Semiconductors Surge: Korea's EPS Growth Rate Ranks No. 1 Globally

Summary

Park Se-ik reviews viewer comments and daily news, focusing on Korea's expected world-leading EPS growth driven by memory semiconductors. He discusses KOSPI upside toward 5,000, Hyundai Motor's re-rating potential, Samsung Biologics' GLP-1 CDMO move, yen/won weakness, Amazon's supplier pressure, and Hanwha's split plan. The tone is constructive on Korean semiconductors while emphasizing valuation discipline and event-driven monitoring.

• Korea's 2026 EPS growth is projected to be first globally, led by Samsung Electronics and SK hynix.
• KOSPI could reach 5,000 even at 11x PER if earnings estimates hold.
• Park Se-ik discusses Hyundai Motor's PBR re-rating potential and profit-taking discipline for high-yield preferred shares.
• Samsung Biologics is reviewing a peptide/obesity-drug plant acquisition to enter GLP-1 CDMO.
• The Watabe-style capital-flight article frames yen weakness and won depreciation risk.
• Amazon's supplier price-cut demand highlights platform power versus brand pricing power.
• Hanwha Corp's split and shareholder-return plan are presented as a value-unlock and succession setup.
• Other topics include ETF basics, weekly options, K-culture soft power, and entertainment stocks.