If ADR listed, can it really become #1 by market cap? The fate of SK Hynix — “Why NPS’s 50 trillion won sale is no worry” | CEO Lee Gwon-hee

Summary

CEO Lee Kwon-hee discusses Mid-East geopolitical noise and why dips in SK Hynix and Samsung are buying opportunities, interprets LG Group's rally as a physical AI robotics play, highlights Hyundai Rotem's contract pipeline, and previews the Micron earnings catalyst for Korean chips. He also dismisses NPS selling fears and identifies select bottoming stories in biotech, cosmetics, materials, and game stocks.

• US-Iran talks are more posturing than crisis; any stock market dip is a chance to buy cheap semiconductor leaders.
• Once Samsung and SK Hynix near 8-9x PER, investors are likely to rotate into KOSPI mid-caps.
• LG Group stocks are rising on the physical AI robotics theme and LG’s high-profile meeting with Nvidia’s Jensen Huang.
• Hyundai Rotem could unlock significant value from ₩12 trillion in overseas defense contracts (Peru, Iraq).
• DND is described as the last Kosdaq biotech with strong institutional momentum; PharmaResearch’s skin booster dominance is undervalued.
• LS Materials is seen as a data-center battery play that has corrected enough to be attractive again.
• Korean game stocks NCSoft and Krafton are showing early signs of bottom resilience.
• Upcoming Micron earnings are a potential near-term catalyst for a semiconductor rebound.