Emergency Market Update: Foreigners Swept Up 2 Trillion Won Again Today… Is This a Signal for a Bull Market Trend Reversal This Time? / Kakao-Circle Collaboration… The Future of Fintech Changed by Stablecoins | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee provides a mid-day market update, noting that consistent foreign buying of KOSPI futures and spot is absorbing retail selling and could eventually push the index toward 8,000 if the 7,500 level is breached. He highlights a rotation into beaten-down sectors—robotics, shipbuilding, and power equipment—sparked by Samsung’s robot team news and project restarts, while specific stocks like Samsung Electro-Mechanics get a lift from AI data-center MLCC orders. The stablecoin regulatory progress in the US and Kakao’s partnership with Circle are reviving speculative crypto theme stocks. Lee singles out PharmaResearch as a deeply mispriced high-margin growth stock and sees semiconductor substrate names as oversold and ready to turn.

• Foreign investors remain net buyers of KOSPI futures and cash, absorbing retail selling and building a base for a potential rally toward 8,000 if the index clears 7,500.
• The Samsung robot business team announcement has revived robot stocks and broad rotation into oversold sectors like shipbuilding and power equipment.
• LG Innotek is rising on robotics exposure through its camera module division.
• A small but significant AI data-center MLCC order for Samsung Electro-Mechanics re-ignites the narrative that AI demand could surpass automotive for MLCCs.
• Kakao partners with Circle to build a stablecoin-based payment infrastructure, mirroring an Alipay-like strategy, while speculative stablecoin theme stocks spike on US Clarity bill hopes and the 'Current Seoul' event.
• PharmaResearch is trading at 14x PER with 20% annual growth and 40% margins, making it a conviction recovery play after a deep pullback.
• Semiconductor substrate stocks Isu Petasys, Simmtech, and TLB are considered oversold with a potential trend reversal near their bottoms, driven by persistent substrate shortages and upcoming earnings.