Doosan Energy, Reason Why the Rise Is Just the Beginning / Foreign Buying... Is This the Start of a KOSDAQ Bull Market? | Lee Kwon-hee, CEO

Summary

Lee Kwon-hee reviews the Korean market, highlighting strength in Doosan Energy, defense stocks on weakness, and power equipment. He advises holding Samsung Electronics, SK hynix, and Hyundai Motor, while expecting KOSDAQ to rise. He cautions against selling strong trend stocks and recommends buying dips.

• Doosan Energy is a global leader in nuclear and gas turbine, a strong long-term buy.
• Defense stocks like KAI should be bought on weakness from peace expectations.
• Hold Samsung Electronics, SK hynix, and Hyundai Motor; buy on dips.
• Power equipment stocks (Hyosung Heavy, Hyundai Electric, Sanil Electric) should be held until trend breaks.
• KOSDAQ index is expected to rise with foreign buying.
• Reconstruction stocks are watched but not strongly recommended.
• Short interest in hot stocks could lead to a squeeze, but no specific trade outlined.