폭락장의 진짜 이유.. 외인 옵션 장난에 또 흔들린 한국 증시 "화 나네요" | 이권희 대표

Summary

Lee Kwon-hee, CEO of Wizwave, attributes the recent Korean market plunge to foreign options manipulation rather than fundamental causes. He is bullish on the market, recommending buying Samsung Electronics and SK hynix on the dip, and highlighting specific plays: LG Electronics (data center HVAC), HD Hyundai Heavy Industries (data center engines), biotech sector rotation, NCSoft (earnings beat), and Dentium (dental implants with buybacks).

• The recent KOSPI drop was primarily driven by foreign options manipulation ahead of expiry, not macro news.
• Samsung Electronics' union issue is a buying opportunity; SK hynix remains resilient in the AI memory uptrend.
• LG Electronics offers exposure to data center cooling and home robotics, catching institutional interest.
• HD Hyundai Heavy Industries is the only shipbuilder up, thanks to its data center engine business.
• After Q1 earnings season, money should rotate into biotech and robotics as 'dream stocks' for May-June.
• NCSoft's massive earnings beat signals a turnaround; the stock is set to rise further on confirmation.
• Dentium is a hidden gem with rising EPS, aggressive buybacks, and a target price of 70,000 won.
• The broader Korean market is still in an uptrend; the recent dip is a buying window.