Buying Momentum Spreads from Large Caps to Small- and Mid-Caps... What Are the New Market Trends Noted by CEO Donghwa Kim?

The domestic stock market is showing signs of recovery, supported by eased concerns about U.S. interest rate hikes and simultaneous buying by foreign and institutional investors. Large-cap semiconductor stocks are bolstering the KOSPI, while upward momentum in the KOSDAQ is expanding, leading to a rapid flow of capital into small- and mid-cap growth stocks.

In particular, as anticipation builds for Apple's upcoming launch of a new foldable phone, there is growing interest in the relevant component supply chain. Buying momentum is flowing into companies such as BH, which manufactures flexible printed circuit boards, as well as FineMTech, KH Vatec, Dowooinsys, and Interflex, positioning foldable phone-related stocks at the new center of the market.

As rotation expands from large-cap led index recovery to individual growth stocks, Donghwa Kim, CEO, is analyzing trading value and stock-by-stock fund flows.

■ Top 3 Key Stocks by Fund Movement in the Market Identified (Click)

CEO Donghwa Kim explained, "Rather than just focusing on index gains themselves, it is essential to monitor which industries are attracting buying interest," adding, "It is important to identify stocks that have potential for performance improvement, momentum from new products, and increasing trading value."

■ Check CEO Donghwa Kim's Market Response Strategy and Key Focus Stocks (Click)

Apple's entry into the foldable phone market is driving growth expectations across the domestic component supply chain, including display panels, hinges, FPCB, and ultra-thin strengthened glass. BH supplies FPCB to North American clients, FineMTech specializes in built-in hinges for foldable devices, and Dowooinsys operates its main business in ultra-thin strengthened glass.

However, Kim cautions that, as these related stocks have moved sharply in a short period, it is necessary to distinguish between mere expectations and actual supply viability and performance contributions. CEO Donghwa Kim has narrowed down the list to stocks that show sustained trading value and can absorb profit-taking supply, indicating follow-up potential.

▶ [Market Strategy Release] Check Next-Generation Key Focus Stocks Reviewed by CEO Donghwa Kim (Click)

*** Recently Highlighted Market Stocks ***

BH, FineMTech, KH Vatec, Dowooinsys, Interflex

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