SK Hynix: The Real Reason Foreigners Dumped 1 Trillion Won / Reversing Samsung Electronics, Stable SK Hynix, and Who Will Win HBM4?

Summary

Team Leader Oh Hyun-jin explains SK Hynix's sharp drop as a mix of FTSE rebalancing and rapid run-up, and discusses MLCC shortgage lifting related stocks. He covers Hyundai Motor Group's Boston Dynamics deal, early signs of game stock bottom fishing, HBM4 competition dynamics, gold ETF allocation, and rotation hints in steel/shipbuilding names.

• SK Hynix's 1 trillion won foreign selling linked to FTSE weight cap and profit-taking after steep gains.
• MLCC shortage extends beyond AI servers, boosting Samsung Electro-Mechanics and even non-AI Avatec.
• AI in warfare may spur collaboration between US AI technology and Korean defense hardware makers.
• Hyundai Motor Group's full acquisition of Boston Dynamics seen as cheap and a long-term catalyst.
• Game sector shows selective bottom fishing; NCsoft and Shift Up highlighted for earnings and diversification.
• Samsung Group stocks attract ETF inflows, creating a self-reinforcing positive feedback loop.
• Battery stocks could be positioned for recovery as EU and Korea EV sales improve.
• Samsung's aggressive HBM4 bonding technology offers a potential HBM leadership reversal watch.
• Gold ETF GLD recommended as a cost-efficient long-term hedge for large portfolios.
• After-hours market shows steel/shipbuilding strength, hinting at a possible rotation from semiconductors.