Yongin and Pyeongtaek Explode… Samsung Electronics Foundry ‘The Start of a Reversal’ / “I’ll Buy When It Reaches This Price” Real Buying Timing Revealed (SK Hynix) CEO Kim Dae-jun

Summary

Kim Dae-joon, CEO of KR Research, discusses his investment strategy for Samsung Electronics, preferring it over SK Hynix due to broader growth optionality in foundry, robotics, and other areas. He advises new buyers to wait for a pullback below 200,000 won. He also highlights HD Hyundai Robotics as a beneficiary of the robotics theme and expects MSCI developed market inclusion as a key catalyst for foreign inflows into Korean equities.

• Kim Dae-joon prefers Samsung Electronics over SK Hynix due to its diverse future growth levers.
• He recommends a buy entry for Samsung at prices below 200,000 won.
• HD Hyundai Robotics is identified as a key beneficiary of the robotics sector catalysts in mid-2025.
• Samsung's investment in robotics and upcoming events (Tesla humanoid, IPOs) support the robotics theme.
• The speaker expects MSCI developed market index inclusion for Korea in September or November 2025.
• Foreign investor flows into Samsung are tied to macro factors like won exchange rate below 1,400 and index reclassification.
• The upcoming leveraged ETFs are expected to increase stock price volatility for Samsung and SK Hynix.
• The union strike risk is seen as a potential negative catalyst for Samsung, especially for foreign investor sentiment.