Why He Told Acquaintances Not to Sell a Single Hyundai Motor Share Now / 'This Stock' to Buy If the Price Plunges | CEO Lee Kwon-hee

Summary

Lee Kwon-hee, CEO of WizWave, discusses a sharp Korean market pullback that he attributes mainly to US-Europe tensions and external noise rather than damaged fundamentals. He favors buying Korean equities on weakness, highlighting Samsung Electronics, SK hynix, and Hyundai Motor, while also discussing Alteogen's disclosure, stablecoin beneficiaries KakaoPay and NAVER, and K-food names like Samyang Foods. He also comments on Greenland, Trump tariff tactics, and Europe's weak defense capacity as background.

• Korean stocks fell as US-Europe tensions and semiconductor tariff headlines hit sentiment.
• Lee Kwon-hee says Korea's EPS growth is among the fastest globally and corrections are buying opportunities.
• He recommends buying Samsung Electronics and SK hynix on the dip, citing semiconductor shortages and pricing power.
• He tells Hyundai Motor holders not to sell and to buy on weakness or above 500,000 won.
• Alteogen's tech-export disclosure was misunderstood, but the market still lacks conviction.
• Stablecoin regulation could benefit KakaoPay and NAVER if bank and incumbent barriers are cleared.
• US inflation makes affordable home meals attractive, supporting Samyang Foods and K-food consumer staples.
• Greenland, Trump tariff threats, and Europe's defense weakness are discussed as geopolitical context without clean trades.