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Samsung Electronics is a long position with a target price of 300,000 won. She plans to sell at that level, implying continued upside from the current 286,000 won.
Defense stocks like Hanwha Aerospace and LIG Nex1 are attractive after recent pullbacks due to structural global defense spending increases, cost competitiveness, and strong order backlogs. The sector offers long-term growth potential.
Accumulated catalysts such as Nomura's upward target revision on Samsung Electronics and SK Hynix, long-term contracts, and a shift from PBR to PER valuation will eventually drive share prices higher. Short-term intraday rebound is also expected after the recent sharp decline.
SK Square is detaching from SK Hynix and becoming a proxy for investors who find SK Hynix too expensive. NH Investment & Securities raised its target price to 270,000 won, and the market expects investors to flock to SK Square, sustaining its upward momentum.
HPSP, a semiconductor equipment stock, has entered the SpaceX value chain, adding a unique catalyst. With strong momentum in the semiconductor equipment sector, it has the power to sustain a strong trend; holders should hold, and those who bought low can take partial profits but the trend remains up.
Fadu, a NAND design company, is seeing solid order momentum, with US equipment sentiment positive. It is building a base, and a breakout above 110,000 won would open a path to at least 120,000 won. Holding is appropriate; new entries can buy on breakout.
PSK leads semiconductor equipment with strong customers
PSK is emerging as a strength in semiconductor equipment, serving memory makers and Intel with a world-leading technology for residue removal, and benefiting from Intel's US push, creating strong customer momentum.
Defense stocks like Hanwha Aerospace and LIG Nex1 are attractive after recent pullbacks due to structural global defense spending increases, cost competitiveness, and strong order backlogs. The sector offers long-term growth potential.
Power grid stocks, especially Daehan Cable and Sanil Electric, have further upside due to structural demand from data centers and AI infrastructure. The sector is experiencing strong price momentum and periodic dips are buying opportunities.
Construction stocks, notably Daewoo E&C, are worth buying on dips. The sector benefits from large LNG and nuclear projects, and the recent volume and price action show strong support from buyers, suggesting further upside.
Defense stocks like KAI have solid order backlogs and long-term momentum. Despite current earnings not being explosive, the sector is supported by sustained demand from Middle East and Europe, and JP Morgan and Goldman Sachs have highlighted it.
Power grid stocks, especially Daehan Cable and Sanil Electric, have further upside due to structural demand from data centers and AI infrastructure. The sector is experiencing strong price momentum and periodic dips are buying opportunities.
The KOSPI is in a strong uptrend and 8,000 is just a waypoint, not the final destination. Foreign brokerages like JP Morgan and Goldman Sachs have raised targets, and the market has momentum from semiconductor earnings and liquidity.
Lee Ji-eun has 14 trade ideas tracked on Buzzberg across 14 tickers since May 2026. Ranked #783 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 012450.KS.
#783Ranked Speaker
#783 of 1123 voices on Buzzberg