If AI Value Chain Stocks Plummet, You Must Buy This Oversold Stock: SK Hynix, Samsung Electronics with Even Greater Earnings Expectations

Summary

CEO Lee Kwon-hee analyzes the narrowing market-cap gap between Samsung Electronics and SK hynix, predicting Samsung will catch up as it looks cheap. He notes the AI value chain is now heavily concentrated in memory semiconductors and expects this pattern to persist. He highlights buying opportunities in power equipment stocks like LS Electric on pullbacks, a catalyst from a large US contract, and a rebound in secondary batteries from a double bottom. He also sees SKC as oversold on false news, Hwashin benefiting from a confirmed robotics transformation, and HPSP recovering after patent uncertainty clears. Overall, he advises riding the memory trend while selectively adding lagging sectors.

• Samsung Electronics appears undervalued versus SK hynix and is likely to rise if the semiconductor rally continues.
• Memory semiconductor concentration is expected to last, keeping SK hynix and Samsung in favor.
• Power equipment stocks such as LS Electric and Hyosung Heavy are at a good buying timing after a pullback.
• LS Electric's recent large US distribution contract has not yet been fully priced into the stock.
• Secondary battery stocks may soon form a double bottom and stage a rally led by names like Samsung SDI.
• SKC dropped on false news about its factory; the glass substrate theme remains intact long term.
• Hwashin has confirmed it is shifting from auto parts to robot parts, giving it a re-rating catalyst.
• HPSP's patent overhang is resolved, removing uncertainty and opening room for upside.
• Isu Petasys needs to break 130,000 won before it becomes a clear buy.