Foreigners are buying again… Is it a rebound signal for Samsung Electronics and SK Hynix? / Naver’s good news is out. What about the stock price? | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee analyzes major market drivers including Korean won strength attracting foreign inflows, a stabilizing memory chip outlook, Samsung Foundry's new domestic MPU opportunity, and Naver's AI factory deal. He also highlights foreign accumulation in small-cap semiconductor equipment stocks, a buying opportunity in defense name LIG Nex1, and Hyundai Motor's intact robotics thesis. The host emphasizes NVIDIA as a key market bellwether.

• US markets dip on rotation, Houthi tensions, and UK fiscal jitters, but Korea may benefit from improving currency and foreign flows.
• Memory semiconductors like SK Hynix exhibit early stabilization and rebound potential as DRAM stops falling.
• Samsung SDS adopting domestic MPU chips signals growth for Samsung Foundry and the broader Korean AI chip ecosystem.
• Naver advances AI factory commercialization after meeting with Brookfield, raising expectations for a stock price catch-up.
• Foreign investors are quietly buying small-cap KOSDAQ semiconductor equipment and materials names such as Fadu, Sam CNS, and SMCN.
• LIG Nex1 offers a buying opportunity after a sharp correction with strong Saudi defense contract growth expected by 2027.
• Hyundai Motor's long-term humanoid robotics dominance story remains compelling despite short-term production disruptions.
• NVIDIA's stock stability is seen as a critical barometer for AI trade and overall market health.