Samsung Electronics: "Why Now Is the Time to Endure" / Stock Price Suppression Prevention Act, Why It Angers Investors / Why Must Companies List on the Exchange? | Professor Seo Jun-sik, Soongsil University Economics (Full Version)

Summary

Professor Seo Jun-sik analyzes the Korean market after its sharp correction, sees KOSPI 6,500 as an attractive level for long-term investors, and recommends Samsung preferred shares, Hyundai Motor, and deeply undervalued mid/small brokerage stocks, while calling for stronger capital market policies like Super ISA and effective stock price manipulation prevention.

• KOSPI at 6,500 is a reasonable level and not overvalued; long-term investors can hold or add.
• Samsung Electronics common is fairly valued at 200,000–250,000 won; preferred shares offer better stability and dividends.
• Hyundai Motor provides value after a 50% decline, with unique strengths in humanoid robotics; preferred shares recommended.
• Mid/small Korean securities stocks with PBR around 0.3x are attractive given strong earnings and the speaker's active accumulation.
• Super ISA tax-free accounts can draw stable long-term money into Korean equities and should be expanded.
• The current stock price suppression law draft is too weak; a stronger version would protect minority investors and support valuations.
• Listing the Korea Exchange would improve governance, aid MSCI developed market inclusion, and reduce government interference.
• U.S. Fed may remain cautious on rates; Bank of Korea hikes could pressure equities unless offset by market-friendly policies.