Samsung Electronics will plummet again... Buy every time until this signal appears / Hyundai Motor eyes Toyota's market cap! The moment it's re-evaluated as a robot stock

Summary

CEO Lee Kwon-hee argues that the Korean stock market remains attractive despite recent volatility. He recommends buying Samsung Electronics and SK Hynix on any dip due to structural AI-driven semiconductor growth. He also sees Hyundai Motor undergoing a major re-rating as a robot stock, with PER expansion to 30-40x, and highlights Hyundai AutoEver as a key player in autonomous driving and robotics.

• Bank of Korea's hawkish rate hold is interpreted as positive for Korean stocks because it restrains real estate and signals strong exports.
• Iran-US tensions are seen as temporary noise; Iran's retaliatory nature is expected to be limited.
• Samsung Electronics and SK Hynix are in a structural growth phase thanks to AI, with earnings sustainability into 2028.
• Any pullback in Samsung/Hynix should be bought; the exit signal is when the market reverts to a cyclical narrative.
• Hyundai Motor is being revalued as a robot/AI stock, with Boston Dynamics IPO (likely June) as a catalyst.
• Hyundai's mass production capability gives it an edge over Tesla in humanoid robots.
• Hyundai AutoEver is central to autonomous driving and SDV, with strong shareholder alignment.
• Institutional and high-net-worth inflows are concentrating in large-cap names (Samsung, Hynix, Hyundai) due to safety.