Hyundai Motor, It's Time to Buy Again / Bottom Confirmed.. Target Oversold Stocks | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee argues that physical AI will revive oversold Hyundai Motor and LG Electronics, highlights power infrastructure as the key AI data center investment, and selects HVM as a top SpaceX supplier. He reaffirms long-term bullishness on Samsung Electronics and SK Hynix for AI memory, sees a semiconductor equipment super cycle beginning, and points to specific catalysts in PharmaResearch, Alteogen, and Samsung Electro-Mechanics.

• Oversold Hyundai Motor and LG Electronics are bottoming and should rebound on physical AI narratives.
• AI data center power demand directly benefits Korean power equipment firms Sanil Electric, LS Electric, and Hyosung Heavy Industries.
• HVM is a SpaceX supplier with accelerating launch cadence, now trading at an attractive 28x forward earnings with strong profit growth.
• Samsung Electronics and SK Hynix remain long-term buys as memory becomes the core of AI hardware, but near-term consolidation should be tolerated.
• Korean semiconductor equipment stocks like Eugene Technology, PSK, Tes, and KCTech are in a 10-year super cycle.
• PharmaResearch is recovering on Chinese medical tourism and cosmetics demand, still undervalued relative to historical multiples.
• Alteogen's decision to stay on KOSDAQ unlocks national growth fund flows.
• A new MLCC ETF is creating passive inflows for Samsung Electro-Mechanics.