Samsung Electronics is not over... There's still a hidden 'one shot.' / Why robot actuators are rising | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee argues the post-shareholder-return slump in Samsung Electronics is overdone and that both Samsung Electronics and SK Hynix have completed trend reversals, with SK Hynix especially supported by NVIDIA's memory-driven server price increase. He also highlights robotics and actuator beneficiaries such as Robotis, Rainbow Robotics, and SPG tied to humanoid robots and US substitution demand. He sees Korean data center and neocloud names including SK Telecom and Naver as the next AI leadership area, while treating Seegene's buyback as disappointing capital allocation.

• Samsung Electronics' post-announcement weakness is viewed as overdone, with more buyback/cancellation details possibly coming.
• SK Hynix is favored on memory price pass-through from NVIDIA's Rubin server price increase and a completed trend reversal.
• Dollar weakness and a stronger won make US stock FX entry more attractive and support gold and crypto; a September Fed hike could produce a relief rally.
• Robotis drew strong interest at the Beijing robot expo and has China actuator exports plus physical AI data plans.
• Korean actuator and precision reducer suppliers such as SPG and Rainbow Robotics may benefit from Samsung humanoid robotics and US substitution for Chinese parts.
• SK Telecom, Naver, and KT are seen as Korean data center and neocloud beneficiaries; Naver needs to break 234,000 won to turn strong.
• Seegene's share cancellation is viewed as disappointing for a growth company that should have pursued M&A.