Foreigner Selling Bomb, Where is the Bottom for Semiconductor Stocks? / Opportunity in a Plunging Market, Oversold Stocks Relative to Earnings | Oh Hyun-jin Team Leader

Summary

Oh Hyun-jin, Team Leader at Lucent Invest, discusses the semiconductor selloff as a buying opportunity and highlights several sectors with strong earnings but lagging stock prices, including casino, department store, cosmetics, securities, and bank stocks. He also covers LG Group opportunities in robotics and cooling, and notes that exchange rate instability remains a risk. The overall message is to focus on oversold stocks with solid fundamentals while managing volatility through phased entries.

• Semiconductor weakness is seen as a dip-buying opportunity due to intact AI demand.
• Casino stocks are flagged as undervalued with near-record earnings.
• Department store stocks are supported by strong consumption and accelerating sales.
• Securities stocks have multiple catalysts including rising trading volume and new products.
• Cosmetics stocks have surging exports but lagging share prices, offering rebound potential.
• LG holding company is presented as a diversified bottom-fishing play.
• LG Electronics is a watch on cooling certification but too volatile to buy now.
• Bank stocks are rising on rate hikes and lower ELS provisions.