고점부담? 단기적 조정? 그럼에도 코스피 9,000 본다! 이유는?_26.05.13. | 박지훈, 김영환, 여도은, 허재무 [아침N투자]

Summary

The broadcast covers a market rebound after volatility, with two NH Investment analysts discussing KOSPI 9,000 target, semiconductor valuation gaps, and specific stock picks. Park Ji-hoon highlights Samsung Electro-Mechanics, HD Hyundai Heavy Industries, OCI Holdings, and Daeduck Electronics, while Kim Young-hwan argues for KOSPI 9,000 and SK hynix target of 3 million won. The panel also touches on auto semiconductors, physical AI, and US solar policy impacts on Korean supply chains.

• KOSPI index target revised to 9,000 by NH Investment due to semiconductor earnings undervaluation.
• SK hynix seen as undervalued vs Micron; target price raised to 3 million won.
• Samsung Electro-Mechanics predicted to reach 2 million won on auto semiconductor demand.
• HD Hyundai Heavy Industries recommended as 'more buying' with strong LNG orders and engine profit growth.
• OCI Holdings highlighted as beneficiary of US solar module import restrictions and potential SpaceX polysilicon contract.
• Daeduck Electronics flagged as a watch candidate for FCBGA substrate capacity expansion in auto semiconductors.
• The panel expects the semiconductor cycle to be longer than historical cycles, reducing the risk of early peak.
• US inflation and interest rate concerns are seen as manageable, with no imminent Fed rate hike cycle.