Korean Stock Market Plunges, Can It Rebound Next Week? / KOSDAQ Penny Stocks, Fear of Delisting Grows

Korean Stock Market Plunges, Can It Rebound Next Week? / KOSDAQ Penny Stocks, Fear of Delisting Grows | Team Leader Oh Hyun-jin
Watch on YouTube ↗  |  May 17, 2026 at 03:01  |  19:46  |  815 Money Talk (815머니톡)
Speakers
Oh Hyun-jin — Team Lead

Summary

Oh Hyun-jin analyzes the May 15 Korean stock market plunge, attributing it to profit-taking at the 8,000 KOSPI level and the end of Q1 earnings season. He advises avoiding low-quality KOSDAQ stocks due to tightening delisting rules and rotating into undervalued earnings sectors like food & beverage and oil refining. He also notes that robot stocks, led by Doosan Robotics, remain a selectively strong theme.

  • KOSPI and KOSDAQ plunged on heavy foreign selling, with profit-taking at the 8,000 level after a strong rally.
  • Q1 earnings season ends, creating a potential supply vacuum until Q2 results.
  • Food & beverage stocks (Nongshim, Samyang, Ottogi) held up due to undervaluation relative to earnings.
  • Oil refining stocks (GS, S-Oil, Korea Zinc) have Q1 earnings not yet reflected in prices.
  • Robot stocks, especially Doosan Robotics, surged on agent robot development plans; selective strength expected.
  • KOSDAQ delisting rules are being tightened – avoid penny stocks and weak microcaps.
  • USD/KRW breaking above 1,500 is a risk factor for foreign inflows.
  • Technical breakdown of the 5-day moving average suggests further downside; reduce exposure.
Trade Ideas
Oh Hyun-jin Team Lead 6:32
Robot theme alive, selective strength likely.
Doosan Robotics' agent robot development plan validates the AI-to-humanoid narrative, keeping the robot theme alive. Selective strength among robot stocks will persist, though not all will rise.
454910.KS MED
Oh Hyun-jin Team Lead 6:41
Food stocks undervalued, good earnings support.
Food and beverage stocks like Nongshim, Samyang Foods, and Ottogi have strong earnings but have fallen too much relative to fundamentals, making them undervalued and likely to rebound.
004370.KS MED
Oh Hyun-jin Team Lead 12:49
Avoid KOSDAQ microcaps due to delisting risk.
Tightening delisting rules (market cap threshold rising to 300 billion won, penny stock under 1,000 won, capital impairment criteria) make KOSDAQ penny stocks and low-quality microcaps extremely risky. Investors should cut these positions even at a loss.
KOSDAQ penny stocks (microcaps) HIGH
Up Next
1:04:31
Did Han Myeong-hoe name "Apgujeong" too? | Shin Byung-joo, Konkuk University History Professor [Weekend Interview]
3PRO TV (삼프로TV) · May 17
20:26
Small-Cap Stocks Stronger Than Large-Cap Stocks, Global Investment Strategy Seen as Reversal Signal | Chesley Investment Advisory Vice President Choi Il-ho
Chesley Investment Advisory (체슬리투자자문) · May 17
20:56
KOSPI Plunges 6%... How Can Individual Investors Survive? / Physical AI Survived Even in a Crash Market | CEO Lee Gwon-hee
815 Money Talk (815머니톡) · May 16
14:56
NUBANK: VALE COMPRAR AGORA? INVESTIDORES ANALISAM PREÇO E RISCOS
Market Makers · May 16
42:30
KOSPI will go to 10,000" Salaries won't be able to keep up | Dr. Kim Hanjin [Weekend Interview]
3PRO TV (삼프로TV) · May 16

This 815 Money Talk (815머니톡) video, published May 17, 2026, features Oh Hyun-jin discussing 454910.KS, 004370.KS, KOSDAQ penny stocks (microcaps). 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin  · Tickers: 454910.KS, 004370.KS, KOSDAQ penny stocks (microcaps)