Crying over Hyundai Motor? The real fun starts in the second half | Lee Jong-won, Team Leader, Hana Securities Sales Department 1 WM Center [Double Crew]

Summary

Team Leader Lee Jong-won from Hana Securities discusses a bullish Korean market outlook driven by normalizing oil and easing inflation. He argues that the recent drop in Hyundai Motor presents a buying opportunity ahead of robotics factory operations, and highlights KOSDAQ semiconductor equipment stocks as beneficiaries of market restructuring.

• Oil returns to $60–80 range, easing CPI and rate‑hike fears, supporting a continued market uptrend.
• Hyundai Motor’s pullback is a temporary adjustment; robotics production at the Alma factory could re‑rate the stock sharply.
• The SoftBank stake purchase is seen as a strategic bargain that will add value.
• Physical AI (world models) is still in the early hype‑cycle stage, with significant runway ahead.
• KOSDAQ tier restructuring by performance will favor earnings‑rich semiconductor equipment/materials names.
• Specific KOSDAQ equipment stocks like PSK, Simmtech, Yujin Tech and EO Technics are currently strong performers.