시장의 중심에 있어라…주도주가 답이다! | 김정환 하나증권 Club1WM센터 과장 [더블 크루]

Manager Kim Jung-hwan of Hana Securities discusses the current market ignoring Iran tensions and advises investors to hold positions and focus on leading stocks. He highlights Samsung Electronics and SK Hynix as undervalued based on earnings growth and recommends a simple screening method using top 30 trading volume stocks daily. - Kim Jung-hwan believes the market has priced in the Iran conflict and Trump's time constraints. - He advises against selling and recommends holding for a rebound. - He emphasizes investing in leading stocks (주도주) such as semiconductors, not small caps. - Samsung Electronics' earnings grew 8x while its stock rose only 4x, suggesting undervaluation. - SK Hynix has already broken to new highs and is a key leading stock. - Key leading sectors mentioned: semiconductors, nuclear power, defense, and power. - He suggests checking the top 30 stocks by daily trading volume as a market screening tool. - The host summarizes the main takeaway as 'buy leading stocks'.