Reasons to Hold Semiconductor Stocks Until the End / POSCO Holdings.. Has the Secondary Battery Rally Begun? One US Catalyst

Summary

Lee Kwon-hee, CEO of Wizwave, discusses a bullish outlook for memory semiconductors driven by DRAM shortage, identifies power equipment and cable stocks as a new leading theme from AI electricity demand, and highlights specific stock picks including POSCO Holdings, POSCO Future M, DL E&C, Hanmi Semiconductor, and Futurechem. He also comments on interest rate sensitivity and advises buying on dips for trending stocks.

• DRAM shortage is expected to persist, supporting memory semiconductor stocks.
• Power equipment and cable stocks are flagged as a new leading sector due to AI electricity demand.
• POSCO Holdings and POSCO Future M are highlighted with specific upside targets.
• DL E&C is favored for its SMR partnership with X-energy, offering a re-rating catalyst.
• Hanmi Semiconductor is noted for consistent foreign buying and lack of domestic coverage.
• Futurechem received domestic approval for its prostate cancer drug, seen as a long-awaited catalyst.
• Interest rate decline expectations could boost rate-sensitive stocks.
• Lee advises buying on dips for stocks in established uptrends.