When individuals sold 7 trillion won and foreigners bought 6 trillion... Why? / Semiconductor stocks: pre-Chuseok correction is an opportunity (stock surge) - CEO Lee Juhyun

Summary

CEO Lee Juhyun argues that falling AI token costs will expand computing demand, keeping Korean semiconductor earnings supported through 2028-2030 and making pre-Chuseok corrections buying opportunities. He also sees favorable foreign and institutional inflows into KOSPI, recommends holding 30-40% cash for volatility, and highlights power infrastructure and robotics as satellite themes. Within robotics, he singles out LG Electronics and Wonik Holdings while stressing selectivity among story stocks.

• AI token cost declines are bullish for computing demand and Korean semiconductor earnings.
• Samsung Electronics and SK hynix are leading the semiconductor rally on strong foreign buying and technical breakouts.
• Retail selling with foreign and institutional buying is viewed as a healthy supply backdrop for KOSPI.
• He advises maintaining 30-40% cash to handle volatility and buy dip opportunities.
• Power infrastructure, including nuclear, SOFC fuel cells, and geothermal, is noted as a satellite shortage theme.
• Humanoid robotics is framed as a long-term AI-driven theme requiring selectivity.
• LG Electronics and Wonik Holdings are highlighted as specific robot-related beneficiaries.