Even the successful Samsung has a 'sore spot'

Park Se-ik and Choi Ho discuss Korean market news including foreign selling dynamics, Samsung's weakening appliance/TV division (DX), Hyundai's humanoid robot plans, and KOSPI/KOSDAQ earnings divergence. Park Se-ik emphasizes holding Samsung long-term and suggests Samsung should pivot semiconductor profits into robotics. - Foreign investors sold 91 trillion won of KOSPI stocks yet their ownership share rose due to surging semiconductor stocks. - Samsung's DX (appliance/TV/mobile) division faces margin squeeze from Chinese competition and rising logistics costs. - Hyundai Motor Group plans to deploy 25,000+ Atlas humanoid robots at production sites. - Samsung and Google partner to launch AI smart glasses in H2 2025, challenging Meta. - KOSPI Q1 operating profit tripled year-on-year, driven by Samsung and SK hynix. - KOSDAQ still has 40% loss-making companies and rising debt ratios. - Park Se-ik advises not to sell Samsung even if price drops to 50,000-60,000 won. - Park Se-ik suggests Samsung should use semiconductor profits to aggressively invest in robotics.