[May 28th Closing Market Review] When Everyone Throws, Accumulate Little by Little... How to Pick Up Leading Stocks in Fear, Not Buy in Euphoria | Hong Seon-ae, Lee Kwon-hee, Kim Jang-yeol [Closing Bell Live]

Summary

The May 28 closing market review covers a volatile day where KOSPI dropped to 7,800 before recovering, driven by geopolitical noise (Iran attacks) and a hawkish BOK dot plot. Hong Seon-ae, Kim Jang-yeol, and Lee Kwon-hee discuss how individual buyers absorbed heavy foreign selling. The panel maintains that semiconductor and power infrastructure fundamentals are intact, recommending buying leading stocks on sharp dips. Specific buy-on-weakness calls include Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, Hyosung Heavy Industries, and Hyundai Motor.

• KOSPI fell 0.53% intraday to 7,800 before recovering to 8,185; KOSDAQ fell 2.5%.
• Geopolitical tensions (Iran attack on US base) and hawkish BOK dot plot triggered selloff.
• Foreign investors net sold over 3 trillion won on KOSPI; individuals bought over 4 trillion won.
• Semiconductor and power infrastructure stocks were defended as core holdings.
• Kim Jang-yeol advised buying Samsung Electronics and SK Hynix at 80% of target price.
• Lee Kwon-hee favored Samsung Electro-Mechanics, Hyosung Heavy Industries, and Hyundai Motor on pullbacks.
• The panel expects power grid investment to accelerate due to AI data center electricity demand.
• June events like Computex and national pension committee decisions are key near-term catalysts.