Naver Stock Price Moved First… Will a Big Catalyst Emerge in the US? Foreigners Storm Buy Samsung Electronics, SK Hynix, Made a Decisive Move

Summary

CEO Lee Kwon-hee analyzes Korean market drivers: Naver's data center catalyst, SK Group's giant Amazon deal, foreign inflows pushing Samsung and SK Hynix, short-term risk in robot stocks, and KT&G as a high-yield overlooked play. He is broadly bullish on large-cap tech and KOSPI but warns against chasing momentum.

• Naver jumps 4% on data center meeting hopes, but past such rallies have reversed, requiring confirmation of a real catalyst.
• SK Telecom and SK Eternix surged because SK Group will build Amazon's 15GW data center, a massive revenue opportunity worth tens of trillions of won.
• Samsung Electronics and SK Hynix need to reclaim key levels (300,000 and 2,000,000 won) for market stability; foreign buying of over 9 trillion won since mid-July supports them.
• Robot stocks like Rainbow Robotics and SPG rallied three days on expectations, but the speaker warns of short-term profit-taking and advises not to chase.
• Single-stock leveraged ETFs caused a liquidity black hole that hit KOSDAQ and many KOSPI names, explaining the broad selloff even in quality stocks.
• Foreign investors are leading the recovery, with the speaker forecasting KOSPI could reach 8,000 points on new inflows and rebalancing.
• KT&G is neglected: strong overseas tobacco sales, high dividend yield, and a PER of 14.3x make it a cheap defensive stock worth considering.