Samsung Electronics Provisional Earnings Ahead: If This One Shot Works, It Goes to 500,000 Won. Start Buying at This Time (SK Hynix) Director Park Hyun-sang

Summary

Director Park Hyun-sang discusses the AI-driven semiconductor rally, arguing it is not over and that Samsung Electronics and SK Hynix remain leaders to buy on pullbacks ahead of 2Q earnings. He separately details a foundry turnaround thesis that could push Samsung to 500,000 won, views Hyundai Motor as a robotics theme accumulation play, and warns to avoid the already-spiked SK Square. The conversation also touches on KOSDAQ promotion-related equipment plays and risk of chasing hot stocks after sharp drops.

• AI/semiconductor leadership is seen as intact; Samsung and SK Hynix are favored on significant dips
• Samsung's foundry profit turn would trigger a major re-rating, targeting 500,000 KRW
• Robotics theme is not over; Hyundai Motor is a buy on weakness despite near-term earnings concerns
• SK Square is identified as a late-cycle spike to avoid
• Caution is expressed against switching from beaten-down stocks into recent leaders after big moves
• Short-term catalyst in semiconductor equipment from KOSDAQ promotion index is noted but not strongly endorsed