Samsung Electronics can't rise? Same-day strategy (1008)

The video says Samsung Electronics' earnings were ambiguous, falling short of 110 trillion but not below 100 trillion, leaving the market in a taking-a-breather mood again today. It explains that the US 10-year Treasury auction cleared at 5.30, below the immediately preceding 5.36, which was better than feared but did not mean yields had fallen. It says the Nasdaq and S&P 500 declined after reaching all-time highs, while Korea had failed to keep pace with US gains over two business days, and with no Samsung surprise either, aggressive buying is difficult. It assesses the Korean stock market as having lost confidence, like an empty house, and entering an exhausted stage of giving up amid year-end job-security anxiety, moving-season funding needs, and disputes over how to interpret investor deposits of 100 trillion. It says that with dynamic management, one would quickly sell the worrying materials, components, and equipment stocks, trim biotech, buy only the index if the KOSDAQ falls to 888, and consider buying if the KOSPI declines. It explains that a year-end KOSPI expectation of 7,300 to 7,400 is more realistic than 7,700, making a return of 7 to 8% in quarter 4 reasonable, while looking for about 10% from Samsung and SK. It puts the chance of a sharp rally in November (month 11) and December (month 12) at 20%, urges investors already in profit to curb their greed, and sees little likelihood of a fall to a worst-case 6,500 unless AI collapses. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.