Everyone abandoned KOSDAQ… The big rebound starts 'then' / Next is secondary batteries? Explosive movement has begun | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee presents a tactical roadmap for beaten-down Korean sectors. He advises accumulating secondary batteries gradually now ahead of a secular uptrend starting next year, with Samsung SDI as the indispensable leader. KOSDAQ is primed for a sharp autumn rebound, biotech will awaken when seasonal cold winds blow in September, and semiconductor equipment remains in a decade-long super-cycle. He argues investors should not abandon electric vehicles, which are structurally tied to autonomous driving adoption.

• Secondary battery stocks should be accumulated gradually (5-10% of portfolio), traded tactically on 30% pops, and held for a multi-year uptrend starting next year.
• Samsung SDI is singled out as the must-watch leader—chart intact, analyst targets above historical highs, and a competitor-proof lead in solid-state batteries.
• KOSDAQ is extremely washed out, with credit balances near zero, setting up a powerful rebound around September-October 2026.
• Korean biotech is basing and will likely start moving in autumn, led by Alteogen; platform-proven names are favoured over single-molecule high-risk stocks.
• Semiconductor equipment/materials are in a 10-year super-cycle and are the foundation supporting KOSDAQ's floor.
• The EV transition is irreversible, driven by autonomous driving needs and infrastructure build-out; Japan’s all-EV 2035 pledge and Hyundai’s sales success there underline the theme.