Samsung Electronics, SK Hynix Stock Price Plunge... Now is an Opportunity for Phased Buying. / Why KOSDAQ is Collapsing Even More | CEO Lee Ju-hyun

Summary

Lee Ju-hyun discusses the sharp decline in Korean tech stocks, citing foreign selling due to currency weakness and geopolitical risks. He views the dip in Samsung Electronics and SK Hynix as a buying opportunity for phased accumulation. He explains KOSDAQ's collapse relative to KOSPI but does not recommend a specific trade. He advises reducing leverage and holding cash or dollars until market stabilizes.

• SK Hynix and Samsung Electronics plunge but speaker sees phased buying opportunity.
• Foreign investors sold heavily due to KRW weakness and safe-haven USD demand.
• KOSDAQ drops more than KOSPI due to relative performance dynamics.
• Speaker expects volatile market for a month or two, then recovery.
• Recommends reducing leverage and maintaining cash reserves.
• Suggests holding USD as a safe-haven asset.
• Geopolitical risks (Israel, oil) add to inflation uncertainty.
• CPI and options expiry this week key catalysts.