KOSDAQ, Historically Alienated, Will Expectations for Policy Change Grow?

KOSDAQ, Historically Alienated, Will Expectations for Policy Change Grow? | Park Byung-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  June 01, 2026 at 00:27  |  41:50  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang discusses the extreme divergence between KOSPI and KOSDAQ, expecting policy actions to support KOSDAQ. He remains bullish on Samsung Electronics and SK Hynix, citing strong AI-driven demand and Goldman Sachs forecasts. He also highlights display as a safe KOSDAQ sector and warns about algorithmic trading scams.

  • KOSPI surged 101% year-to-date while KOSDAQ fell 9.8% in May, a record divergence.
  • Park expects post-election policy measures to boost KOSDAQ index and reduce the gap.
  • Goldman Sachs report projects combined Samsung Electronics and SK Hynix revenue surpassing 1,000 trillion won by 2028.
  • Display sector is recommended as a relatively safe bet within KOSDAQ for those wanting exposure.
  • Most small-cap semiconductor suppliers are failing to follow the top two memory stocks.
  • AI investment is rotating from infrastructure to application and device stocks.
  • Preferred shares of large caps show extreme discounts but may not close quickly.
  • Park warns about fraudulent algorithmic trading schemes targeting retail investors.
Trade Ideas
Park Byeong-chang Director, MP Partners 7:17
KOSDAQ index play on policy.
After the local elections, policy support for the KOSDAQ index is highly likely due to extreme divergence from KOSPI. The KOSDAQ index can be raised through top-weighted sectors, and index play is the safest approach if one wants to participate in a potential rebound.
KOSDAQ Index MED
Park Byeong-chang Director, MP Partners 19:32
Display sector safest in KOSDAQ.
Within the KOSDAQ market, the display sector is the safest bet for investors who want to play a KOSDAQ rebound. It is one of the top market-cap sectors and offers relative safety compared to other lagging sectors.
KOSDAQ Display Sector MED
Park Byeong-chang Director, MP Partners 27:33
Memory duopoly leads AI rally.
Samsung Electronics and SK Hynix are the key beneficiaries of AI-driven memory demand, supported by Goldman Sachs forecasts projecting combined revenue exceeding 1,000 trillion won by 2028. The market continues to rally driven by these two stocks, and investor questions confirm sustained interest. The thesis is that the semiconductor duopoly will continue to lead the KOSPI rally.
005930.KS 000660.KS HIGH
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This 3PRO TV (삼프로TV) video, published June 01, 2026, features Park Byeong-chang discussing KOSDAQ Index, KOSDAQ Display Sector, 005930.KS, 000660.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: KOSDAQ Index, KOSDAQ Display Sector, 005930.KS, 000660.KS