commitment
Buy the KOSPI in tranches below 5,600p, with semiconductors, shipbuilding and biotech as core holdings.
A commitment by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.
5,600p 이하 분할 매수, 반도체·조선·바이오 핵심
Related claims
KOSPI attempted a rebound led by semiconductor stocks as bargain hunting flowed in after the recent short-term plunge; financial investment firms' net buying supported the index, but foreign net selling continued and limited the upside.FICC리서치부 전략/시황: 이경민 · statementKOSPI turned weak as AI investment sentiment contracted due to successive U.S. big tech corporate bond issuance news and Anthropic's financial burden, and caution ahead of the U.S. midterm elections also limited risk asset preference.FICC리서치부 전략/시황: 이경민 · statementKOSPI below 5,300 is judged to be an undershooting zone due to excessive concerns and supply pressure, and given the 5,330 level corresponding to 1x 12-month forward PBR, joining further selling has limited benefit.FICC리서치부 전략/시황: 이경민 · predictionThe Korean stock market showed a strong rebound, helped by bargain hunting after the recent sharp decline and by easing macro burdens, with buy-side sidecars triggered for both KOSPI and KOSDAQ.FICC리서치부 전략/시황: 이경민 · statementThe US midterm election count is driving the KOSPI lower, with the index reacting to Nasdaq 100 futures declines.FICC리서치부 전략/시황: 이경민 · statementGlobal risk appetite, interest rates and the dollar set the direction for the KOSPI market, while AI and data centers see expanded volatility.대신증권 이경민 · prediction