Goldman Says KOSPI to 9000: The World's Most Amazing Rally Has Begun

Summary

CEO Kim Dong-yeop discusses the remarkable strength of the Korean stock market, which has been rising despite heavy foreign selling. He attributes this to Korea's manufacturing revaluation, strong AI semiconductor demand, and robust exports. He highlights robotics catalysts from Boston Dynamics IPO and Optimus reveal, and recommends holding companies with strong subsidiaries, as well as secondary battery stocks. He expects KOSPI to reach 9000 or higher.

• KOSPI rallied 4 consecutive days despite record foreign selling of 14 trillion won.
• Goldman Sachs raised KOSPI target to 9000, citing Korea's manufacturing revaluation.
• Samsung Electronics and SK Hynix have significant upside based on AI demand and long-term supply contracts.
• Robotics sector surged on Boston Dynamics IPO and Optimus Level 3 reveal, with Hyundai, Samsung, and LG all active.
• Holding companies like SK, Samsung C&T, and Hyosung are being revalued as their subsidiaries soar.
• Lithium prices rising and strong Tesla sales support secondary battery stocks.
• Exports remain strong, providing ongoing support for the market.
• Retail investors are actively buying dips, absorbing foreign selling.