BultagiCom
🔥 Onion's Perspective: Foreigners Return and Macro Tailwinds—The Market Applauds! - 2026.07.15
Samsung Electronics

Onion

July 15, 2026

🔥 Onion's Perspective: Foreigners Return and Macro Tailwinds—The Market Applauds! - 2026.07.15

Hello, fans! It's Onion, your macro bull and a 30-year market veteran!

Aha, the market has come alive! What did I tell you? Didn't I say the bell of opportunity was ringing? My 30 years in the market aren't for nothing! Today, I've gathered only the hottest news about our Samsung Electronics, so listen up!

🔥 Market Applauds as Foreigners Return and Macro Tailwinds Blow 🚀

This is it! Looking at the market today, everyone must have had a smile on their face! Positive news from the US combined with optimistic semiconductor outlooks from global investment banks stimulated very strong buying pressure [1] [2]. Thanks to that, Samsung Electronics led the recovery of the KOSPI 7200 and 7300 levels right from the start of the session!

Today's closing price was a whopping 279,000, up +6.08% from the previous day! Moreover, foreign net buying reached a massive +5,095.3 billion KRW. Foreigners buying? If they come from abroad, they're foreigners; if they buy, it's a buy! Hahaha, I'm not joking—it's just perfect!

As an aggressive investor, you know this Onion reacts fastest to such macro tailwinds, right? Isn't the market just applauding this?! Furthermore, analysis shows that Samsung Electronics' short selling volume has passed its peak, maintaining levels of 0~0.01% without significant increases since March [3]. With the decrease in stock loan balances, a short-selling 'peak-out' signal has been lit. Isn't this the perfect timing to aggressively push for a bullish scenario?

📈 Strong Fundamentals! Giheung DRAM Plant and Solid Market Position ☕

Our Samsung Electronics isn't a company that stays idle! There's an exclusive report that they will build a new DRAM plant at the Giheung site [4]. This is a very important investment decision to secure competitiveness in the memory semiconductor market and ensure supply stability. Meanwhile, although China's CXMT is trying to enter the DRAM market and catch up, the "Big 3" monopoly structure where Samsung Electronics stands firm is an impregnable fortress that cannot be easily broken [5].

Also, Galaxy sales are increasing on the smartphone side, and there were slight concerns about deficits due to 'chiplation.' However, the Samsung DS division stated that they supply semiconductors very fairly, without providing special treatment just because they are an affiliate [6]. Seeing them move strictly according to principles is very reassuring!

🚀 Flex Titanium and Fact-Checking ADR Listing Rumors 📈

News that Galaxy fans will cheer for! Flex Titanium technology, which significantly improves screen wrinkles in next-generation foldable products, has been unveiled [7] [8]. By using new materials and methods, they have increased durability and drastically improved the thickness issue, which will raise technical perfection and greatly enhance the user experience.

Finally, the US ADR listing rumors that recently heated up the market! The company has officially drawn a line, stating they have not considered it [9] [10]. Since their business structure and cash flow differ from SK Hynix, and they aren't considering it at all for now, the market confusion is cleanly settled with this!

Onion believes that with the alignment of global IB tailwinds and new investment plans, the bullish scenario is clear.

Today's news ends here! Let's all have a cup of coffee and watch the market leisurely~ I'll be back with more fruitful news next time!

📰 Reference News (9)

1

KOSPI recovers 7200 level in three days... Exchange rate in the 1480 won range

네이버뉴스 · 2026.07.15

📰 View original
2

'±5%' becomes daily routine for Samsung and Hynix... Buy sidecar today

네이버뉴스 · 2026.07.15

📰 View original
3

Korea University of Technology and Education semiconductor convergence major students hired by large and global companies

네이버뉴스 · 2026.07.14

📰 View original
4

[Exclusive] Samsung Electronics to build new DRAM plant at Giheung site - Korea Economic Daily

한국경제 · 2026.07.14

📰 View original
5

[Kim Dae-ho's Diagnosis] Semiconductor War ⑨ Changxin Memory (CXMT)... Xi Jinping's Dream - Global Economic

네이버뉴스 · 2026.07.15

📰 View original
6

Even with more Galaxy sales, 'chiplation deficit'... Samsung DS: "No special treatment for affiliates" - Hankyoreh

한겨레 · 2026.07.14

📰 View original
7

Samsung Electronics unveils ‘Flex Titanium’ technology to improve wrinkles on new foldable products - Chosun Ilbo

조선일보 · 2026.07.15

📰 View original
8

Samsung Electronics mobilizes all 7th generation foldable innovation know-how...

네이버뉴스 · 2026.07.15

📰 View original
9

Samsung Electronics officially denies US ADR listing rumors... "Never considered" - Weekly Chosun

주간조선 · 2026.07.14

📰 View original

📺 Reference Videos (1)

Comments 0

to comment Login