[June 2, 2 PM Broadcast Full View] Foreigner Selling Bomb Continues...Catching Breath Today Amidst Extreme Volatility [Closing Bell Live]

Summary

The June 2 broadcast covered extreme volatility driven by heavy foreign selling (8 trillion won), attributed to SpaceX IPO preparations and passive rebalancing. Key speakers advocated long positions in Samsung Electronics and SK Hynix based on valuation gaps and earnings momentum, while also recommending tactical buys in KOSDAQ (via ETF) and specific secondary battery, robotics, and electronics component stocks. The overall tone was cautiously bullish on semiconductors and selective value opportunities.

• Foreigners sold 8 trillion won, mostly in KOSPI large caps like Samsung Electronics and LG Group.
• Samsung Electronics was highlighted as undervalued relative to SK Hynix, with a 90% performance gap expected to narrow.
• KOSDAQ ADR hit historic lows around 46, signaling an oversold bounce opportunity via ETFs.
• Secondary battery LNF and robotics Robotis were called out as specific buys with strong fundamentals.
• Samsung Electro-Mechanics and LG Innotek were seen as temporary rebalancing victims worthy of buying on dips.
• Small-cap/KOSDAQ value stocks were regarded as likely to rebound later when Samsung Electronics consolidates.
• Peptron and Hankook were mentioned as speculative plays with technology transfer catalysts.
• Market volatility is expected to persist through options expiry and SpaceX IPO next week.