Stock Replacement You Must Do in a Plunging Market… The First Stock to Buy is ‘This’ / The Real Reason for Soaring Exchange Rates | CEO Lee Kwon-hee

Summary

In a lengthy interview, Lee Kwon-hee, CEO of Wizwave, offers tactical stock recommendations for a falling market. He advises against selling battered bio stocks, highlights buying opportunities in power grid and semiconductor equipment names on dips, recommends Samsung Electronics as a core holding, and provides specific entry points for SK Telecom, Hanwha Aerospace, and LG Innotek. The conversation also covers exchange rate dynamics and the broader AI capex cycle.

• Lee Kwon-hee believes SK Hynix will recover, advising leveraged holders to wait.
• Power grid stocks are favored as a buying opportunity after a sharp correction, driven by rising AI power demand.
• Semiconductor equipment stocks are recommended for purchase on dips, supported by Hynix and Samsung expansion plans.
• SK Telecom is a hold with a buy trigger below 100,000 won; Anthropic listing is a secondary catalyst.
• Samsung Electronics is recommended as the primary defensive allocation (70%) over Hyundai Motor.
• Hanwha Aerospace is viewed as oversold after the accident; buying after June 15 is suggested.
• LG Innotek is considered cheap versus Japanese peers; a buy is recommended if P/E drops below 30x.
• POSCO Holdings is seen as a lithium play with intact trend; gradual buying is acceptable.