When Samsung Electronics and SK Hynix volatility ends, this stock will explode. Check these 3 things for the market leader.

Summary

Team Leader Oh Hyun-jin analyzes the market sell-off and identifies opportunities. He highlights semiconductor equipment stocks as a potential rebound play driven by massive domestic cluster investments, while advising to keep core positions in Samsung Electronics and SK Hynix and use volatility to accumulate. He also points to deeply undervalued Korean securities stocks and resilient department store stocks buoyed by foreign tourism.

• Market plunged but semiconductor equipment stocks showed strong intraday momentum on Honam mega-cluster news.
• Investment expansion in Pyeongtaek, Yongin, and Honam clusters to benefit domestic equipment players.
• Samsung Electronics and SK Hynix remain core holdings; LTA contracts improve earnings visibility, use buy-on-dips strategy.
• Korean securities stocks are extremely cheap with PER 6-7x, record trading volumes driving earnings; Mirae Asset Securities at 10x.
• Department stores (Hyundai, Shinsegae, Lotte) show strong charts and sales growth from foreign visitor surge.
• Big tech valuations are not stretched; memory demand from hyperscaler AGI race persists.
• Goldman Sachs forecasts Korea to produce 30% of humanoid robots by 2035, positive for robot hardware.
• Market may remain volatile until earnings season; cap-related foreign selling pressure on KOSPI.