KOSPI 10,000 Becomes Reality — Why You Shouldn't Sell Samsung Electronics, SK Hynix Today / 'This Stock' to Rise as Hyundai Motor Robot Beneficiary

Summary

CEO Lee Ju-hyun analyzes a strong market surge after the resolution of geopolitical tensions. He argues KOSPI can reach 10,000, driven by still-undervalued Samsung Electronics and SK hynix on the AI data center theme. He highlights reconstruction, banking, semiconductor equipment, and robotics-related auto parts as key beneficiaries, while advising profit-taking on defense stocks. He expects a benign macro environment with the Fed unlikely to disrupt markets before the November midterms.

• Major market headwind eases as Iran-Trump tensions de-escalate and oil prices fall
• AI data center demand keeps Samsung Electronics and SK hynix undervalued, supporting KOSPI toward 10,000
• Reconstruction/construction stocks (HD Hyundai CE, Samsung E&A, DL E&C) turn up on war resolution
• Banking sector (KB Financial) breaks to new highs with relative strength
• Robotics theme re-rates profitable auto-parts-to-robot plays HL Mando and SL, while Hyundai Motor benefits as a humanoid contender
• Defense stocks like Hanwha Aerospace offer a technical bounce but are overvalued for long-term holds; sell on rallies
• FOMC risk seen as limited: Kevin Warsh likely avoids hawkish surprises ahead of midterm elections