If I had 10 million won, I wouldn't buy Samsung Electronics. Here's why...

Summary

Yoo Chang-hee, CEO of Ustar, reviews a volatile KOSPI/KOSDAQ session marked by heavy retail selling. He argues the sell-off is creating opportunities: he strongly favors SK Hynix over Samsung Electronics due to an ADR catalyst, and advises raising the combined weight of Samsung and Hynix to 50%. He also sees semiconductor equipment stocks as the next leaders, notes the resilience of banking names, and warns against holding Pepteron through an unverified negative rumor.

• Retail investors sold heavily in panic, but extreme bearish sentiment and inverse ETF buying are contrarian signals.
• SK Hynix is the best single idea because its planned ADR issue could structurally accelerate stock gains when sentiment turns.
• Samsung Electronics is not attractive for new money relative to Hynix, but existing holders should keep it.
• Portfolio allocation target: increase Samsung Electronics and SK Hynix combined to 50%, using the correction to build a core position.
• Semiconductor equipment names like PSK, 무주신테크, and Wonik IPS showed strength and will likely lead the next market rally.
• Korean banking stocks such as Shinhan Financial and KB Financial are the only sector barely damaged; they serve as defensive holdings.
• Pepteron plunged on unconfirmed rumors about losing an Eli Lilly deal; the safest action is to exit on resumed trading.