Samsung Electronics Shock Hits KOSDAQ! The Full Story of the 'Black Day' That Made Retail Investors Shed Tears. Should We Sell or Hold the Stock Market Now?

Summary

Lee Gwon-hee discusses the May 20 market selloff driven by Samsung Electronics' labor strike failure and rising US Treasury yields. He advises buying SK hynix on the supply disruption, accumulating HD Hyundai Heavy Industries on weakness, and avoiding Korean biotech. He also recommends accumulating LS Corp if it falls below 50,000 won. The broader view is a box range with limited upside until yields decline.

• Samsung Electronics' labor dispute spooked KOSDAQ and caused broad selling.
• US Treasury yields near 4.7% are pressuring global equity markets.
• SK hynix is a beneficiary of Samsung's strike due to tighter memory supply.
• HD Hyundai Heavy Industries is a buy on weakness due to strong orders and defense business.
• Korean biotech sector is to be avoided due to lack of fresh buying interest.
• LS Corp is a long-term accumulation play below 50,000 won.
• The market is in a correction with KOSDAQ testing the 7,000 level.
• G7 coordination on yields could provide a catalyst for a rebound.