Korean Stock Market Rises Despite US Semiconductor Stock Plunge.. Why? / Reason Why Foreigners' 1 Trillion Futures Sell-off at 2:40 PM is Suspicious | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee explains why the Korean market rallied despite a US semiconductor sell-off, pointing to SK Hynix's ADR listing and biotech surge. He provides specific stock picks across shipbuilding, defense, semiconductors, batteries, biotech, financials, and autos, detailing catalysts and strategies. He cautions about rotational volatility, FOMC risk, and suspicious foreign futures selling.

• KOSPI rose 1.5% led by large caps; SK Hynix jumped on ADR listing effect and foreign buying.
• Biotech stocks surged on Bio USA conference, with CEO's top pick DND Pharmatech expecting technology export.
• The US investment special law effective June 18 supports shipbuilding; Hanwha Ocean favored with Canada submarine and FLNG prospects.
• Hanmi Semiconductor and Jeju Semiconductor highlighted as semiconductor picks with strong support and high growth.
• Defense pick shifts to LIG Nex1 due to consumable missile attractiveness.
• Samsung SDI picked for battery revival on solid-state battery expectations.
• KB Financial and Hyundai Motor identified as attractive long positions with catch-up and robot catalyst themes.
• Short-term caution: rotational market, FOMC outcome, and unexpected foreign futures selling at the close.