Reason for raising SK hynix target price to 4.2 million won... Now is the time to suppress fear and hold tight / What will happen when Samsung Electronics announces earnings | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses why SK hynix target was raised to 420,000 won and urges investors to hold Samsung Electronics and SK hynix through fear. He highlights rotation into defense, electric equipment, and biotech stocks, expects a rebound after heavy foreign futures buying, and previews Samsung's upcoming earnings as a potential catalyst.

• Samsung Electronics and SK hynix remain core holds despite AI capex rumors; SK hynix target raised.
• Samsung Electro-Mechanics drop seen as overdone vs. Murata, likely to bounce.
• Defense, aerospace, and electric equipment stocks (LS Electric, HD Electric, LIG Defense, Sanil Electric, KAI) are rebounding in a rotation.
• RNA therapeutics names OliX and Alzinomics attract attention after IR events.
• Battery sector including EcoPro/EcoPro BM may have fully priced in bad news; early bounce signs.
• Heavy foreign KOSPI futures buying and contango basis suggest a short-term market bounce.
• Upcoming Samsung Electronics earnings on July 7 expected to act as a positive catalyst.
• Investors are advised to suppress fear, hold core positions, and avoid panic selling.