Jo Jin-pyo

Samsung Electronics and SK Hynix are gravely undervalued despite record earnings power. Palantir's earnings prove AI can generate real revenue for the memory/cloud chain, answering the key question of when AI investment will pay off. Both Korean chipmakers are on track for massive profits (over KRW 1,000 trillion combined next year), yet trade at extremely low P/E ratios. The sell-off has created a cheap entry point, and the AI semiconductor cycle remains intact.

Hyundai Motor is currently the most undervalued robot-related stock. The share price has crashed over 50% due to four reasons — US tariffs, short-term earnings pressure from inventory clearance, the broad KOSPI large-cap collapse, and fading robot hype. However, Hyundai Motor should be re-rated as a physical AI company: it owns Boston Dynamics (world's best robot tech), is building a dedicated robot factory in the US, and its autonomous driving already makes cars outdoor AI robots. The crucial catalyst is a Boston Dynamics IPO, which would unlock hidden robot value, bring financial benefit, and improve Hyundai Group's governance structure. Even without robot premium, Hyundai trades at ~10x P/E, which is cheap.

Samsung Electronics and SK Hynix are gravely undervalued despite record earnings power. Palantir's earnings prove AI can generate real revenue for the memory/cloud chain, answering the key question of when AI investment will pay off. Both Korean chipmakers are on track for massive profits (over KRW 1,000 trillion combined next year), yet trade at extremely low P/E ratios. The sell-off has created a cheap entry point, and the AI semiconductor cycle remains intact.

Robotis is a top small-cap robot pick because it is one of the few robot companies actually turning from loss to profit. It has a leading position in actuators crucial for robotics, and its financial improvement signals real commercial traction. While most robot stocks lack earnings support, Robotis provides a rare combination of genuine robot exposure and improving fundamentals, making it a standout in the sector.

The KOSPI is trading at historically low valuations with a forward P/E of around 5.5x, which is cheaper than during the 2008 financial crisis and the COVID-19 pandemic. The recent market crash was driven by supply and demand factors, such as leverage unwinding and AI fund issues, rather than fundamental weakness. The index is expected to consolidate and then follow a step-by-step upward trend, likely reaching its previous highs within a year.

Market leadership is shifting away from the heavy concentration in the semiconductor sector. Foreign capital is now rotating into secondary batteries, pharmaceuticals and biotechnology, and the financial sector. This trend of liquidity moving into high-quality stocks across these alternative sectors is expected to continue.

Market leadership is shifting away from the heavy concentration in the semiconductor sector. Foreign capital is now rotating into secondary batteries, pharmaceuticals and biotechnology, and the financial sector. This trend of liquidity moving into high-quality stocks across these alternative sectors is expected to continue.