Samsung Electronics Stock Plunge.. Do Investors Really Have a Reason to Panic? / Why Are LG Energy Solution and LG Electronics Getting Attention Again? | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the recent Samsung Electronics plunge, arguing it is an overreaction and a buying opportunity while managing risk via technical levels. He reinforces that Big Tech AI capex will persist, supporting Korean semiconductors, and highlights specific bright spots: LG Energy Solution's robot battery deals, LG Electronics' all-time high on new businesses, foreign buying of substrate and KOSDAQ semiconductor equipment stocks, and a recovery in cosmetics names.

• Samsung Electronics sell-off is a temporary correction, not a structural breakdown; hold core position and watch the 270,000 KRW level.
• Global AI investment continues unabated; fears of capex cuts are overblown, benefiting Korean semiconductor stocks.
• LG Energy Solution secures robot battery supply deals with Tesla Optimus, Figure AI, Boston Dynamics and Unitree, with H2 recovery expected.
• LG Electronics reaches an all-time high on strong earnings and emerging businesses in data center cooling and robotics.
• Foreign investors are buying beaten-down substrate stocks (LG Innotek, Daeduck Electronics) and KOSDAQ semiconductor equipment stocks (TES, Wonik IPS).
• Cosmetics stocks such as APR, Korea Kolmar and Cosmax are rebounding with institutional buying amid defensive rotation.
• Geopolitical fears around the Strait of Hormuz are dismissed as a non-event with limited market impact.
• The heavy use of leveraged ETFs is creating abnormal market distortions, though no direct tradable implication is given.