Medium2026-10-22Short term · Leans positiveLonger term · Neutral

Brokerages Say KOSPI Bottom Confirmed; Samsung, SK hynix Seen Rebating in November

Korean brokerages say KOSPI has formed a W-shaped bottom and expect Samsung Electronics and SK hynix to rebound in November-December, even as reports note KOSPI shed 25.7 trillion won in a month amid memory-cycle doubts. Mixed views persist, but bottoming hopes may lift sentiment for SK hynix and memory peers near term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 3 related reports

조세일보 · 10-22 10:30 KST
KOSPI Bottoming Bets Grow; Samsung, SK hynix Seen Rebounding in Nov-Dec
Brokerages say KOSPI has confirmed a W-shaped bottom and expect Samsung and SK hynix to rebound in November-December. If realized, hynix shares could stage a near-term recovery, though memory pricing and foreign flows remain risks.
UDN · 10-22 10:26 KST
KOSPI Loses 25.7 Trillion Won in a Month as Samsung, SK hynix Slump; Memory Cycle in Question
Korean market cap shrank by 25.7 trillion won in a month as Samsung and SK hynix tumbled, raising doubts over the memory upcycle. Hynix, highly sensitive to pricing cycles, faces valuation downgrade pressure if peak-cycle fears spread.
경향신문 · 10-22 10:22 KST
Brokerages: KOSPI W-Bottom Confirmed, Samsung and SK hynix to Rebound in November
Korean brokerages believe KOSPI has completed a W-shaped bottom and expect Samsung and SK hynix to rebound in November. A return of flows to large-cap chip stocks could stabilize hynix, but durability hinges on memory prices and AI demand data.