In a Fear Market, Institutions Bought... 'This Stock' Foreigners Accumulate When Everyone Sells / Semiconductor, Secondary Battery, Power Stock Rebound Scenario Summary | CEO Lee Kwon-hee

Summary

In a panic-driven market, CEO Lee Kwon-hee explains how institutions and foreigners are accumulating shares while retail investors sell. He walks through sector-by-sector rebound scenarios, arguing that semiconductor memory, Hyundai Motor, power equipment, POSCO Holdings, semiconductor equipment/substrate, RFHIC, Samsung E&A, LG Energy Solution, and Isu Petasys are all oversold or undervalued and poised for recoveries.

• Institutions are bottom-fishing and foreigners accumulate on retail panic; a short-term technical rebound is expected.
• Memory semiconductors remain cyclical but supply is tight; Samsung Electronics and SK hynix trade at deeply undervalued levels and offer significant upside.
• Hyundai Motor's robotics/AI theme is almost completely unpriced, and recent institutional buying suggests a bottom and a return above 400,000 KRW.
• Power equipment stocks like Hyosung Heavy gave back all 2023 gains despite strong margins; the sell-off is sentiment-driven and a sharp rebound is likely.
• POSCO Holdings can recover quickly with a secondary battery sector rebound if it clears 325,000 KRW resistance.
• Semiconductor equipment and substrate names have been sold off to attractive valuations (sub-20x P/E) and represent a multi-year buying opportunity.
• RFHIC and Isu Petasys are oversold with solid fundamentals; waiting for base formation offers lower-risk entry points.
• Samsung E&A benefits from Samsung's capex cycle and trades at 9x forward P/E with institutional accumulation.
• LG Energy Solution's Q2 profit turnaround and oversold condition argue against stop-loss selling, favouring patience.
• Overall market uncertainty persists, but the speaker urges caution and a wait-for-trend approach until clearer signals emerge.