With 8,000 points in sight, 'KOSPI still undervalued'... Reason for bold forecast

'8천피' 눈앞인데 "아직 코스피 저평가"…파격 전망의 이유
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Park Se-ik — Генеральный директор, бывший главный стратег
Park Se-ik reads financial news covering a Korea-US shipbuilding MOU, retail ETF inflows, Apple-Intel chip deal, Trump Media Bitcoin losses, obesity drug sales, and analyst views that KOSPI is still undervalued near 8,000 points. The show highlights a broadening AI rally beyond semiconductors into memory and infrastructure, while noting potential market overheating. - Hanmi and US sign MOU for shipbuilding partnership center. - Korean retail investors pour into ETFs, pushing domestic ETF assets to 456 trillion won. - Apple reportedly plans to use Intel foundry for some chips, reducing TSMC dependency. - Trump Media reports large losses due to Bitcoin price decline. - Eli Lilly's Mounjaro becomes the world's best-selling drug, surpassing Merck's Keytruda. - Analysts argue KOSPI is undervalued despite nearing 8,000, with a potential target of 9,000. - AI rally is broadening from Nvidia to memory, CPU, and infrastructure stocks. - Obesity drug sales surge but host questions long-term side effects.
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