This is why Korean stocks cannot rise

The video is the weekly RTS for Friday, September (month 9) 18. It notes that the KOSPI rose 2.66% on Friday but fell over the week, and views the convergence of the 20·60·120 day moving averages as a sign that an explosive move in either direction is imminent. Although the market weathered the FOMC's 25bp rate hike and the BOJ's hike well, the speaker recommends buying after the Chuseok holiday, citing statistics showing that stocks were weak for one or two months after rate hikes. The speaker also reassesses Federal Reserve Chair Kevin Warsh as hawkish based on his remarks about the prices ordinary people face and his market-oriented stance. The assessment of Trump is critical, citing broken campaign promises, appointments based on loyalty, and uncertainty surrounding the midterm elections. In the R Point segment, the speaker uses a songpyeon rice-cake analogy to raise questions about shareholder returns. Despite Samsung Electronics' operating profit in the 400 trillion won range in 2026, the portion of its 1520 trillion won market capitalization attributed to future expectations amounts to only 941 trillion won; the speaker identifies management-determined capital expenditure and a plan to invest 2450 trillion won through 2040 as the reasons. The speaker views the gap between the KOSPI's PBR of 2.2 times and that of the S&P 500 as an issue of the maturity of market capitalism, and concludes that the channel's role is to improve financial literacy. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.