Foreigners Sold 1.4 Trillion KRW of Samsung Electronics and SK Hynix, Bought 470 Billion KRW of Hyundai Motor... Is This a Sign the Direction of Money Is Changing? | CEO Lee Kwon-hee

Summary

In this market interview, CEO Lee Kwon-hee reviews an improving Nasdaq and semiconductor tone after Seagate's earnings surprise, while arguing that oil may fall once the war premium fades. He sees Korean equities stabilizing on foreign inflows and believes foreign money is rotating from Samsung Electronics and SK hynix toward Hyundai Motor, POSCO Holdings, and Samsung SDI. He also covers battery, biotech, nuclear, telecom-equipment, and PharmaResearch ideas with specific timing and catalysts.

• Lee Kwon-hee discusses improved Nasdaq and semiconductor tone after Seagate's earnings surprise.
• He argues the UAE's OPEC exit is not necessarily bullish for oil and expects oil to fall once war risk fades.
• He sees Korean market volatility falling and foreign inflows supporting Korean assets.
• He favors Samsung SDI but prefers to wait for a pullback in the broader secondary-battery sector.
• He says KOSDAQ upside depends on batteries and semiconductor equipment/materials, while biotech needs mid-May catalysts.
• He notes nuclear stocks may be pressured by weak small-modular-reactor names.
• He highlights foreign flow rotation from Samsung Electronics and SK hynix into Hyundai Motor, POSCO Holdings, and Samsung SDI.
• He also mentions HFR and PharmaResearch as additional stock ideas.