Do you still doubt every time it falls? Just look at TSMC | Lee Hak-joo, Hana Securities Wonju Branch Deputy Manager [Double Crew]

Summary

Lee Hak-joo, a deputy manager at Hana Securities, argues that KOSPI is undervalued relative to Taiwan and expects a re-rating driven by Samsung Electronics and SK hynix. He also recommends transformer stocks (Hyosung Heavy, LS Electric, Hyundai Electric, Sanil Electric) after a correction, citing strong pricing and data center demand. He briefly mentions potential June trading plays but with low conviction.

• Lee Hak-joo says KOSPI is undervalued and could reach 11,000 with P/E expansion.
• Samsung Electronics and SK hynix are seen as core holdings due to stable earnings and value-up policies.
• Transformer stocks have corrected ~20% and present buying opportunities based on historical patterns.
• US transformer PPI remains elevated and orders from data centers continue to grow.
• Hyosung Heavy Industries, LS Electric, Hyundai Electric, and Sanil Electric are specifically named.
• The speaker warns against speculative Doosan-related stock moves.
• June trading plays in biotech and semiconductor materials are mentioned but not strongly advocated.
• Overall, the video emphasizes Korea's valuation gap versus Taiwan as an investment opportunity.