---
title: "Buy the KOSPI in tranches below 5,600p, with semiconductors, shipbuilding and biotech as core… — 대신증권 이경민 — DecisionGateway"
description: "commitment by 대신증권 이경민, recorded recently — verbatim quote and source citation."
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> Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt)

commitment

# **Buy the KOSPI in tranches below 5,600p, with semiconductors, shipbuilding and biotech as core holdings.**

A commitment by 대신증권 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *5,600p 이하 분할 매수, 반도체·조선·바이오 핵심*

daishinstrategyPublished 2026-11-05 [ Read source](https://t.me/daishinstrategy/6397)

## **Discussion**

## **Related claims**

[**KOSPI attempted a rebound led by semiconductor stocks as bargain hunting flowed in after the recent short-term plunge; financial investment firms' net buying supported the index, but foreign net selling continued and limited the upside.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d729-fa05-7300-85c8-11a5c3f9f798) [**KOSPI turned weak as AI investment sentiment contracted due to successive U.S. big tech corporate bond issuance news and Anthropic's financial burden, and caution ahead of the U.S. midterm elections also limited risk asset preference.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d718-7186-76f9-bff6-f20f9b68b964) [**KOSPI below 5,300 is judged to be an undershooting zone due to excessive concerns and supply pressure, and given the 5,330 level corresponding to 1x 12-month forward PBR, joining further selling has limited benefit.**FICC리서치부 전략/시황: 이경민 · prediction](https://dgw.tmarket.io/claims/01a1d714-863e-7c02-bed3-14b225ced0c8) [**The Korean stock market showed a strong rebound, helped by bargain hunting after the recent sharp decline and by easing macro burdens, with buy-side sidecars triggered for both KOSPI and KOSDAQ.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d733-0372-7e97-8727-9ef3dae78c75) [**The US midterm election count is driving the KOSPI lower, with the index reacting to Nasdaq 100 futures declines.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c4e6-713e-980a-df366f971002) [**에이프릴바이오, LG이노텍, 씨엠티엑스, 에치에프알, 대한전선, 인텔리안테크, 에스비비테크, 브이엠, 두산퓨얼셀, STX엔진, 파두, 자화전자, 펨트론, 현대오토에버, HD현대일렉트릭, 한선엔지니어링, 에이디테크놀로지, 엠케이전자, 넥스틴, 신성이엔지 and others are large-decline stocks in Korea.**미래에셋증권 퀀트 Daily · statement](https://dgw.tmarket.io/claims/01a1d859-6d57-750f-8218-d7905e3299c2)

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```

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