Urgent Market Update: Nauseating Volatility... Why Did KOSDAQ Suddenly Soar After Plummeting? / The Real Reason Power & Cable Stocks Plunged | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses extreme market volatility, the recent KOSDAQ rally driven by semiconductor equipment and Alteogen, and the sell-off in power equipment stocks. He sees strong opportunities in small-cap chip equipment/substrate names that are hitting new highs, and views the transformer sell-off as a buying opportunity backed by robust demand and US market leadership. He also touches on KOSDAQ policy expectations and dismisses export data noise.

• Markets have been violently volatile, with sharp declines and rebounds causing investor stress.
• KOSDAQ recovered today led by Alteogen and a broad rally in semiconductor equipment, materials, and substrate stocks.
• Many chip equipment names (Wonik IPS, PSK, Eugene Technology, TES, Jusung Engineering) are hitting new highs, shrugging off earlier ETF-driven selling.
• Power equipment/transformer stocks (Hyundai Electric, Hyosung Heavy Industries, LS Electric, Sanil Electric) fell sharply, blamed on a US analyst report and minor early-June export decline.
• CEO argues the transformer sell-off is a buying opportunity because 765 kV demand is growing and Korean makers dominate US production.
• KOSDAQ is expected to get policy-driven support from July, potentially fueling small/mid-cap outperformance.
• He dismisses the 10-day export data showing a decline in transformer exports as meaningless, and expects earnings to trigger a rebound.