Tomorrow, the Korean stock market will be overturned.. Samsung Electronics·SK Hynix 2x ETF launch, supply and demand clash / Find hidden golden stocks | CEO Kim Min-soo

Summary

CEO Kim Min-soo discusses the upcoming launch of 2x leveraged ETFs on Samsung Electronics and SK Hynix, warning against buy-and-hold due to negative compounding and advising short-term timing. He also highlights the strong demand for MLCC and FCBGA substrates driven by AI hardware, recommending both semiconductor majors and component stocks. He cautions against rotating into non-AI areas like KOSDAQ laggards.

• 2x leveraged ETFs on Samsung Electronics and SK Hynix launch tomorrow; short-term buying support for underlying stocks expected.
• Leveraged ETFs should be traded on pullbacks, not held long-term, due to volatility decay.
• MLCC demand is rising from AI PCs and servers; content per device is increasing 2.5-3x.
• FCBGA substrate shortage continues; Samsung Electro-Mechanics and LG Innotek are key beneficiaries.
• AI hardware cycle is still early; investors should own both semiconductor majors and substrate/MLCC stocks.
• Rotating into KOSDAQ just because it is rising is a mistake; stay with the leading AI hardware theme.
• For those unable to pick stocks, TOP2 Plus ETF offers diversified exposure to Samsung and SK Hynix.
• Smaller substrate names like Daeduck Electronics and Simmtech may also see spillover demand but are not emphasized.