Stocks That Plunged: How to Separate Those to Sell and Those to Hold / The Time for Secondary Batteries to Rise Has Come | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the sharp market sell-off, advising investors to hold quality beaten-down stocks like Samsung SDI and LG Electronics, while selling speculative names like Philoptics and loss-making SK Bioscience. He is bullish on secondary batteries due to US ESS market dominance and on power equipment stocks thanks to strong earnings outlook. He views KOSPI as cheap at 8x P/E with 8,050 as key support, and recommends buying Samsung Electronics and SK Hynix on dips.

• Samsung SDI and LG Electronics have fallen enough and should be held for their physical AI exposure.
• Speculative semiconductor equipment stocks and unprofitable companies should be sold to rotate into quality.
• Korean secondary battery makers are poised to dominate the US ESS market, with Samsung SDI particularly well-positioned.
• Power equipment stocks appear undervalued after a sharp correction and are set for strong earnings.
• Samsung Electronics and SK Hynix remain resilient and are buying opportunities for those not yet invested.
• KOSPI at 8,000 is historically unprecedented, and the 8,050 support level is crucial to maintain.
• Lee urges investors not to use margin and to stay calm amid heightened volatility.