Opportunity from July's Plunge, Stocks That Will Double

Summary

Park Se-ik argues the July plunge created a major opportunity in neglected Korean small/mid-cap stocks, with many candidates able to double as liquidity rotates away from large-cap semiconductor leaders. He also discusses a semiconductor memory bottleneck and HBM4/HBM4E decisions that favor SK hynix and Samsung under different scenarios, and flags LG Chem's governance-driven hidden value from its LG Energy Solution stake.

• Park sees the July sell-off as an opportunity and is building cash to buy numerous double-candidate stocks from September into early October.
• He expects a possible final September shakeout before the trade works.
• Korean small/mid caps are viewed as irrationally cheap after Samsung Electronics and SK hynix absorbed market liquidity.
• Memory supply shortages and Nvidia's HBM4 versus HBM4E choice are framed as a major catalyst for semiconductor stocks.
• SK hynix has a potential edge via long-term HBM4 contracts, while Samsung has HBM4E pricing power if that path is chosen.
• LG Chem's LG Energy Solution stake and governance commentary create a re-rating catalyst for common and preferred shares.