Samsung Electronics Plunges… When Will the Price Correction End? The Real Reason Today's Foreign Investor Trend Matters | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee dissects the recent plunge in Samsung Electronics and memory chips, dismissing overblown fears about hedging and Chinese competition. He firmly recommends buying memory stocks and semiconductor equipment on weakness, citing analyst consensus that demand is tight until 2027. He also spotlights shipbuilding stocks led by Hanwha Ocean as beneficiaries of U.S. naval cooperation, while warning that HLB's pattern of FDA rejections makes its rallies untrustworthy. KOSDAQ is expected to rebound on policy support and strong earnings.

• Memory semiconductor sell-off is noise, not a fundamental deterioration; demand seen tight through 2027.
• Analysts from multiple firms call the pullback a technical disturbance and urge buying now, also favoring semiconductor equipment/materials stocks.
• HLB follows a repetitive cycle of CRL rejection, denial, short-lived rally, and another rejection—the speaker does not trust the rebounds.
• Trump's mention of Korean shipbuilders and plans for U.S. naval reconstruction, including allowing overseas warship construction, provide a direct catalyst for Hanwha Ocean.
• KOSDAQ outperforms KOSPI amid policy tailwinds (200 trillion Won National Growth Fund, KOSDAQ two-tier system, ETF promotion) and solid corporate earnings.
• Samsung Electronics' chart suggests a near-term adjustment floor, but next week's action will determine whether the trend can turn higher.
• Foreign investor flow is the key short-term driver; foreigners are expected to buy up to 8,000 KOSPI points.