Foreign retail investors are coming! Securities stocks are good, KOSPI is also good... The era of direct purchase of Korean stocks | Kwon Soon-woo, Sampro TV News Team Leader [News3]

Summary

The video reviews major news including US market gains on Iran deal hopes, the HMM ship incident, massive AI semiconductor capex by big tech, and the launch of a foreign integrated account service that allows foreign investors to directly buy Korean stocks. The host and reporter discuss the implications for Korean securities stocks and semiconductor stocks, highlighting cheap valuations and expected foreign inflows.

• US markets hit new highs on optimism about an Iran nuclear deal, with bonds and oil prices declining.
• Details of the Iran deal framework include high-enriched uranium removal and Hormuz Strait reopening.
• HMM ship incident remains unresolved; cause of engine room fire unknown, investigation ongoing.
• Big tech (Google, Microsoft, Amazon, Meta, Oracle) spent $1,500bn on AI capex in Q1; full-year forecast $7,700bn.
• Memory prices are rising due to capacity constraints; PC DRAM expected up 43-48% QoQ in Q2, server higher.
• A new foreign integrated account service allows global investors to trade Korean stocks via local brokers, boosting commission revenue.
• Reporter expects foreign investors to first buy cheap Korean semiconductor stocks, then securities stocks.
• Chinese memory makers (CXMT, YMTC) are increasing production, but impact on Korean memory pricing is limited.