World's First HBM4E 12-Stack Sample Shipped... Samsung Electronics' Semiconductor Market Upheaval! / In a Concentrated Market Down 82%, What's the Survival Strategy? (Semiconductor Stocks) Team Leader Oh Hyun-jin

Summary

Oh Hyun-jin, Team Leader at Lucent Invest, discusses the market's extreme concentration where 82% of KOSPI stocks fell while the index rose. He highlights semiconductor and robotics as leading themes, with Samsung Electronics gaining an edge in HBM4 over SK Hynix. He also covers SI companies, LG group, telecoms, Hanmi Pharmaceutical's obesity pipeline, game stock Pearl Abyss, and packaging player Nepes as actionable ideas, while cautioning that narrow leadership will eventually rotate.

• Samsung Electronics shipped first HBM4 12-stack sample, seen as catching up to SK Hynix.
• 82% of listed stocks fell in the past month despite KOSPI rising, showing extreme concentration.
• SI companies like Samsung SDS are undervalued and key to robotics value chain.
• Hanmi Pharmaceutical's obesity drug tailored for Koreans offers a differentiated catalyst.
• Pearl Abyss has 70% operating margins on 'Crimson Desert' but sentiment is poor.
• Nepes benefits from Samsung's HBM4E packaging needs.
• Telecom and LG group stocks show early signs of recovery but need monitoring.
• Quantum investing is better pursued via overseas names like IBM, not domestic stocks.