Will the second half shake more? Variables to check now | Jang Woojin [Double Check]

Summary

The video covers the current Korean market downturn, with analysts Jang Woo-jin and Jang Ho-jin discussing the semiconductor sector's resilience, specific stock picks like Jeju Semiconductor, and macro risks from oil supply disruptions. They expect a near-term rebound in semiconductors but caution about second-half volatility from global liquidity and geopolitical factors. The hosts also touch on cosmetics as a potential year-end opportunity.

• Market opened sharply lower but recovered, with semiconductors showing relative strength.
• Jeju Semiconductor highlighted as a fabless DDR4 play with explosive earnings growth.
• Korean semiconductor sector expected to rebound from macro-driven selloff.
• Hormuz Strait supply chain risks could escalate in July, posing a major H2 threat.
• High interest rates and macro headwinds are pressuring growth and thematic stocks.
• Cosmetics sector seen as a possible year-end recovery candidate.
• KOSPI 10,000 considered an unrealistic target by the hosts.
• Foreign investors are net selling but futures buying provides some comfort.