There Are Strong Stocks Even in a Crash. The Problem is Timing the Purchase | Myung Min-jun, Kang A-rang, Lee Kwon-hee [Stock Beginner Rescue Team]

Summary

CEO Lee Kwon-hee interprets the sharp Korean market correction as a normal breather in a strong uptrend, not a crash. He recommends buying Samsung Electronics and SK Hynix on dips, and identifies opportunities in defense, shipbuilding, and power equipment. He remains bullish on Naver and watches Hwaseong, while forecasting KOSPI 10,000 by year-end.

• Korean market sell-off is a healthy period adjustment, not a bear market; 20% corrections are normal in bull cycles.
• Samsung Electronics and SK Hynix are attractive on valuation dips around 30,000 and 200,000 won respectively.
• Defense stocks like LIG Nex1 benefit from Indonesia's request for Cheongung II missile systems.
• Shipbuilding stocks (HD Hyundai Heavy, Hanwha Ocean) rally on U.S. Masca project funding progress.
• Power equipment (Hyundai Electric, LS Electric) rebound as the recent sell-off was overdone.
• Naver's heavy AI investments are underappreciated, offering a long-term opportunity.
• Hwaseong's earnings are surging, with strong institutional buying; worth monitoring for an entry around 14,000 won.
• KOSPI target remains 10,000 by end of year, with downside risk only if the index breaks below 7,000.