The semiconductor rally doesn't stop... why? / The reason Samsung Electronics and SK Hynix are the cheapest in the world | CEO Lee Kwon-hee

Summary

This video features CEO Lee Kwon-hee of Wizwave discussing the semiconductor rally. He argues that Samsung Electronics and SK Hynix are the cheapest semiconductor stocks globally based on low forward P/E multiples and rising EPS. He recommends holding and buying on dips, and highlights opportunities in Korean semiconductor equipment names and US equipment leaders. The rally is supported by fundamentals, not just liquidity.

• Samsung Electronics and SK Hynix have very low P/E multiples relative to historical ranges and global peers.
• Lee advises investors to focus on holding stocks and buying dips rather than timing the top.
• Semiconductor equipment stocks benefit from Samsung's fab expansion plans and are attractive when P/E drops to certain levels.
• US equipment stocks (Applied Materials, KLA, Lam Research) are also recommended as primary beneficiaries.
• The speaker believes the semiconductor rally is driven by rising earnings, not speculation.
• He warns against premature selling, citing the difficulty of re-entering a strong uptrend.
• Domestic investor cash reserves are large enough to absorb foreign selling.