chasing morning rallies and prefer buying at the close.

Lee Kwon-hee CEO, Economist 18:28

High volatility drives a strong catch-up rally.

SK hynix exhibits higher volatility than Samsung Electronics and is currently rebounding strongly to close the valuation gap and catch up with Samsung's recent performance.

Foreigners are scooping it up... The reason for seeing KOSPI up to 7500 in the first rally / Hyundai Motor and Hyundai Mobis's trend is suspicious | CEO Lee Gwon-hee

Summary

Ideas

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