Why Samsung Electronics and SK Hynix, which were rebounding, suddenly collapsed / Black Monday Plunge, Korean Stock Market in Panic | CEO Lee Juhyeon

Watch on YouTube ↗  |  July 20, 2026 at 06:30  |  22:20  |  815 Money Talk (815머니톡)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

CEO Lee Juhyeon analyzes why Samsung Electronics and SK Hynix collapsed again despite earlier rebounds, citing Middle East war escalation, Chinese AI cost shocks, and inflation fears as drivers. He identifies technical support levels for SK group stocks, notes renewable energy as a structurally attractive theme, and discusses whether upcoming KOSDAQ policy measures could spark a turnaround. Overall, he advocates cautious, risk-managed approaches.

  • Market fell as Middle East tensions, Chinese AI cost worries, and inflation concerns drove a risk-off mood.
  • Philadelphia Semiconductor Index’s ~20% decline signals bearish sentiment, dragging Korean chip names.
  • SK Hynix, SK Inc., and SK Square are holding key technical supports, offering potential dip-buying entries for light positions.
  • Renewable energy stocks gained early on data-center power demand and oil price surges, but gave back gains with the broad selloff.
  • Semiconductor equipment leaders PSK, Tes, and VM suffered strong profit-taking after prior outperformance.
  • KOSDAQ’s deep decline makes it sensitive to policy catalysts, though the planned league system may hurt excluded stocks more.
  • Lee Juhyeon recommends waiting for directional confirmation and managing risk tightly in this volatile environment.
Ideas
Lee Ju-hyeon Director, Xangle 7:20
Buy SK group at technical support cautiously.
SK Hynix, SK Inc., and SK Square are holding above their July 14 lows and previous trend breakout levels, creating technical support zones. A double-bottom formation is possible, and for investors with very light positions, scaling in at these support levels with tight stop losses offers a low-risk bounce trade. The market is oversold and fearful, but buying can be attempted gradually only if one has the capacity to manage risk and cut losses short.
034730.KS 402340.KS 000660.KS MED
Lee Ju-hyeon Director, Xangle 13:20
Renewables attractive on power demand and war.
Renewable energy stocks benefit from structural growth in data center power demand, an intensifying heat wave driving electricity consumption, and a prolonged Middle East war pushing up oil prices, making alternatives more attractive. The theme is fundamentally intact even though overall market weakness has pulled these stocks back from early session gains.
475150.KS 010060.KS 322000.KS MED
Lee Ju-hyeon Director, Xangle 18:54
KOSDAQ may rally if policy catalyst emerges.
KOSDAQ has fallen sharply and any well-designed government support policy could act as a catalyst for a rebound, although the proposed league system may hurt excluded stocks. Investors should watch for concrete policy announcements as a potential trigger to enter beaten-down KOSDAQ names.
KOSDAQ Index LOW
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815 Money Talk (815머니톡) · Jul 20

This 815 Money Talk (815머니톡) video, published July 20, 2026, features Lee Ju-hyeon discussing 034730.KS, 402340.KS, 000660.KS, 475150.KS, 010060.KS, 322000.KS, KOSDAQ Index. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: 034730.KS, 402340.KS, 000660.KS, 475150.KS, 010060.KS, 322000.KS, KOSDAQ Index