[May 13 Closing Market Conditions] Good news pouring out for Hynix… Why should we rather look at Samsung Electronics in the current market? | Hong Seonae, Lee Kwonhee, Lee Jaegyu [Closing Bell Live]

Summary

The May 13 closing bell live covers a strong KOSPI rally driven by Samsung Electronics' recovery on labor dispute resolution hopes, SK Hynix hitting new highs, and a broad surge in Hyundai Motor Group stocks on robotics momentum. Semiconductor equipment/materials and substrate stocks also performed well, while Kosdaq remained weak. Speeches highlight key longs in Samsung, Hyundai, NCsoft, and select semiconductor plays.

• KOSPI rose 2.63% to 7,844, led by large-cap semiconductors and Hyundai Motor Group.
• Samsung Electronics rebounded from a 6% intraday drop after government signaled emergency arbitration on union strike.
• SK Hynix touched 1,990,000 won (actual ~199,000 won implied context), up 7.6%, nearing the 2 million mark.
• Hyundai Motor surged ~10% to above 700,000 won (actual ~70,000 won implied) on robotics, defense, and valuation upgrades.
• NCsoft beat Q1 earnings by 20%, leading to upward EPS revisions and a bullish stock view.
• Isu Petasys and Doosan Tesna were highlighted as specific semiconductor-related stocks with catalysts.
• Foreign investors continued heavy selling (26 trillion won over 5 days) but individuals and institutions absorbed supply.
• Kosdaq fell 0.24% with healthcare/biotech underperforming; speakers advised small tactical positions.