빠질 때가 기회다? 조정장에서 버릴 종목과 담아야 할 주도주 구분법ㅣ명민준, 강아랑, 이권희 [주린이 구조대]

Summary

Lee Kwon-hee, CEO of Wizwave, discusses the KOSPI adjustment triggered by US 10-year yield breaching 4.5% and advises buying leading large-cap stocks on dips while reducing small-cap exposure. He highlights the Nomura upgrade of Samsung Electronics and SK Hynix as structurally undervalued, and also recommends Hyundai Motor. The video covers bond yields, SpaceX IPO risks, and sector rotations.

• Lee Kwon-hee advises holding cash and buying large-cap leaders on market dips.
• He highlights Samsung Electronics and SK Hynix as structurally undervalued with Nomura upgrade.
• Hyundai Motor is also seen as a dip-buying opportunity toward 80,000 won.
• US 10-year yield at 4.5% is a key risk level driving equity volatility.
• SpaceX IPO in June may cause a temporary selloff in related Korean space stocks.
• CJ and cosmetics stocks face growth concerns, especially Olive Young stagnation.
• He suggests reducing small-cap positions and focusing on large-cap leaders.