June 4 Closing Market Review: KOSDAQ was also ultimately semiconductors... Why are Samjeonnix not worried amid the rapid rebound of materials, parts, and equipment? Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]

Summary

Today's KOSDAQ rebounded 2.3% led by semiconductor equipment stocks while KOSPI fell 1.8% as Samsung and Hynix took a pause. Foreign investors continued selling. Guests advised buying Samsung/Hynix on dips, buying semiconductor equipment on pullbacks, and viewed Broadcom's drop as a buying opportunity. They also downplayed concerns about Google's equity raise.

• KOSDAQ surged 2.3% led by semiconductor equipment stocks.
• KOSPI fell 1.8% as Samsung and Hynix declined.
• Foreign investors continued net selling in KOSPI.
• Won-dollar exchange rate started at 1,530 won, highest in 17 years.
• Guests recommended buying Samsung and Hynix on dips.
• Semiconductor equipment stocks like Wonik IPS, TES hit upper limit.
• Broadcom's 14% drop seen as buying opportunity due to strong fundamentals.
• Google's equity raise not a concern; fundamentals solid.