If semiconductor stocks fall, buy them… Also pay attention to cosmetics, shipbuilding, and defense

Summary

Park Se-ik reviews several newspaper articles and provides market commentary. He relays and endorses a bullish view on semiconductor stocks (Samsung, SK Hynix) to buy on dips, and also highlights cosmetics ODM (Cosmax, Korea Kolmar), shipbuilding, and defense as beaten-down sectors worth buying. He outlines a conditional setup for NAVER and Hyundai Motor to rally once interest rates decline. He also discusses quant trading principles, memory supply tightness, Samsung's AI modular home, and structural problems in KOSDAQ.

• Relays quant investor Kang Won-guk's stop-loss and portfolio allocation rules, but prefers valuation-based approach.
• Endorses LS Securities director Yeom Mi-sa's call: buy semiconductor stocks (Samsung Electronics, SK Hynix) on dips due to strong memory cycle and ADR catalyst.
• Recommends buying cosmetics ODM leaders Cosmax and Korea Kolmar after fund-flow-driven selloff.
• Advocates buying shipbuilding and defense sectors on dips, citing sustained demand for weapons restocking and Korea's fast production.
• Suggests monitoring NAVER and Hyundai Motor for a rally when interest rates decline enough to trigger rotation out of semiconductors.
• Comments on Apple exploring Chinese CXMT memory due to tight supply, confirming memory shortage.
• Discusses KOSDAQ underperformance, zombie companies, and suggests a new S&P 500-style index to attract institutional money.