Even if there's a rebound next week, blindly following it is risky... The reason why you need to secure your cash allocation now

Summary

Lee Jae-gyu discusses the sharp KOSPI correction after a rapid rally, attributing it to macro instability and profit-taking. He advises buying the dip in Samsung Electronics and SK hynix with a trading mindset, recommends Hyundai Motor as a long-term buying opportunity, and urges investors to reduce equity exposure on any rebound next week. The video also covers foreign selling dynamics and technical levels to watch.

• KOSPI plunged after reaching 8,000, driven by macro headwinds and profit-taking.
• Lee Jae-gyu recommends a tactical buy in Samsung and SK hynix but warns of further downside.
• Hyundai Motor is highlighted as a buying opportunity due to breakouts and favorable valuation.
• Investors are advised to trim positions and secure cash on any rally next week.
• Foreign selling is largely attributed to portfolio rebalancing, not fundamental deterioration.
• The 5-day moving average and key levels (7643, 7844) are used to time risk reduction.
• Undervalued sectors like gaming are noted but not recommended for immediate action.
• Long-term perspective is encouraged; short-term FOMO should be avoided.