Why Foreigners Urgently Swept Up 2.7 Trillion Won “Korean Stock Market Will Flow Like This From Now On” / The Leader of the KOSDAQ Surge is ‘Right Here’ | CEO Kim Dong-yeop

Summary

CEO Kim Dong-yeop reviews the June 12 market rally driven by US-Iran ceasefire hopes and 2.7 trillion won foreign buying. He explains why Korea is the biggest beneficiary of an end to the war and outlines key sectors: AI semiconductor leaders Samsung Electronics and SK Hynix, semiconductor equipment/materials riding a supercycle, LG-linked robotics stocks, post-war construction plays, tourism-driven consumer and hotel stocks, and event-driven poultry and shipbuilding catalysts.

• KOSPI/KOSDAQ surge as US-Iran ceasefire nears; foreign net buying hits 2.7 trillion won.
• US CPI/PPI come in below consensus, easing inflation fears and fueling rate-cut hopes.
• Samsung Electronics and SK Hynix lead the rally on AI chip demand and potential Google order wins.
• Semiconductor equipment/materials stocks like HPSP and WONIK IPS rally on Hynix capacity tripling plans and UBS supercycle call.
• Korean construction firms seen benefiting from Middle East reconstruction (Hyundai E&C, GS, DL E&C, Samsung E&A).
• Robotics theme heats up on LG-NVIDIA two-legged robot collaboration, lifting Robotis and Robostar.
• Weak won drives inbound tourism, boosting department stores (Shinsegae) and hotel stocks.
• Upcoming catalysts: Micron earnings, US-Korea investment law, FOMC, and Japan rate decision.