The Reason a "Crazy Rally" Began Towards KOSPI 7000 / What About the Korean Stock Market on the Day Samsung Electronics, SK Hynix Leverage ETFs Come Out? | CEO Lee Gwon-hui

Summary

In this interview, Lee Kwon-hee discusses the ongoing semiconductor supercycle driven by AI demand, highlighting memory shortages and foreign investor interest. He recommends holding semiconductor stocks like Samsung and SK Hynix, and suggests buying Hyundai Rotem on dips while avoiding Naver until trend reverses. He also touches on power grid and construction sectors but with less conviction.

• Guest Lee Kwon-hee believes semiconductor cycle is breaking out due to AI-driven memory demand.
• He is bullish on Samsung Electronics and SK Hynix, citing strong earnings and foreign demand.
• He advises buying Hyundai Rotem on weakness as a short-term dip opportunity.
• He recommends avoiding Naver until a confirmed uptrend.
• He notes that power grid stocks (LS group) remain strong but does not give a specific buy.
• He mentions construction stocks as potential buying opportunities on pulls, but no specific picks.
• He discusses the upcoming launch of 2x leveraged ETF for Samsung and SK Hynix in the US.
• Overall, he sees KOSPI headed higher but cautions against excessive leverage.