End of Volatile Market? Now the Market Looks at Earnings | Myung Min-jun, Park Ga-young, Lee Kwon-hee [Stock Beginner Rescue Team]

Summary

Lee Kwon-hee, CEO of WiseWave, joins hosts Myung Min-jun and Park Ga-young on 'Stock Beginner Rescue Team' to discuss the KOSPI surge driven by US-Iran ceasefire hopes and to share his outlook on rotation into cyclical sectors. He expects KOSPI to grind toward 9,000, oil to fall to $70, and identifies specific buying opportunities in shipbuilding, defense, nuclear, power equipment, secondary batteries, and semiconductor equipment, while advising avoidance of entertainment, biotech, cosmetics, and department store stocks for new entries.

• KOSPI surged 5% on ceasefire optimism and could reach 9,000 this month but gains will slow.
• Japan and Korea rallied most because they are the largest oil importers through Hormuz, benefiting from reduced war risk.
• Oil is expected to decline to the $70 range as war premium fades and China curbs high-price buying.
• Samsung Electronics and SK Hynix are now fully owned by institutions and foreigners, prompting a yield-improvement rotation into lagging cyclical sectors.
• Shipbuilding is favored after an 8-month lull, with the US investment special law and peace as catalysts; Hanwha Ocean and HD Hyundai Heavy are leaders.
• Defense, nuclear, power equipment, secondary batteries, and semiconductor equipment all present buying opportunities after significant corrections or breakouts.
• Investors should avoid new positions in entertainment, biotech, cosmetics, and department stores until trends clearly turn.