Nomura Says Samsung Electronics Is 'Seriously Cheap', Sees 670,000 Won Samsung Electronics and 4.7 Million Won SK Hynix

Summary

Park Se-ik reviews the September market setup, expecting a contained KOSPI correction followed by an October rally. He discusses viewer pension strategy, warns against unregistered finfluencer scams, and reviews articles on robotics and physical AI, Korean department stores, AI infrastructure software, and Nomura's memory supercycle call. The core market conclusion is that Samsung Electronics and SK Hynix are seriously cheap amid a memory supply shortage into 2028, while AI leadership may broaden from hardware to software.

• Park expects September KOSPI weakness to be mild and sees a hammer-type bottom before an October test of 7,500.
• He advises staying invested in Korean equities and the Korea-China-US Focus Fund rather than moving to cash.
• The episode highlights a regulatory crackdown on unregistered stock influencer channels as investor protection news.
• Robotics and physical AI are flagged as a potential tenbagger theme, but Park prefers waiting for a third-wave momentum entry.
• Korean department stores are discussed as beneficiaries of foreign tourist spending shifting toward premium and luxury goods.
• The Samsung Active manager's portfolio view favors AI infrastructure software such as Palantir and Snowflake as the next leadership.
• Nomura sees memory supply shortage lasting until 2028 and long-term contracts supporting Samsung Electronics and SK Hynix earnings.