Semiconductor, Defense: Look Closely, Declines Are Always Opportunities | Son Soo-hyun, Hana Securities Yongsan WM Center Staff

Summary

Son Soo-hyun from Hana Securities discusses the recent market correction as a healthy buying opportunity, recommending semiconductor leaders Samsung Electronics and SK Hynix, and defense stocks LIG Nex1 and Hanwha Aerospace based on strong earnings, order backlogs, and global spending trends. She also briefly mentions entertainment as undervalued for future discussion.

• Recent KOSPI decline viewed as a healthy correction and entry point.
• Semiconductors remain the core portfolio driver with rising earnings.
• Samsung Electronics and SK Hynix are must-hold long-term stocks.
• Defense sector benefits from global defense spending growth and cost competitiveness.
• LIG Nex1 is undervalued relative to its order backlog.
• Hanwha Aerospace has potential as a Korean Lockheed Martin.
• Entertainment stocks briefly mentioned as undervalued.
• Foreign selling is seen as temporary and likely to reverse.