Samsung Electronics, SK Hynix Plunge, Why You Shouldn't Sell Now / Correction Ends Here.. Hold On or Buy in Batches | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee dismisses the semiconductor sell-off as noise-driven, reaffirming that AI capex remains robust and advising investors to accumulate Samsung Electronics and SK hynix on weakness. He also sees upside triggers in Hanwha Ocean from a defense contract win, Samsung E&A from Middle East orders, and Hyundai Motor from H2 recovery and robotics momentum.

• Samsung Electronics and SK hynix plummet on Meta fear and profit-taking, but underlying AI demand and capex remain solid.
• JP Morgan report indicates no capex reduction; big tech still investing heavily in AI infrastructure.
• Market noise creates a buying opportunity; Lee recommends batch-buying memory leaders on the dip.
• Hanwha Ocean surges after winning preferred bid for Korea's next-gen destroyer, breaking a prolonged decline.
• Samsung E&A benefits from realized Middle East orders and a strong pipeline in Saudi Arabia and Mexico; target KRW 67,000.
• Hyundai Motor's target stays at KRW 760,000 on H2 new car recovery and Singapore robot factory learning, with an August update.
• KOSPI likely to test 7,500-8,000 support but rebound expected; Lee warns against leveraged ETFs and margin trading.