Samsung Electronics, SK Hynix, a week that determines stock price direction 'Historic money movement begins' / Samsung Heavy Industries opens the era of offshore data centers

Summary

CEO Lee Kwon-hee discusses the critical week for Korean markets around Samsung Electronics earnings and SK Hynix ADR listing, arguing that the noise is overblown while memory shortages persist. He identifies rebound opportunities in Korean brokerages, LG Innotek, and power/energy plays like Doosan Enerbility, BH, and BHI. He also highlights US biotech’s rally defying rates and Samsung Heavy’s offshore data center catalyst.

• Samsung Electronics' Q2 earnings could surprise, but the rangebound market awaits a catalyst.
• SK Hynix ADR seen as largely priced in; memory shortage narrative remains intact.
• Korean securities stocks (Mirae, Samsung, NH) look attractive after steep pullbacks.
• LG Innotek down 50% from peak, space substrate order news seen as a bounce catalyst.
• Power/energy plays BH, BHI, and Doosan Enerbility are cheap after sell-offs, with institutional buying.
• US biotech (NBI/LABU) hits new highs, proving innovation momentum overcomes rate fears.
• Samsung Heavy Industries forms floating data center team, early-stage order expectations watch.