Semiconductors Rest But Momentum Returns, However Hyundai Motor | Lee Jieun, Aegis Stock CEO [Double Check]

Summary

Lee Ji-eun, CEO of Aegis Stock, and the hosts review the Monday market, highlighting a clear shift from large-cap KOSPI stocks to KOSDAQ. Lee argues that KOSDAQ is oversold and poised to hit 900 points thanks to 30th-anniversary policy catalysts. She identifies biotech and secondary batteries as the leading sectors, picks Samsung Electro-Mechanics on an AI server MLCC contract, sees Hyundai Motor as having limited downside with robotics catalysts ahead, and points to Doosan Enerbility's weekly support as a bounce setup, while reiterating that AI demand keeps Samsung Electronics and SK Hynix attractive.

• KOSDAQ discussed as the main market focus, with expectation to reach 900 points driven by policy catalysts like the promotion/demotion system.
• Biotech and secondary battery sectors are called out as the leading themes for the KOSDAQ rebound.
• Samsung Electro-Mechanics highlighted for a potential AI server MLCC contract with a Big Tech firm and a constructive chart setup.
• Hyundai Motor is seen as significantly corrected, with potential bounce catalysts from the government's physical AI event and Boston Dynamics procurement.
• Hyundai Motor Group suppliers SL and Hwashin are flagged as beneficiaries of Boston Dynamics' Korean sourcing.
• Semiconductor demand outlook remains robust through 2027-2028, supporting Samsung Electronics and SK Hynix despite short-term noise.
• Alteogen and Rigachem Bio mentioned with specific catalysts: Alteogen's stay-on-KOSDAQ strategy and Rigachem's pension fund investment.
• Doosan Enerbility's chart shows weekly support, setting up a possible recovery to 88,000-90,000 won.