[May 6 Closing Market] 'If I were you, I'd buy tomorrow'... The black hole of supply, semiconductors, and strategies to escape neglected stocks in my account? | Hong Seon-ae, Lee Kwon-hee, Lee Jae-gyu [Closing Bell Live]

Summary

The KOSPI surged 6.4% to close near 7,400, driven by a massive foreign buying spree led by Samsung Electronics (+14%) and SK Hynix (+10%), which joined the $1 trillion market cap club. Most other stocks fell, highlighting extreme concentration in semiconductors and power equipment. Panelists debate whether to chase the rally or rotate into undervalued sectors like glass substrates and KOSDAQ laggards.

• KOSPI hit 7,426 intraday, closing at 7,380, while KOSDAQ barely rose 0.3%.
• Samsung Electronics and SK Hynix accounted for most of the index gains; 1,800 stocks declined across markets.
• Lee Kwon-hee argues Samsung and Hynix are still cheap at ~5x forward P/E vs global peers at 8-11x.
• Lee Jae-gyu recommends rotating some Hynix profit into glass substrate stocks like Philoptics, J&TC, and Chemtronics.
• Power equipment stocks (Hyosung Heavy, LS Electric, Hyundai Electric) seen as having long-term trend intact.
• A KOSDAQ catch-up trade is suggested due to large performance gap vs KOSPI.
• Foreign investor integrated accounts at multiple brokerages expected to bring more inflows.
• Bio and entertainment stocks remain out of favor, lacking AI thematic link.