With 8,000 points in sight, 'KOSPI still undervalued'... Reason for bold forecast

Summary

Park Se-ik reads financial news covering a Korea-US shipbuilding MOU, retail ETF inflows, Apple-Intel chip deal, Trump Media Bitcoin losses, obesity drug sales, and analyst views that KOSPI is still undervalued near 8,000 points. The show highlights a broadening AI rally beyond semiconductors into memory and infrastructure, while noting potential market overheating.

• Hanmi and US sign MOU for shipbuilding partnership center.
• Korean retail investors pour into ETFs, pushing domestic ETF assets to 456 trillion won.
• Apple reportedly plans to use Intel foundry for some chips, reducing TSMC dependency.
• Trump Media reports large losses due to Bitcoin price decline.
• Eli Lilly's Mounjaro becomes the world's best-selling drug, surpassing Merck's Keytruda.
• Analysts argue KOSPI is undervalued despite nearing 8,000, with a potential target of 9,000.
• AI rally is broadening from Nvidia to memory, CPU, and infrastructure stocks.
• Obesity drug sales surge but host questions long-term side effects.