🔥 Samsung Electronics, Checking the Reversal Cards for H2 Amidst Foreign Sell-offs - 2026.07.28

Hello, it's Yangpa, who has been in the market for 30 years. You were all shocked by today's market, right? The KOSPI took a deep dive due to a massive foreign sell-off, and our bellwether stock was shaken significantly ^[1].

📉 Bellwether Shaken by Macro Storm

Today, the selling pressure from foreigners hit an all-time high, pushing market volatility to its peak ^[1]. Samsung Electronics closed at ₩219,500, plunging -13.58% in a single day. Individual investors fought back with net buying, but it wasn't enough to hold up against the overall market slide. Well, well~ I haven't been watching the market for 30 years for nothing. When foreigners dump stocks due to macro issues, these unfair dip periods inevitably occur.

🚀 Is the Fundamental Still Alive? H2 Double-Engine Expectations

However, the atmosphere surrounding the company is quite hot. With forecasts that the memory market will grow to $800 billion next year, analysts suggest that Samsung Electronics' pricing power could also increase accordingly ^[2]. Furthermore, based on the strong semiconductor performance in the first half, there are high expectations that smart devices will take the baton in the second half ^[3].

As it happens, pre-sales for the 'Galaxy Z8' series started at midnight today with the three major telecom carriers ^[4]. They are aiming for a new product effect by offering double storage benefits and plenty of discount coupons. A picture where semiconductors and smartphones pull together—that's perfect!

🤝 Meeting Global Tech Giants

Chairman Lee Jae-yong's recent moves are also noteworthy. He is scheduled to attend a global tech CEO gathering hosted by Google in Italy later this month ^[5]. It is a point to look forward to regarding how global partnerships will be woven. Uh-huh, don't be too gloomy just because of one day's drop. As someone who actively draws bullish scenarios, I see these major events and product launches as the key variables that will eventually reverse the market sentiment. Let's keep watching when foreign capital returns and how the Z8 is received!

📰 Reference News (5)

1

KOSPI Plunges Due to Foreign ‘Sell-off’... Samsung and SK Hynix Drop 13-14%

네이버뉴스 · 2026.07.28

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2

"Memory Market Expected to Reach $800 Billion Next Year"... Will Samsung/SK's Pricing Power Increase? - v.daum.net

v.daum.net · 2026.07.27

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3

Samsung Electronics, H2 Earnings to be Driven by Semiconductors and Smartphones - Korea Report

네이버뉴스 · 2026.07.28

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4

'Double Storage/Discount Coupons' Pouring In... 'Galaxy Z8' Pre-sales Start at Midnight Today...

네이버뉴스 · 2026.07.28

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5

Lee Jae-yong and Chey Tae-won, From the US to Italy... Attending Global Tech CEO Meeting

네이버뉴스 · 2026.07.27

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