Jensen Huang is Coming... Why the Market is Focusing on Naver and LG Electronics / Where Will the Korean Stock Market Go in June? | CEO Lee Gwon-hee

Summary

Lee Kwon-hee discusses the impact of Jensen Huang's Korea visit on large-cap stocks like Naver, LG Electronics, and Hyundai. He highlights the AX (AI transformation) theme revaluing SI companies, recommends buying Samsung Electronics over SK hynix, and sees opportunities in secondary batteries, semiconductor equipment, power equipment, and specific stocks like HYBE and Samsung SDS on pullbacks. He also warns of KOSDAQ weakness and notes MSCI watchlist as a potential catalyst.

• Jensen Huang's visit drives expectations for Naver, LG, and Hyundai Motor.
• AX (AI transformation) theme is revaluing Korean SI companies like LG CNS and Samsung SDS.
• Samsung Electronics is preferred over SK hynix due to market overconcentration on Hynix.
• Secondary battery and power equipment sectors maintain strong trends.
• Semiconductor equipment/materials stocks are buyable below 18x P/E.
• HYBE expected to rise on Q2 earnings expectations in June.
• KOSDAQ remains weak despite government policy hopes; large-cap concentration persists.
• MSCI developed market watchlist inclusion could boost KOSPI in early June.