Samsung Electronics stock plummets... the real buying timing is 'now' / Stock market response strategy by cash proportion... I'll tell you everything | CEO Kim Min-soo

Summary

CEO Kim Min-soo discusses the sharp decline in Samsung Electronics and the broader KOSPI. He advises waiting for a further dip before buying Samsung and sees the memory chip selloff as a strong buying opportunity for AI. He also provides cash management strategies for investors with varying portfolio exposures.

• Samsung Electronics is testing a crucial support zone near 270,000-280,000 won; a further dip would create a better buying opportunity.
• The recent memory semiconductor selloff is a strong buy opportunity due to structural AI growth, echoing a Morgan Stanley note.
• Investors fully invested and without cash should avoid panic selling and wait for rebounds to possibly raise 10% cash.
• Those with some cash should not deploy it all now; hold at least 10% in reserve due to high volatility and upcoming macro events.
• Leveraged positions near margin-call levels should be reduced proactively to avoid forced liquidation.
• A short-term rotation into food/beverage stocks on price-hike news is possible but faces government pushback risk.