Samsung Electronics, SK Hynix, Stocks You Must Buy Eventually... When They Plummet, That's Your Chance / Undervalued Stocks That Will Soar Once Supply and Demand Come In, They're Too Cheap Now | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee analyzes the Korean stock market rebound in power equipment and semiconductor equipment stocks, highlighting valuation opportunities in NAVER, Pharmsresearch, and Hyundai Mobis while warning against overvalued names like Leeno Industrial, ISC, and Doosan Tesna. He also discusses the optical communication theme, identifying Samsung Electronics and Qualitas Semiconductor as potential beneficiaries but dismissing most Korean optical stocks as hype. The discussion covers sector rotations, foreign selling pressure, and specific trading strategies for undervalued and overvalued stocks.

• Semiconductor equipment stocks show mixed rebound; PSK is resilient due to cheap valuation.
• Leeno Industrial, ISC, and Doosan Tesna are overvalued and should be avoided.
• NAVER is undervalued at 20x P/E with a target of 400,000 won.
• Pharmsresearch is deeply undervalued at 12.5x P/E with 40% margins.
• Hyundai Mobis is cheap and expected to lead a rebound in auto parts.
• Optical communication theme benefits Samsung Electronics and Qualitas Semiconductor, not most Korean names.
• LS Cable is a long-term beneficiary of submarine cable demand.
• Samsung SDS is overvalued versus global peers; sell at 28,000 won.