KOSPI Sideways Movement Puts 7,000 Points at Risk...Domestic Stock Market Falls into Volatility Swamp Due to Semiconductor Correction and Middle East Instability

Summary

The broadcast covers the volatile Korean stock market amid a semiconductor correction, SK Hynix ADR listing, and Middle East tensions. Multiple experts defend the long-term AI semiconductor thesis, argue KOSPI is oversold near financial-crisis valuations, and highlight tactical opportunities in Samsung Electronics, SK Hynix, KOSDAQ, semiconductor substrates, solar stocks, HYBE, and Naver. The overall tone balances near-term caution with a conviction that the structural AI demand story remains intact.

• KOSPI closes up 0.62% after a weak session, but still below 7,300, with heavy retail selling and foreign/ pension buying.
• Lee Kwon-hee argues KOSPI PBR at 0.61x is crisis-level cheap, and the AI-driven memory super cycle will last through 2028.
• SK Hynix ADR listing creates near-term flow distortion away from Samsung; post-listing rotation could lift Samsung.
• Yoo Chang-hee sees SK Hynix as the top pick due to ADR catalyst that forces sustained institutional buying of domestic shares.
• Lee Jae-gyu presents data showing the KOSPI-KOSDAQ gap closing, and recommends tactical KOSDAQ exposure when the top duo consolidates.
• Park Myung-suk highlights NVIDIA substrate demand rebound for Daeduck Electronics, Isupetasys, Simtek, and Hanmi Semiconductor, as well as US solar tariffs benefiting First Solar and Hanwha Solutions.
• Park Ji-hoon identifies HYBE as a bottom-fishing target with surging earnings and pension fund interest, and rates Naver as a watch candidate.
• Geopolitical risk and big tech earnings uncertainty are flagged as near-term headwinds but not reasons to sell core semiconductor positions.