Despite Large-Cap Semiconductor Corrections, Gaining Stocks Prevail... Where Is Rotation Focused According to Kim Younggu?

The domestic stock market showed a mixed trend due to weaknesses in large-cap semiconductor stocks. The KOSPI fell by more than 1%, dropping to the 6,900-point level, while the KOSDAQ rose by over 1%, surpassing the 850-point mark. Shares of Samsung Electronics and SK hynix each declined by 3–4%, which significantly dragged down the KOSPI.

In the Korea Exchange, foreign investors were net sellers by more than KRW 900 billion, while individual investors and institutions showed buying dominance. However, the number of rising stocks on the KOSPI far exceeded the number of declining ones, so despite the drop in the index, the overall sentiment for individual stocks remained relatively strong. Funds previously concentrated in large-cap semiconductor stocks were seen moving into sectors such as chemicals, construction, transportation, pharmaceuticals, and bio.

Investment expert Kim Younggu pointed out that, when there is a divergence between the index and individual stocks, it is critical to observe internal fund shifts within the market. Rather than interpreting adjustments in large caps as an overall market downturn, Kim suggests focusing on stocks with increasing trading value and accompanying movements within their respective sectors.

■ Top 3 Core Stocks Moving Contrary to the Index (Click Here)

By stock, HLB surged on news that its bile duct cancer treatment received approval from the U.S. Food and Drug Administration. This buying trend extended to related group stocks such as HLB Pharm and HLB Life Science. In the KOSDAQ market, the pharmaceutical and medical precision equipment sectors led the upward trend, filling the gap left by the semiconductor corrections.

In the chemical sector, LG Chem and SK Innovation showed gains, and buying activity was also observed in SH Energy & Chemical. In the glass substrate segment, with ongoing news about expanding global production facilities, there is also growing interest in the future movements of SKC, Chemtronics, JNTC, and other related companies.

■ Stocks of Focus for Rotation, Selected by Kim Younggu (Click Here)

Kim Younggu is monitoring whether the short-term correction in semiconductor stocks has stabilized while also tracking the sustainability of funds shifting into bio, chemical, and next-generation semiconductor materials sectors. Kim’s strategy is to select stocks that have both strong earnings and catalysts within sectors where actual buying activity is seen, rather than simply waiting for a rebound in the indices.

▶ [Market Analysis] Shifts in Fund Flows Amid Semiconductor Corrections... Kim Younggu's Core Portfolio Revealed (Click Here)

*** Recently Trending Stocks ***

HLB, HLB Pharm, LG Chem, SK Innovation, SH Energy & Chemical

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