[#RealMarket] Philadelphia Semiconductor Plunges.. Will Korean Stocks Collapse Again on Monday? / National Pension Service Expands Domestic Stock Allocation, Will It Be a Huge Boon? / SpaceX IPO Date Confirmed Aftermath | Director Lee Ju-yeon

Summary

Director Lee Ju-yeon analyzes the recent Philadelphia semiconductor index plunge and its impact on Korean stocks, expecting a short-term breather. He highlights the SpaceX IPO date confirmation as a catalyst for related Korean stocks, and discusses rotation into undervalued value sectors including robotics, auto parts, entertainment, and energy. He also advises holding semiconductors on dips and notes the National Pension Service's likely equity allocation expansion as a positive.

• U.S. stocks fell sharply, led by semiconductors; Korean stocks expected to consolidate.
• SpaceX IPO confirmed for June 12, boosting Korean SpaceX value chain stocks.
• Humanoid robot growth thesis supports Robotis, Hyundai Mobis, and other robotics stocks.
• JYP Entertainment and SK Innovation highlighted as undervalued turnaround plays.
• HL Mando and SL seen as attractively priced auto parts with robotics exposure.
• Samsung Electronics and SK hynix remain long-term holds; dips considered buying opportunities.
• National Pension Service likely to increase domestic stock allocation, a positive for the market.
• Next week key events: Nvidia earnings, Google I/O, FOMC minutes will set near-term direction.