The war is over, so why are defense stocks rising? Semiconductors will turn out like this | Author Jang Woojin [Double Check]

Summary

Hosts Jung Pro and Bit, with author Jang Woojin, discuss why Korean defence stocks are soaring despite the war ending, interpreting it as a removal of the overhang that previously suppressed them. They also highlight money flowing into memory semiconductors (the true leading theme), auto‑parts stocks being re‑rated as robotics plays, oversold space stocks, and individual movers such as Samsung Electro‑Mechanics, LG Innotek, and Naver. The session closes with a technical look at LIG Nex1 and a note that foreign buying is returning to KOSPI.

• Defence stocks rallying as the war‑end fear is resolved and pent‑up demand is released.
• Memory semiconductors remain the only true leading theme (Jung Pro).
• Samsung Electro‑Mechanics and LG Innotek surging on real earnings momentum.
• Auto‑parts sector re‑rated as a robotics play using analyst report rationale.
• Space‑related names oversold after ETF failure, seen as a buying opportunity.
• Naver recovers strongly after the Jensen Huang event correction.
• Cosmos Robotics shows a classic post‑lockup bounce pattern.
• LIG Nex1 breaks out, but as a tactical trade rather than a core position.
• Foreign investors begin net buying in KOSPI, viewed as a bullish signal.