Fearful Crash, Black Monday Becomes Reality / How Will Samsung Electronics and SK Hynix Respond? | CEO Lee Kwon-hee

Summary

Lee Kwon-hee analyzes the June 8 market crash, attributing it to overreaction, leveraged ETFs, and cash-raising for the SpaceX IPO. He argues the selloff is overdone and recommends buying Samsung Electronics and SK Hynix at cheap valuations, while monitoring D&D Pharmatech for a catalyst and watching for a 10% KOSPI drop as a buying opportunity.

• Market plunged sharply on June 8, 2026, with the KOSPI down over 4%.
• Lee Kwon-hee says the drop is an overreaction driven by leveraged ETFs and panic.
• He sees Samsung Electronics and SK Hynix as attractively valued at the bottom of their PER ranges.
• D&D Pharmatech is highlighted for a potential technology transfer deal worth 2-4 trillion won.
• The speaker advises holding cash and waiting for a possible 10% index decline to buy the KOSPI.
• Foreign selling is partly attributed to raising cash for the upcoming SpaceX IPO.
• He criticizes the NXT alternative trading system for amplifying volatility.
• The overall message is to stay calm, not panic sell, and look for buying opportunities.