Will Hanmi Semiconductor and Samsung Electronics End Past Bad Blood and Seal a Deal of the Century? / Hyundai Motor and Hyundai Mobis Shares Surge... Buy or Sell Now? | CEO Lee Kwon-hee

Summary

Lee Kwon-hee, CEO of WizWave, reviews the Korean market with a focus on Hyundai Motor Group's robotics push, bio leaders Samsung Biologics and Celltrion, a bottoming secondary battery sector, and an overheated space and aerospace group. He also outlines the Hanmi Semiconductor-Samsung Electronics catalyst, JP Morgan Healthcare Conference dynamics, and the undervalued Taiwan dollar. The tone is selectively bullish on Hyundai group robotics, large-cap bio, and a battery trading rebound, while advising profit-taking in space stocks and a cautious approach to Hanmi.

• Hyundai Motor is framed as transitioning into a robotics company through Boston Dynamics and planned 30,000-unit robot output by 2028.
• Hyundai Mobis and Hyundai Glovis are presented as key group beneficiaries through actuators and governance restructuring rumors.
• Samsung Biologics and Celltrion are favored on US plant acquisition and CMO/CDMO re-rating, respectively.
• The Korean secondary battery sector is seen as bottoming with a potential 10-15% rebound, but only for small trading positions.
• Space and aerospace stocks are viewed as overextended and due for profit-taking, though Satrec Initiative is a fundamental favorite on profits and Hanwha backing.
• Hanmi Semiconductor is an event-driven watch item tied to a possible Samsung Electronics contract.
• The JP Morgan Healthcare Conference is described as a marketing event whose disappointment often creates selective bio buying opportunities.
• The Taiwan dollar is called deeply undervalued, while won weakness is treated as relative and not a direct market crash risk.