China Memory Threat and Foreign Selling Hit Samsung Electronics-Related Stocks — Park Se-ik, Chesley Investment Advisory

Summary

Park Se-ik reviews August 25 market news and viewer comments, covering Samsung Electronics' disappointing shareholder return, China memory threats, LG Household & Health Care's Avon sale, Hanmi Pharm's obesity-drug licensing deal, and Samsung SDI's stake sale. He argues for a Korean market correction followed by a year-end bull market, and highlights specific positive setups in LG H&H, Hanmi Pharm, Samsung Electronics, and Samsung SDI. He also outlines a systematic panic-buying strategy for Korean index ETFs.

• Korean market seen correcting into mid-September before a new bull market from year-end or early next year.
• Panic-selloff strategy: buy KODEX 200 and KOSDAQ 150 only during extreme fear and exit after 26% gains.
• LG Household & Health Care's Avon sale viewed as clearing a loss-making unit, with a constructive chart setup.
• Hanmi Pharm's muscle-preserving obesity candidate validated by Genentech licensing deal.
• Samsung Electronics near-term disappointment but potential fourfold buyback expansion seen supporting the stock.
• Samsung SDI's Samsung Display stake sale viewed as positive funding for North America ESS growth.
• Jackson Hole and China memory supply risks noted as sentiment and volatility items.