Will the leading stocks change if Trump's ceasefire agreement comes out? Stocks to watch now / Foreign buying... Is it Hyundai Motor's turn to surge? | CEO Lee Kwon-hee

Summary

Lee Kwon-hee discusses market dynamics following US-Korea ceasefire reports, including KOSPI valuation, foreign inflows, and specific stock opportunities. He highlights Hyundai Motor's cheap valuation, Hyundai AutoEver's robotics transition, Simmtech's socket demand from AI, and PharmaResearch's cosmetics export tailwind. He also touches on US yields, KOSDAQ cheapness, and glass substrates but is not actively recommending those.

• US-Korea ceasefire hopes boosted US and Korean markets, especially semiconductors and large caps.
• KOSPI PER is 7x but ex-Samsung and SK hynix it is 13x, reflecting concentration risk.
• Foreign investors are buying Samsung Electronics, SK hynix, and Hyundai Motor, with Hyundai seen as cheap.
• Lee Kwon-hee is bullish on Hyundai AutoEver due to its transformation into a robotics SI company.
• Simmtech is expected to benefit from rising CPU socket demand as AI computing shifts CPU/GPU ratios.
• Korean cosmetics exports to the US are at record highs, benefiting companies like PharmaResearch.
• US 10-year yield around 4.45% is seen as a headwind for biotech and KOSDAQ; lower yields would help.
• Glass substrate stocks (SKC, Phioptic) rallied on Intel/Apple news but Lee is not chasing them.
• Overall, the market is concentrated in large caps, with foreign inflows driving big tech stocks.
• Lee advises caution on chasing glass substrates and suggests waiting for confirmation on large caps.