ASSETCASTING
Understanding: All the Knowledge in the WorldOctober 22, 2026

Why foreigners bought Samsung while retail investors sold on “chips are finished” headlines (AFW Partners CEO Lee Seon-yeop) | Broadcast 26/10/21

Learning guide
What to look for
Examine the guest’s approach to dividing a selloff into phases and cross-checking overseas peers, cash and ETF flows, credit, collateral and political variables.
Why it matters
Separate observations, assumptions and policy views without turning one price move into a single-cause story or treating net buying, collateral values and low spreads as guarantees of recovery.

Timeline

11 segments

  3. The guest cites recent foreign and retail flows, including Samsung purchases, to challenge claims that all foreign investors were leaving. Periods, markets, securities, cash trading and ETF flows differ, and net buying alone does not reveal motives or establish future gains or an entry point.

Learning through cases

Markets · 2024.08

After a sell-off, is the rebound about selling pressure or better earnings?

The 2024 yen carry unwind helps separate the causes of a sell-off from the evidence needed to assess a rebound. A recovering price does not necessarily mean a better earnings outlook.

Applying this case to the note

Complement the discussion of inflation shocks, de-risking and flows with historical deleveraging and subsequent credit conditions. Even a valid flow explanation does not establish when current selling ends, foreign investors’ motives, recovery speed or fair value.

Think it through: How can we distinguish a rebound caused by easing selling pressure from a rise supported by improving company value?

Read the evidence and limitations →

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Educational information only; not investment advice.